NewEdge Wealth’s Broadcom AVGO Stock Holding History

NewEdge Wealth’s Portfolio AVGO Stock Details AVGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,500	Closed	-$464K	–	1236
2026 Q1	$464K	Buy	+1,500	New	+$494K	0.01%	836

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

NewEdge Wealth's AVGO Position: Q2 2026 in Review

NewEdge Wealth reduced its Broadcom (AVGO) stake by 2% in Q2 2026, selling an estimated $4.2M and leaving 502,221 shares worth $190M. The position accounts for 1.9% of the portfolio, ranked #6.

NewEdge Wealth first reported a position in AVGO in Q1 2021 and has held it in 22 quarters since. 4,859 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

NewEdge Wealth held 502,221 shares of Broadcom worth $190M as of Q2 2026.
NewEdge Wealth sold 10,467 Broadcom shares in Q2 2026, an estimated $4.2M.
Broadcom made up 1.9% of NewEdge Wealth's portfolio in Q2 2026, its #6 holding.
NewEdge Wealth first reported a position in Broadcom in Q1 2021 and has held it in 22 quarters since.
4,859 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.