NAS
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NWF Advisory Services’s Broadcom AVGO Stock Holding History

NWF Advisory Services’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 		$4.76M Buy
12,593
+59
+0.5% +$23.7K 0.45% 51
2026
Q1 		$3.88M Sell
12,534
-50
-0.4% -$16.5K 0.44% 55
2025
Q4 		$4.36M Buy
12,584
+2,059
+20% +$736K 0.48% 50
2025
Q3 		$3.47M Buy
10,525
+4,555
+76% +$1.4M 0.38% 60
2025
Q2 		$1.65M Buy
5,970
+3,940
+194% +$856K 0.2% 87
2025
Q1 		$340K Sell
2,030
-145
-7% -$30.7K 0.05% 230
2024
Q4 		$504K Sell
2,175
-901
-29% -$167K 0.07% 138
2024
Q3 		$531K Buy
3,076
+1,806
+142% +$290K 0.08% 157
2024
Q2 		$204K Buy
+1,270
New +$178K 0.03% 277

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

NWF Advisory Services's AVGO Position: Q2 2026 in Review

NWF Advisory Services increased its Broadcom (AVGO) stake by 0.47% in Q2 2026, buying an estimated $23.7K and bringing the position to 12,593 shares worth $4.76M. The position accounts for 0.45% of the portfolio, ranked #51.

NWF Advisory Services first reported a position in AVGO in Q2 2024 and has held it in 9 quarters since. 4,834 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • NWF Advisory Services held 12,593 shares of Broadcom worth $4.76M as of Q2 2026.
  • NWF Advisory Services bought 59 Broadcom shares in Q2 2026, an estimated $23.7K.
  • Broadcom made up 0.45% of NWF Advisory Services's portfolio in Q2 2026, its #51 holding.
  • NWF Advisory Services first reported a position in Broadcom in Q2 2024 and has held it in 9 quarters since.
  • 4,834 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.