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Obermeyer Wealth Partners’s Broadcom AVGO Stock Holding History

Obermeyer Wealth Partners’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 		$72.6M Sell
192,213
-591
-0.3% -$237K 2.97% 14
2026
Q1 		$59.7M Buy
192,804
+186
+0.1% +$61.2K 2.75% 14
2025
Q4 		$66.7M Sell
192,618
-8,915
-4% -$3.19M 3.05% 12
2025
Q3 		$66.5M Sell
201,533
-1,537
-0.8% -$472K 3.11% 12
2025
Q2 		$56M Sell
203,070
-5,121
-2% -$1.11M 2.79% 14
2025
Q1 		$34.9M Buy
208,191
+778
+0.4% +$165K 1.86% 18
2024
Q4 		$48.1M Sell
207,413
-5,860
-3% -$1.08M 2.5% 12
2024
Q3 		$36.8M Sell
213,273
-3,157
-1% -$506K 1.97% 17
2024
Q2 		$34.7M Buy
216,430
+350
+0.2% +$49K 1.99% 14
2024
Q1 		$28.6M Buy
216,080
+202,200
+1,457% +$25.1M 1.69% 21
2023
Q4 		$1.55M Buy
13,880
+1,200
+9% +$114K 0.11% 58
2023
Q3 		$1.05M Buy
12,680
+260
+2% +$22.5K 0.08% 62
2023
Q2 		$1.08M Hold
12,420
– – 0.08% 65
2023
Q1 		$797K Sell
12,420
-600
-5% -$36.1K 0.06% 80
2022
Q4 		$728K Hold
13,020
– – 0.06% 87
2022
Q3 		$578K Sell
13,020
-450
-3% -$23K 0.05% 99
2022
Q2 		$654K Hold
13,470
– – 0.05% 90
2022
Q1 		$848K Hold
13,470
– – 0.05% 85
2021
Q4 		$896K Buy
13,470
+150
+1% +$8.43K 0.05% 83
2021
Q3 		$646K Hold
13,320
– – 0.04% 103
2021
Q2 		$635K Hold
13,320
– – 0.04% 108
2021
Q1 		$618K Buy
+13,320
New +$616K 0.04% 106

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

Obermeyer Wealth Partners's AVGO Position: Q2 2026 in Review

Obermeyer Wealth Partners reduced its Broadcom (AVGO) stake by 0.31% in Q2 2026, selling an estimated $237K and leaving 192,213 shares worth $72.6M. The position accounts for 2.97% of the portfolio, ranked #14.

Obermeyer Wealth Partners first reported a position in AVGO in Q1 2021 and has held it in 22 quarters since. 4,837 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Obermeyer Wealth Partners held 192,213 shares of Broadcom worth $72.6M as of Q2 2026.
  • Obermeyer Wealth Partners sold 591 Broadcom shares in Q2 2026, an estimated $237K.
  • Broadcom made up 2.97% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #14 holding.
  • Obermeyer Wealth Partners first reported a position in Broadcom in Q1 2021 and has held it in 22 quarters since.
  • 4,837 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.