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Octavia Wealth Advisors’s Broadcom AVGO Stock Holding History

Octavia Wealth Advisors’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 		$3.18M Sell
8,422
-4,093
-33% -$1.64M 0.27% 37
2026
Q1 		$3.87M Sell
12,515
-102
-0.8% -$33.6K 0.37% 33
2025
Q4 		$4.37M Buy
12,617
+3,591
+40% +$1.28M 0.42% 34
2025
Q3 		$2.98M Sell
9,026
-125
-1% -$38.3K 0.3% 42
2025
Q2 		$2.52M Sell
9,151
-42
-0.5% -$9.12K 0.29% 40
2025
Q1 		$1.54M Sell
9,193
-395
-4% -$83.6K 0.19% 57
2024
Q4 		$2.22M Buy
9,588
+78
+0.8% +$14.4K 0.27% 42
2024
Q3 		$1.64M Sell
9,510
-10
-0.1% -$1.6K 0.2% 54
2024
Q2 		$1.53M Buy
9,520
+80
+0.8% +$11.2K 0.21% 52
2024
Q1 		$1.25M Sell
9,440
-1,180
-11% -$146K 0.18% 61
2023
Q4 		$1.19M Buy
10,620
+2,590
+32% +$245K 0.21% 68
2023
Q3 		$667K Buy
8,030
+150
+2% +$13K 0.14% 82
2023
Q2 		$683K Sell
7,880
-280
-3% -$20K 0.14% 77
2023
Q1 		$524K Buy
8,160
+440
+6% +$26.5K 0.12% 88
2022
Q4 		$432K Buy
7,720
+30
+0.4% +$1.5K 0.11% 97
2022
Q3 		$341K Sell
7,690
-110
-1% -$5.62K 0.09% 118
2022
Q2 		$380K Sell
7,800
-1,680
-18% -$94.3K 0.1% 110
2022
Q1 		$597K Buy
9,480
+840
+10% +$49.9K 0.13% 88
2021
Q4 		$575K Buy
8,640
+290
+3% +$16.3K 0.12% 92
2021
Q3 		$406K Buy
8,350
+300
+4% +$14.6K 0.1% 110
2021
Q2 		$384K Buy
8,050
+3,710
+85% +$172K 0.1% 111
2021
Q1 		$201K Buy
+4,340
New +$201K 0.06% 161

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

Octavia Wealth Advisors's AVGO Position: Q2 2026 in Review

Octavia Wealth Advisors reduced its Broadcom (AVGO) stake by 33% in Q2 2026, selling an estimated $1.64M and leaving 8,422 shares worth $3.18M. The position accounts for 0.27% of the portfolio, ranked #37.

Octavia Wealth Advisors first reported a position in AVGO in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.37M in Q4 2025. 4,828 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Octavia Wealth Advisors held 8,422 shares of Broadcom worth $3.18M as of Q2 2026.
  • Octavia Wealth Advisors sold 4,093 Broadcom shares in Q2 2026, an estimated $1.64M.
  • Broadcom made up 0.27% of Octavia Wealth Advisors's portfolio in Q2 2026, its #37 holding.
  • Octavia Wealth Advisors first reported a position in Broadcom in Q1 2021 and has held it in 22 quarters since.
  • Octavia Wealth Advisors's Broadcom position peaked at $4.37M in Q4 2025.
  • 4,828 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.