Omnia Family Wealth’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.33M Buy
3,526
+99
+3% +$39.7K 0.36% 27
2026
Q1
$1.06M Sell
3,427
-1,845
-35% -$607K 0.33% 27
2025
Q4
$1.82M Sell
5,272
-8
-0.2% -$2.86K 0.54% 23
2025
Q3
$1.74M Buy
5,280
+183
+4% +$56.1K 0.57% 23
2025
Q2
$1.4M Buy
5,097
+629
+14% +$137K 0.51% 24
2025
Q1
$748K Buy
4,468
+1,857
+71% +$393K 0.31% 32
2024
Q4
$605K Buy
2,611
+264
+11% +$48.8K 0.25% 35
2024
Q3
$405K Buy
2,347
+697
+42% +$112K 0.17% 50
2024
Q2
$265K Buy
+1,650
New +$231K 0.11% 67
2019
Q2
Sell
-730
Closed -$22K 134
2019
Q1
$22K Hold
730
0.01% 203
2018
Q4
$18K Hold
730
0.01% 199
2018
Q3
$18K Hold
730
0.01% 209
2018
Q2
$18K Hold
730
0.01% 219
2018
Q1
$17K Buy
730
+360
+97% +$9.06K 0.01% 220
2017
Q4
$9K Sell
370
-380
-51% -$9.88K ﹤0.01% 297
2017
Q3
$18K Buy
750
+10
+1% +$247 0.01% 211
2017
Q2
$17K Sell
740
-30
-4% -$696 0.01% 226
2017
Q1
$17K Hold
770
0.01% 224
2016
Q4
$14K Buy
+770
New +$13.3K 0.01% 245

Other funds holding AVGO

Omnia Family Wealth's AVGO Position: Q2 2026 in Review

Omnia Family Wealth increased its Broadcom (AVGO) stake by 2.9% in Q2 2026, buying an estimated $39.7K and bringing the position to 3,526 shares worth $1.33M. The position accounts for 0.36% of the portfolio, ranked #27.

Omnia Family Wealth first reported a position in AVGO in Q4 2016 and has held it in 19 quarters since. The position peaked at $1.82M in Q4 2025. 1,991 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Omnia Family Wealth held 3,526 shares of Broadcom worth $1.33M as of Q2 2026.
  • Omnia Family Wealth bought 99 Broadcom shares in Q2 2026, an estimated $39.7K.
  • Broadcom made up 0.36% of Omnia Family Wealth's portfolio in Q2 2026, its #27 holding.
  • Omnia Family Wealth first reported a position in Broadcom in Q4 2016 and has held it in 19 quarters since.
  • Omnia Family Wealth's Broadcom position peaked at $1.82M in Q4 2025.
  • 1,991 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Omnia Family Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.