One Wealth Advisors’s Broadcom AVGO Stock Holding History

One 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	$375K	Buy	+992	New	+$398K	0.04%	224
2026 Q1	–	Sell	-669	Closed	-$232K	–	306
2025 Q4	$232K	Sell	669 -161	-19%	-$57.6K	0.03%	272
2025 Q3	$274K	Sell	830 -41	-5%	-$12.6K	0.03%	250
2025 Q2	$240K	Buy	+871	New	+$189K	0.03%	255
2024 Q2	–	Sell	-6,390	Closed	-$847K	–	233
2024 Q1	$847K	Buy	6,390 +570	+10%	+$70.6K	0.15%	85
2023 Q4	$650K	Buy	5,820 +350	+6%	+$33.1K	0.13%	87
2023 Q3	$454K	Sell	5,470 -120	-2%	-$10.4K	0.1%	101
2023 Q2	$485K	Buy	+5,590	New	+$399K	0.1%	107
2023 Q1	–	Sell	-2,470	Closed	-$138K	–	224
2022 Q4	$138K	Sell	2,470 -4,670	-65%	-$234K	0.03%	248
2022 Q3	$317K	Buy	+7,140	New	+$365K	0.1%	110

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

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

One Wealth Advisors opened a new position in Broadcom (AVGO) in Q2 2026: 992 shares worth $375K. The stake represents 0.04% of the portfolio and ranks #224 among its holdings. This is a return to the name: One Wealth Advisors previously reported a position in AVGO as recently as Q4 2025.

One Wealth Advisors first reported a position in AVGO in Q3 2022 and has held it in 10 quarters since. The position peaked at $847K in Q1 2024. 4,859 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

One Wealth Advisors held 992 shares of Broadcom worth $375K as of Q2 2026.
Broadcom was a new One Wealth Advisors position in Q2 2026.
Broadcom made up 0.04% of One Wealth Advisors's portfolio in Q2 2026, its #224 holding.
One Wealth Advisors first reported a position in Broadcom in Q3 2022 and has held it in 10 quarters since.
One Wealth Advisors's Broadcom position peaked at $847K in Q1 2024.
4,859 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.