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Opal Wealth Advisors’s Broadcom AVGO Stock Holding History

Opal 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 		$1.18M Sell
3,134
-75
-2% -$30.1K 0.26% 44
2026
Q1 		$993K Buy
3,209
+153
+5% +$50.3K 0.22% 43
2025
Q4 		$1.06M Buy
3,056
+159
+5% +$56.9K 0.28% 45
2025
Q3 		$956K Buy
2,897
+149
+5% +$45.7K 0.27% 48
2025
Q2 		$757K Buy
2,748
+650
+31% +$141K 0.21% 57
2025
Q1 		$351K Sell
2,098
-266
-11% -$56.3K 0.11% 107
2024
Q4 		$548K Buy
2,364
+151
+7% +$27.9K 0.16% 85
2024
Q3 		$382K Sell
2,213
-387
-15% -$62K 0.12% 100
2024
Q2 		$417K Sell
2,600
-840
-24% -$118K 0.13% 89
2024
Q1 		$455K Sell
3,440
-880
-20% -$109K 0.15% 87
2023
Q4 		$482K Sell
4,320
-30
-0.7% -$2.84K 0.19% 82
2023
Q3 		$361K Buy
4,350
+100
+2% +$8.67K 0.21% 80
2023
Q2 		$368K Buy
4,250
+510
+14% +$36.4K 0.18% 74
2023
Q1 		$240K Buy
+3,740
New +$225K 0.14% 94
2022
Q1 		– Sell
-3,390
Closed -$225K – 106
2021
Q4 		$225K Buy
+3,390
New +$191K 0.14% 110

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

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

Opal Wealth Advisors reduced its Broadcom (AVGO) stake by 2.3% in Q2 2026, selling an estimated $30.1K and leaving 3,134 shares worth $1.18M. The position accounts for 0.26% of the portfolio, ranked #44.

Opal Wealth Advisors first reported a position in AVGO in Q4 2021 and has held it in 15 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Opal Wealth Advisors held 3,134 shares of Broadcom worth $1.18M as of Q2 2026.
  • Opal Wealth Advisors sold 75 Broadcom shares in Q2 2026, an estimated $30.1K.
  • Broadcom made up 0.26% of Opal Wealth Advisors's portfolio in Q2 2026, its #44 holding.
  • Opal Wealth Advisors first reported a position in Broadcom in Q4 2021 and has held it in 15 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.