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Operose Advisors’s Broadcom AVGO Stock Holding History

Operose 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 		$5.6M Sell
14,828
-705
-5% -$283K 1.08% 11
2026
Q1 		$4.81M Buy
15,533
+366
+2% +$120K 1.11% 11
2025
Q4 		$5.25M Buy
15,167
+1,579
+12% +$565K 1.22% 12
2025
Q3 		$4.48M Buy
13,588
+1,324
+11% +$406K 1.12% 13
2025
Q2 		$3.38M Buy
12,264
+129
+1% +$28K 0.95% 14
2025
Q1 		$2.03M Buy
12,135
+139
+1% +$29.4K 0.67% 22
2024
Q4 		$2.78M Buy
11,996
+5,581
+87% +$1.03M 0.95% 15
2024
Q3 		$1.11M Buy
6,415
+85
+1% +$13.6K 0.36% 38
2024
Q2 		$1.02M Sell
6,330
-250
-4% -$35K 0.36% 37
2024
Q1 		$872K Buy
6,580
+5,600
+571% +$694K 0.29% 43
2023
Q4 		$109K Sell
980
-800
-45% -$75.8K 0.04% 149
2023
Q3 		$148K Buy
+1,780
New +$154K 0.06% 166

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

Operose Advisors's AVGO Position: Q2 2026 in Review

Operose Advisors reduced its Broadcom (AVGO) stake by 4.5% in Q2 2026, selling an estimated $283K and leaving 14,828 shares worth $5.6M. The position accounts for 1.08% of the portfolio, ranked #11.

Operose Advisors first reported a position in AVGO in Q3 2023 and has held it in 12 quarters since. 4,828 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Operose Advisors held 14,828 shares of Broadcom worth $5.6M as of Q2 2026.
  • Operose Advisors sold 705 Broadcom shares in Q2 2026, an estimated $283K.
  • Broadcom made up 1.08% of Operose Advisors's portfolio in Q2 2026, its #11 holding.
  • Operose Advisors first reported a position in Broadcom in Q3 2023 and has held it in 12 quarters since.
  • 4,828 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.