OWP
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ORG Wealth Partners’s Broadcom AVGO Stock Holding History

ORG Wealth Partners’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 		$1.89M Sell
5,013
-890
-15% -$357K 0.28% 47
2026
Q1 		$1.83M Buy
5,903
+797
+16% +$262K 0.36% 44
2025
Q4 		$1.77M Buy
5,106
+249
+5% +$89K 0.42% 39
2025
Q3 		$1.6M Buy
4,857
+3,412
+236% +$1.05M 0.34% 45
2025
Q2 		$383K Buy
1,445
+566
+64% +$123K 0.09% 134
2025
Q1 		$148K Buy
879
+812
+1,212% +$172K 0.05% 212
2024
Q4 		$15.5K Buy
67
+7
+12% +$1.29K ﹤0.01% 358
2024
Q3 		$10.3K Buy
+60
New +$9.62K ﹤0.01% 371

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

ORG Wealth Partners's AVGO Position: Q2 2026 in Review

ORG Wealth Partners reduced its Broadcom (AVGO) stake by 15% in Q2 2026, selling an estimated $357K and leaving 5,013 shares worth $1.89M. The position accounts for 0.28% of the portfolio, ranked #47.

ORG Wealth Partners first reported a position in AVGO in Q3 2024 and has held it in 8 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • ORG Wealth Partners held 5,013 shares of Broadcom worth $1.89M as of Q2 2026.
  • ORG Wealth Partners sold 890 Broadcom shares in Q2 2026, an estimated $357K.
  • Broadcom made up 0.28% of ORG Wealth Partners's portfolio in Q2 2026, its #47 holding.
  • ORG Wealth Partners first reported a position in Broadcom in Q3 2024 and has held it in 8 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.