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Outlook Wealth Advisors’s Broadcom AVGO Stock Holding History

Outlook 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 		$2.44M Sell
6,465
-382
-6% -$153K 0.53% 45
2026
Q1 		$2.1M Buy
6,847
+15
+0.2% +$4.94K 0.51% 42
2025
Q4 		$2.36M Sell
6,832
-1,178
-15% -$421K 0.53% 39
2025
Q3 		$2.64M Buy
8,010
+72
+0.9% +$22.1K 0.66% 30
2025
Q2 		$2.19M Buy
7,938
+60
+0.8% +$13K 0.56% 31
2025
Q1 		$1.32M Sell
7,878
-60
-0.8% -$12.7K 0.37% 54
2024
Q4 		$1.84M Buy
7,938
+141
+2% +$26.1K 0.53% 37
2024
Q3 		$1.34M Buy
7,797
+77
+1% +$12.3K 0.39% 52
2024
Q2 		$1.24M Sell
7,720
-2,890
-27% -$405K 0.39% 49
2024
Q1 		$1.41M Buy
10,610
+5,230
+97% +$648K 0.43% 47
2023
Q4 		$601K Buy
5,380
+430
+9% +$40.7K 0.21% 104
2023
Q3 		$411K Buy
4,950
+660
+15% +$57.2K 0.16% 135
2023
Q2 		$372K Buy
+4,290
New +$306K 0.14% 146
2022
Q2 		– Sell
-4,280
Closed -$269K – 188
2022
Q1 		$269K Buy
+4,280
New +$254K 0.09% 170
2021
Q4 		– Sell
-4,210
Closed -$204K – 205
2021
Q3 		$204K Buy
+4,210
New +$205K 0.07% 204
2021
Q2 		– Sell
-4,440
Closed -$206K – 212
2021
Q1 		$206K Sell
4,440
-390
-8% -$18K 0.07% 181
2020
Q4 		$211K Buy
+4,830
New +$188K 0.08% 177
2019
Q4 		– Sell
-9,190
Closed -$254K – 144
2019
Q3 		$254K Sell
9,190
-240
-3% -$6.82K 0.15% 144
2019
Q2 		$271K Buy
9,430
+870
+10% +$25.4K 0.18% 133
2019
Q1 		$257K Sell
8,560
-1,240
-13% -$33.6K 0.21% 123
2018
Q4 		$250K Buy
+9,800
New +$231K 0.11% 155

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

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

Outlook Wealth Advisors reduced its Broadcom (AVGO) stake by 5.6% in Q2 2026, selling an estimated $153K and leaving 6,465 shares worth $2.44M. The position accounts for 0.53% of the portfolio, ranked #45.

Outlook Wealth Advisors first reported a position in AVGO in Q4 2018 and has held it in 21 quarters since. The position peaked at $2.64M in Q3 2025. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Outlook Wealth Advisors held 6,465 shares of Broadcom worth $2.44M as of Q2 2026.
  • Outlook Wealth Advisors sold 382 Broadcom shares in Q2 2026, an estimated $153K.
  • Broadcom made up 0.53% of Outlook Wealth Advisors's portfolio in Q2 2026, its #45 holding.
  • Outlook Wealth Advisors first reported a position in Broadcom in Q4 2018 and has held it in 21 quarters since.
  • Outlook Wealth Advisors's Broadcom position peaked at $2.64M in Q3 2025.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.