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Perfromance Wealth Partners’s Broadcom AVGO Stock Holding History

Perfromance 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 		$68.4M Buy
181,126
+7,249
+4% +$2.91M 1.7% 13
2026
Q1 		$53.8M Buy
173,877
+4,121
+2% +$1.36M 1.56% 13
2025
Q4 		$58.8M Buy
169,756
+7,567
+5% +$2.71M 1.59% 12
2025
Q3 		$53.5M Buy
162,189
+8,228
+5% +$2.52M 1.49% 15
2025
Q2 		$42.4M Sell
153,961
-4,975
-3% -$1.08M 1.36% 14
2025
Q1 		$26.6M Buy
158,936
+22,007
+16% +$4.66M 0.95% 16
2024
Q4 		$31.7M Sell
136,929
-4,649
-3% -$860K 1.02% 16
2024
Q3 		$24.4M Buy
141,578
+139,308
+6,137% +$22.3M 0.84% 17
2024
Q2 		$365K Sell
2,270
-300
-12% -$42K 0.01% 105
2024
Q1 		$341K Buy
2,570
+80
+3% +$9.91K 0.01% 116
2023
Q4 		$278K Buy
+2,490
New +$236K 0.01% 135

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

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

Perfromance Wealth Partners increased its Broadcom (AVGO) stake by 4.2% in Q2 2026, buying an estimated $2.91M and bringing the position to 181,126 shares worth $68.4M. The position accounts for 1.7% of the portfolio, ranked #13.

Perfromance Wealth Partners first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Perfromance Wealth Partners held 181,126 shares of Broadcom worth $68.4M as of Q2 2026.
  • Perfromance Wealth Partners bought 7,249 Broadcom shares in Q2 2026, an estimated $2.91M.
  • Broadcom made up 1.7% of Perfromance Wealth Partners's portfolio in Q2 2026, its #13 holding.
  • Perfromance Wealth Partners first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.