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Phoenix Wealth Advisors’s Broadcom AVGO Stock Holding History

Phoenix 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 		$4.91M Sell
12,987
-352
-3% -$141K 1.65% 17
2026
Q1 		$4.13M Sell
13,339
-690
-5% -$227K 1.63% 17
2025
Q4 		$4.86M Sell
14,029
-109
-0.8% -$39K 1.87% 14
2025
Q3 		$4.66M Buy
14,138
+904
+7% +$277K 1.79% 14
2025
Q2 		$3.65M Sell
13,234
-800
-6% -$174K 1.53% 18
2025
Q1 		$2.35M Sell
14,034
-3,494
-20% -$739K 1.02% 33
2024
Q4 		$4.06M Sell
17,528
-681
-4% -$126K 1.76% 17
2024
Q3 		$3.14M Sell
18,209
-4,291
-19% -$688K 1.46% 18
2024
Q2 		$3.61M Sell
22,500
-1,580
-7% -$221K 1.81% 13
2024
Q1 		$3.19M Sell
24,080
-4,750
-16% -$589K 1.94% 18
2023
Q4 		$3.13M Buy
28,830
+280
+1% +$26.5K 2.18% 13
2023
Q3 		$2.37M Buy
28,550
+770
+3% +$66.7K 1.39% 22
2023
Q2 		$2.41M Sell
27,780
-17,580
-39% -$1.25M 1.4% 20
2023
Q1 		$2.91M Sell
45,360
-10,490
-19% -$631K 1.8% 13
2022
Q4 		$3.12M Buy
55,850
+110
+0.2% +$5.51K 1.88% 10
2022
Q3 		$2.48M Sell
55,740
-30
-0.1% -$1.53K 2.48% 13
2022
Q2 		$2.71M Sell
55,770
-290
-0.5% -$16.3K 2.67% 10
2022
Q1 		$3.38M Buy
+56,060
New +$3.33M 3.49% 4
2021
Q4 		– Sell
-650
Closed -$32K – 140
2021
Q3 		$32K Hold
650
– – 0.02% 226
2021
Q2 		$31K Buy
650
+80
+14% +$3.71K 0.02% 220
2021
Q1 		$27K Buy
570
+380
+200% +$17.6K 0.02% 234
2020
Q4 		$8K Buy
+190
New +$7.41K 0.01% 301

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

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

Phoenix Wealth Advisors reduced its Broadcom (AVGO) stake by 2.6% in Q2 2026, selling an estimated $141K and leaving 12,987 shares worth $4.91M. The position accounts for 1.65% of the portfolio, ranked #17.

Phoenix Wealth Advisors first reported a position in AVGO in Q4 2020 and has held it in 22 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Phoenix Wealth Advisors held 12,987 shares of Broadcom worth $4.91M as of Q2 2026.
  • Phoenix Wealth Advisors sold 352 Broadcom shares in Q2 2026, an estimated $141K.
  • Broadcom made up 1.65% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #17 holding.
  • Phoenix Wealth Advisors first reported a position in Broadcom in Q4 2020 and has held it in 22 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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