PWG
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Portside Wealth Group’s Broadcom AVGO Stock Holding History

Portside Wealth Group’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 		$8.62M Buy
22,822
+1,119
+5% +$449K 1% 17
2026
Q1 		$6.72M Sell
21,703
-2,271
-9% -$747K 0.91% 19
2025
Q4 		$8.3M Sell
23,974
-284
-1% -$102K 1.12% 16
2025
Q3 		$8M Buy
24,258
+18,339
+310% +$5.63M 1.1% 17
2025
Q2 		$1.63M Buy
5,919
+627
+12% +$136K 0.24% 94
2025
Q1 		$886K Buy
5,292
+2,036
+63% +$431K 0.14% 157
2024
Q4 		$755K Buy
3,256
+972
+43% +$180K 0.12% 174
2024
Q3 		$394K Buy
+2,284
New +$366K 0.07% 252

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

Portside Wealth Group's AVGO Position: Q2 2026 in Review

Portside Wealth Group increased its Broadcom (AVGO) stake by 5.2% in Q2 2026, buying an estimated $449K and bringing the position to 22,822 shares worth $8.62M. The position accounts for 1% of the portfolio, ranked #17.

Portside Wealth Group 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.

  • Portside Wealth Group held 22,822 shares of Broadcom worth $8.62M as of Q2 2026.
  • Portside Wealth Group bought 1,119 Broadcom shares in Q2 2026, an estimated $449K.
  • Broadcom made up 1% of Portside Wealth Group's portfolio in Q2 2026, its #17 holding.
  • Portside Wealth Group 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 Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.