Portside Wealth Group’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$37.8K Hold
100
﹤0.01% 512
2026
Q1
$31K Hold
100
﹤0.01% 463
2025
Q4
$34.6K Hold
100
﹤0.01% 456
2025
Q3
$33K Hold
100
﹤0.01% 474
2025
Q2
$10.5K Hold
100
﹤0.01% 452
2025
Q1
$16.7K Buy
+100
New +$21.2K ﹤0.01% 424

Other funds holding AVGO

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. 853 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.
  • 853 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.