PIWA
AVGO icon

Prevail Innovative Wealth Advisors’s Broadcom AVGO Stock Holding History

Prevail Innovative 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 		$701K Sell
1,857
-23,240
-93% -$9.32M 0.1% 123
2026
Q1 		$7.77M Buy
25,097
+24,468
+3,890% +$8.05M 1.31% 24
2025
Q4 		$218K Buy
+629
New +$225K 0.04% 179
2024
Q4 		– Sell
-21,526
Closed -$3.71M – 165
2024
Q3 		$3.71M Buy
+21,526
New +$3.45M 1.13% 25

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

Prevail Innovative Wealth Advisors's AVGO Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors reduced its Broadcom (AVGO) stake by 93% in Q2 2026, selling an estimated $9.32M and leaving 1,857 shares worth $701K. The position accounts for 0.1% of the portfolio, ranked #123.

Prevail Innovative Wealth Advisors first reported a position in AVGO in Q3 2024 and has held it in 4 quarters since. The position peaked at $7.77M in Q1 2026. 4,826 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Prevail Innovative Wealth Advisors held 1,857 shares of Broadcom worth $701K as of Q2 2026.
  • Prevail Innovative Wealth Advisors sold 23,240 Broadcom shares in Q2 2026, an estimated $9.32M.
  • Broadcom made up 0.1% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #123 holding.
  • Prevail Innovative Wealth Advisors first reported a position in Broadcom in Q3 2024 and has held it in 4 quarters since.
  • Prevail Innovative Wealth Advisors's Broadcom position peaked at $7.77M in Q1 2026.
  • 4,826 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.