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Principia Wealth Advisory’s Broadcom AVGO Stock Holding History

Principia Wealth Advisory’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 		$161K Buy
425
+109
+34% +$43.7K 0.08% 83
2026
Q1 		$97.8K Buy
316
+52
+20% +$17.1K 0.06% 112
2025
Q4 		$91.4K Buy
264
+33
+14% +$11.8K 0.06% 115
2025
Q3 		$76.2K Buy
231
+23
+11% +$7.06K 0.05% 103
2025
Q2 		$57.4K Buy
208
+89
+75% +$19.3K 0.05% 106
2025
Q1 		$22K Buy
119
+8
+7% +$1.69K 0.02% 105
2024
Q4 		$25.7K Buy
+111
New +$20.5K 0.02% 105

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 $3.38T AUM 44.17% 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

Principia Wealth Advisory's AVGO Position: Q2 2026 in Review

Principia Wealth Advisory increased its Broadcom (AVGO) stake by 34% in Q2 2026, buying an estimated $43.7K and bringing the position to 425 shares worth $161K. The position accounts for 0.08% of the portfolio, ranked #83.

Principia Wealth Advisory first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 4,859 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Principia Wealth Advisory held 425 shares of Broadcom worth $161K as of Q2 2026.
  • Principia Wealth Advisory bought 109 Broadcom shares in Q2 2026, an estimated $43.7K.
  • Broadcom made up 0.08% of Principia Wealth Advisory's portfolio in Q2 2026, its #83 holding.
  • Principia Wealth Advisory first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • 4,859 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.