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Principle Wealth Partners’s Broadcom AVGO Stock Holding History

Principle Wealth Partners’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 		$2.88M Buy
7,636
+1,910
+33% +$766K 0.14% 123
2026
Q1 		$1.77M Buy
5,726
+424
+8% +$140K 0.1% 134
2025
Q4 		$1.84M Buy
5,302
+316
+6% +$113K 0.1% 132
2025
Q3 		$1.64M Buy
4,986
+125
+3% +$38.3K 0.1% 129
2025
Q2 		$1.34M Buy
4,861
+1,376
+39% +$299K 0.08% 136
2025
Q1 		$584K Buy
3,485
+544
+18% +$115K 0.04% 209
2024
Q4 		$682K Buy
2,941
+189
+7% +$35K 0.05% 189
2024
Q3 		$475K Buy
2,752
+122
+5% +$19.6K 0.03% 232
2024
Q2 		$421K Sell
2,630
-100
-4% -$14K 0.03% 240
2024
Q1 		$362K Buy
2,730
+110
+4% +$13.6K 0.03% 257
2023
Q4 		$293K Buy
+2,620
New +$248K 0.03% 272
2020
Q3 		– Sell
-1,770
Closed -$56K – 167
2020
Q2 		$56K Buy
+1,770
New +$49.5K 0.02% 265

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Principle Wealth Partners's AVGO Position: Q2 2026 in Review

Principle Wealth Partners increased its Broadcom (AVGO) stake by 33% in Q2 2026, buying an estimated $766K and bringing the position to 7,636 shares worth $2.88M. The position accounts for 0.14% of the portfolio, ranked #123.

Principle Wealth Partners first reported a position in AVGO in Q2 2020 and has held it in 12 quarters since. 3,381 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Principle Wealth Partners held 7,636 shares of Broadcom worth $2.88M as of Q2 2026.
  • Principle Wealth Partners bought 1,910 Broadcom shares in Q2 2026, an estimated $766K.
  • Broadcom made up 0.14% of Principle Wealth Partners's portfolio in Q2 2026, its #123 holding.
  • Principle Wealth Partners first reported a position in Broadcom in Q2 2020 and has held it in 12 quarters since.
  • 3,381 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.