Private Client Services’s Broadcom AVGO Stock Holding History

Private Client Services’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	$2.19M	Buy	5,795 +35	+0.6%	+$14K	0.57%	40
2026 Q1	$1.78M	Buy	5,760 +1,422	+33%	+$468K	0.53%	45
2025 Q4	$1.5M	Sell	4,338 -210	-5%	-$75.1K	0.47%	53
2025 Q3	$1.5M	Sell	4,548 -1,016	-18%	-$312K	0.5%	51
2025 Q2	$1.53M	Buy	5,564 +1,355	+32%	+$294K	0.6%	47
2025 Q1	$705K	Buy	4,209 +940	+29%	+$199K	0.35%	71
2024 Q4	$758K	Buy	3,269 +67	+2%	+$12.4K	0.41%	65
2024 Q3	$552K	Buy	3,202 +152	+5%	+$24.4K	0.3%	72
2024 Q2	$490K	Buy	3,050 +210	+7%	+$29.4K	0.31%	71
2024 Q1	$377K	Buy	2,840 +340	+14%	+$42.1K	0.25%	83
2023 Q4	$279K	Buy	+2,500	New	+$237K	0.23%	111

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Private Client Services's AVGO Position: Q2 2026 in Review

Private Client Services increased its Broadcom (AVGO) stake by 0.61% in Q2 2026, buying an estimated $14K and bringing the position to 5,795 shares worth $2.19M. The position accounts for 0.57% of the portfolio, ranked #40.

Private Client Services first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Private Client Services held 5,795 shares of Broadcom worth $2.19M as of Q2 2026.
Private Client Services bought 35 Broadcom shares in Q2 2026, an estimated $14K.
Broadcom made up 0.57% of Private Client Services's portfolio in Q2 2026, its #40 holding.
Private Client Services first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.