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Provenance Wealth Advisors’s Broadcom AVGO Stock Holding History

Provenance 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 		$873K Buy
2,310
+474
+26% +$190K 0.08% 52
2026
Q1 		$568K Buy
1,836
+1,000
+120% +$329K 0.06% 59
2025
Q4 		$289K Sell
836
-1,000
-54% -$358K 0.03% 92
2025
Q3 		$606K Hold
1,836
– – 0.08% 60
2025
Q2 		$506K Buy
1,836
+10
+0.5% +$2.17K 0.07% 65
2025
Q1 		$306K Buy
1,826
+636
+53% +$135K 0.04% 101
2024
Q4 		$276K Hold
1,190
– – 0.04% 121
2024
Q3 		$205K Buy
1,190
+990
+495% +$159K 0.03% 153
2024
Q2 		$32.1K Sell
200
-990
-83% -$139K ﹤0.01% 233
2024
Q1 		$158K Buy
1,190
+920
+341% +$114K 0.02% 158
2023
Q4 		$30.1K Buy
+270
New +$25.6K ﹤0.01% 237

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

Provenance Wealth Advisors's AVGO Position: Q2 2026 in Review

Provenance Wealth Advisors increased its Broadcom (AVGO) stake by 26% in Q2 2026, buying an estimated $190K and bringing the position to 2,310 shares worth $873K. The position accounts for 0.08% of the portfolio, ranked #52.

Provenance Wealth Advisors 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.

  • Provenance Wealth Advisors held 2,310 shares of Broadcom worth $873K as of Q2 2026.
  • Provenance Wealth Advisors bought 474 Broadcom shares in Q2 2026, an estimated $190K.
  • Broadcom made up 0.08% of Provenance Wealth Advisors's portfolio in Q2 2026, its #52 holding.
  • Provenance Wealth Advisors 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 Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.