ProVise Management Group’s Broadcom AVGO Stock Holding History

ProVise Management Group’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	$653K	Buy	1,729 +156	+10%	+$62.5K	0.04%	161
2026 Q1	$487K	Buy	1,573 +208	+15%	+$68.4K	0.04%	172
2025 Q4	$472K	Sell	1,365 -23	-2%	-$8.22K	0.03%	175
2025 Q3	$458K	Buy	1,388 +17	+1%	+$5.21K	0.03%	177
2025 Q2	$378K	Buy	+1,371	New	+$298K	0.03%	193
2025 Q1	–	Sell	-1,160	Closed	-$269K	–	251
2024 Q4	$269K	Sell	1,160 -1,250	-52%	-$231K	0.02%	220
2024 Q3	$416K	Buy	2,410 +430	+22%	+$68.9K	0.03%	214
2024 Q2	$318K	Buy	+1,980	New	+$277K	0.03%	238
2021 Q3	–	Sell	-4,380	Closed	-$209K	–	376
2021 Q2	$209K	Buy	+4,380	New	+$203K	0.02%	360

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 $3.38T AUM 44.17% 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

ProVise Management Group's AVGO Position: Q2 2026 in Review

ProVise Management Group increased its Broadcom (AVGO) stake by 9.9% in Q2 2026, buying an estimated $62.5K and bringing the position to 1,729 shares worth $653K. The position accounts for 0.04% of the portfolio, ranked #161.

ProVise Management Group first reported a position in AVGO in Q2 2021 and has held it in 9 quarters since. 4,859 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

ProVise Management Group held 1,729 shares of Broadcom worth $653K as of Q2 2026.
ProVise Management Group bought 156 Broadcom shares in Q2 2026, an estimated $62.5K.
Broadcom made up 0.04% of ProVise Management Group's portfolio in Q2 2026, its #161 holding.
ProVise Management Group first reported a position in Broadcom in Q2 2021 and has held it in 9 quarters since.
4,859 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on ProVise Management Group's 13F filing for Q2 2026, filed 3 Aug 2026.