QFW
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QTR Family Wealth’s Broadcom AVGO Stock Holding History

QTR Family Wealth’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 		$4.67M Buy
12,352
+478
+4% +$192K 1.63% 14
2026
Q1 		$4.52M Buy
11,874
+1,603
+16% +$527K 1.88% 11
2025
Q4 		$3.5M Buy
10,271
+276
+3% +$98.7K 1.54% 13
2025
Q3 		$3.3M Buy
9,995
+767
+8% +$235K 1.56% 15
2025
Q2 		$2.54M Buy
9,228
+565
+7% +$123K 1.58% 14
2025
Q1 		$1.45M Buy
+8,663
New +$1.83M 1.09% 24

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

QTR Family Wealth's AVGO Position: Q2 2026 in Review

QTR Family Wealth increased its Broadcom (AVGO) stake by 4% in Q2 2026, buying an estimated $192K and bringing the position to 12,352 shares worth $4.67M. The position accounts for 1.63% of the portfolio, ranked #14.

QTR Family Wealth first reported a position in AVGO in Q1 2025 and has held it in 6 quarters since. 4,848 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • QTR Family Wealth held 12,352 shares of Broadcom worth $4.67M as of Q2 2026.
  • QTR Family Wealth bought 478 Broadcom shares in Q2 2026, an estimated $192K.
  • Broadcom made up 1.63% of QTR Family Wealth's portfolio in Q2 2026, its #14 holding.
  • QTR Family Wealth first reported a position in Broadcom in Q1 2025 and has held it in 6 quarters since.
  • 4,848 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.