QPWM
AVGO icon

Quadrant Private Wealth Management’s Broadcom AVGO Stock Holding History

Quadrant Private Wealth Management’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 		$13.1M Buy
34,784
+418
+1% +$168K 2.94% 5
2026
Q1 		$10.6M Buy
34,366
+259
+0.8% +$85.2K 1.65% 10
2025
Q4 		$11.8M Buy
34,107
+1,270
+4% +$454K 1.94% 9
2025
Q3 		$10.8M Buy
32,837
+573
+2% +$176K 1.98% 9
2025
Q2 		$8.89M Buy
32,264
+877
+3% +$190K 1.84% 12
2025
Q1 		$5.26M Buy
31,387
+266
+0.9% +$56.3K 1.31% 20
2024
Q4 		$7.22M Buy
31,121
+5,048
+19% +$934K 1.77% 10
2024
Q3 		$4.5M Buy
26,073
+13
+0% +$2.08K 1.11% 23
2024
Q2 		$4.18M Buy
26,060
+400
+2% +$56.1K 0.96% 25
2024
Q1 		$3.4M Buy
25,660
+10
+0% +$1.24K 0.86% 31
2023
Q4 		$2.86M Sell
25,650
-150
-0.6% -$14.2K 0.79% 35
2023
Q3 		$2.14M Sell
25,800
-340
-1% -$29.5K 0.72% 37
2023
Q2 		$2.27M Sell
26,140
-840
-3% -$59.9K 0.66% 38
2023
Q1 		$1.73M Sell
26,980
-710
-3% -$42.7K 0.54% 53
2022
Q4 		$1.55M Buy
+27,690
New +$1.39M 0.52% 54
2022
Q2 		$1.35M Sell
27,860
-50
-0.2% -$2.81K 0.56% 51
2022
Q1 		$1.76M Sell
27,910
-1,180
-4% -$70.1K 0.66% 42
2021
Q4 		$1.94M Sell
29,090
-40
-0.1% -$2.25K 0.72% 39
2021
Q3 		$1.41M Hold
29,130
– – 0.58% 42
2021
Q2 		$1.39M Sell
29,130
-20
-0.1% -$927 0.56% 44
2021
Q1 		$1.35M Sell
29,150
-20
-0.1% -$925 0.59% 46
2020
Q4 		$1.28M Sell
29,170
-15,600
-35% -$608K 0.57% 46
2020
Q3 		$1.63M Buy
44,770
+210
+0.5% +$7.03K 0.82% 31
2020
Q2 		$1.41M Buy
44,560
+17,500
+65% +$490K 0.81% 32
2020
Q1 		$642K Buy
+27,060
New +$762K 0.54% 52

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

Quadrant Private Wealth Management's AVGO Position: Q2 2026 in Review

Quadrant Private Wealth Management increased its Broadcom (AVGO) stake by 1.2% in Q2 2026, buying an estimated $168K and bringing the position to 34,784 shares worth $13.1M. The position accounts for 2.94% of the portfolio, ranked #5.

Quadrant Private Wealth Management first reported a position in AVGO in Q1 2020 and has held it in 25 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Quadrant Private Wealth Management held 34,784 shares of Broadcom worth $13.1M as of Q2 2026.
  • Quadrant Private Wealth Management bought 418 Broadcom shares in Q2 2026, an estimated $168K.
  • Broadcom made up 2.94% of Quadrant Private Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Quadrant Private Wealth Management first reported a position in Broadcom in Q1 2020 and has held it in 25 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.