QPW
AVGO icon

Quantum Private Wealth’s Broadcom AVGO Stock Holding History

Quantum Private 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 		$16.6M Sell
44,034
-447
-1% -$179K 4.26% 5
2026
Q1 		$13.8M Buy
44,481
+1,147
+3% +$377K 4.25% 7
2025
Q4 		$15M Sell
43,334
-634
-1% -$227K 4.38% 7
2025
Q3 		$14.5M Buy
43,968
+584
+1% +$179K 4.24% 6
2025
Q2 		$12M Buy
43,384
+1,282
+3% +$278K 3.87% 6
2025
Q1 		$7.05M Sell
42,102
-1,753
-4% -$371K 2.67% 8
2024
Q4 		$10.2M Buy
43,855
+2,375
+6% +$439K 3.25% 7
2024
Q3 		$7.16M Sell
41,480
-20
-0% -$3.21K 2.42% 7
2024
Q2 		$6.66M Hold
41,500
– – 2.36% 7
2024
Q1 		$5.5M Sell
41,500
-20
-0% -$2.48K 2.04% 9
2023
Q4 		$4.63M Sell
41,520
-4,590
-10% -$435K 1.94% 7
2023
Q3 		$3.83M Buy
46,110
+5,230
+13% +$453K 1.83% 9
2023
Q2 		$3.55M Sell
40,880
-160
-0.4% -$11.4K 1.64% 11
2023
Q1 		$2.63M Hold
41,040
– – 1.43% 12
2022
Q4 		$2.29M Hold
41,040
– – 1.45% 11
2022
Q3 		$1.82M Sell
41,040
-560
-1% -$28.6K 1.14% 12
2022
Q2 		$2.02M Sell
41,600
-320
-0.8% -$18K 1.19% 14
2022
Q1 		$2.64M Buy
41,920
+60
+0.1% +$3.56K 1.14% 16
2021
Q4 		$2.79M Buy
+41,860
New +$2.35M 1.06% 17

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

Quantum Private Wealth's AVGO Position: Q2 2026 in Review

Quantum Private Wealth reduced its Broadcom (AVGO) stake by 1% in Q2 2026, selling an estimated $179K and leaving 44,034 shares worth $16.6M. The position accounts for 4.26% of the portfolio, ranked #5.

Quantum Private Wealth first reported a position in AVGO in Q4 2021 and has held it in 19 quarters since. 4,834 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Quantum Private Wealth held 44,034 shares of Broadcom worth $16.6M as of Q2 2026.
  • Quantum Private Wealth sold 447 Broadcom shares in Q2 2026, an estimated $179K.
  • Broadcom made up 4.26% of Quantum Private Wealth's portfolio in Q2 2026, its #5 holding.
  • Quantum Private Wealth first reported a position in Broadcom in Q4 2021 and has held it in 19 quarters since.
  • 4,834 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Quantum Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.