QWP
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Quotient Wealth Partners’s Broadcom AVGO Stock Holding History

Quotient Wealth Partners’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 		$7.63M Buy
20,209
+851
+4% +$341K 0.18% 37
2026
Q1 		$5.99M Buy
19,358
+464
+2% +$153K 0.16% 43
2025
Q4 		$6.54M Buy
18,894
+73
+0.4% +$26.1K 0.17% 41
2025
Q3 		$6.21M Buy
18,821
+430
+2% +$132K 0.17% 40
2025
Q2 		$5.07M Buy
18,391
+1,647
+10% +$358K 0.15% 42
2025
Q1 		$2.8M Sell
16,744
-368
-2% -$77.9K 0.09% 57
2024
Q4 		$3.97M Buy
17,112
+787
+5% +$146K 0.13% 47
2024
Q3 		$2.82M Buy
16,325
+615
+4% +$98.6K 0.09% 52
2024
Q2 		$2.52M Buy
15,710
+2,600
+20% +$364K 0.09% 56
2024
Q1 		$1.74M Buy
13,110
+1,050
+9% +$130K 0.06% 82
2023
Q4 		$1.35M Buy
+12,060
New +$1.14M 0.05% 100

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

Quotient Wealth Partners's AVGO Position: Q2 2026 in Review

Quotient Wealth Partners increased its Broadcom (AVGO) stake by 4.4% in Q2 2026, buying an estimated $341K and bringing the position to 20,209 shares worth $7.63M. The position accounts for 0.18% of the portfolio, ranked #37.

Quotient Wealth Partners 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.

  • Quotient Wealth Partners held 20,209 shares of Broadcom worth $7.63M as of Q2 2026.
  • Quotient Wealth Partners bought 851 Broadcom shares in Q2 2026, an estimated $341K.
  • Broadcom made up 0.18% of Quotient Wealth Partners's portfolio in Q2 2026, its #37 holding.
  • Quotient Wealth Partners 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 Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.