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Realta Investment Advisors’s Broadcom AVGO Stock Holding History

Realta Investment Advisors’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 		$6M Sell
15,875
-602
-4% -$241K 1.86% 9
2026
Q1 		$5.1M Sell
16,477
-348
-2% -$115K 1.77% 10
2025
Q4 		$5.82M Sell
16,825
-1,760
-9% -$629K 1.91% 10
2025
Q3 		$6.13M Sell
18,585
-1,343
-7% -$412K 2.05% 9
2025
Q2 		$5.49M Buy
19,928
+66
+0.3% +$14.3K 2.17% 6
2025
Q1 		$3.33M Sell
19,862
-778
-4% -$165K 1.52% 12
2024
Q4 		$4.8M Buy
20,640
+206
+1% +$38.1K 1.97% 9
2024
Q3 		$3.73M Sell
20,434
-5,926
-22% -$950K 1.71% 9
2024
Q2 		$4.23M Buy
26,360
+16,330
+163% +$2.29M 0.83% 15
2024
Q1 		$1.33M Sell
10,030
-530
-5% -$65.7K 0.27% 88
2023
Q4 		$1.18M Sell
10,560
-3,240
-23% -$307K 0.27% 94
2023
Q3 		$1.2M Sell
13,800
-450
-3% -$39K 0.28% 84
2023
Q2 		$1.24M Sell
14,250
-2,480
-15% -$177K 0.27% 84
2023
Q1 		$1.07M Buy
16,730
+1,960
+13% +$118K 0.26% 95
2022
Q4 		$826K Buy
14,770
+70
+0.5% +$3.51K 0.2% 128
2022
Q3 		$653K Buy
14,700
+1,450
+11% +$74.1K 0.17% 152
2022
Q2 		$633K Sell
13,250
-440
-3% -$24.7K 0.16% 152
2022
Q1 		$862K Buy
13,690
+3,500
+34% +$208K 0.17% 127
2021
Q4 		$678K Sell
10,190
-810
-7% -$45.5K 0.15% 170
2021
Q3 		$533K Buy
11,000
+1,030
+10% +$50.1K 0.13% 191
2021
Q2 		$475K Buy
9,970
+210
+2% +$9.73K 0.11% 209
2021
Q1 		$453K Sell
9,760
-960
-9% -$44.4K 0.12% 209
2020
Q4 		$469K Sell
10,720
-150
-1% -$5.85K 0.13% 176
2020
Q3 		$396K Buy
10,870
+3,980
+58% +$133K 0.13% 183
2020
Q2 		$217K Buy
+6,890
New +$193K 0.07% 304
2020
Q1 		– Sell
-4,380
Closed -$139K – 374
2019
Q4 		$139K Buy
4,380
+290
+7% +$8.8K 0.04% 423
2019
Q3 		$112K Sell
4,090
-700
-15% -$19.9K 0.03% 471
2019
Q2 		$136K Sell
4,790
-5,680
-54% -$166K 0.04% 420
2019
Q1 		$316K Buy
+10,470
New +$284K 0.14% 193

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

Realta Investment Advisors's AVGO Position: Q2 2026 in Review

Realta Investment Advisors reduced its Broadcom (AVGO) stake by 3.7% in Q2 2026, selling an estimated $241K and leaving 15,875 shares worth $6M. The position accounts for 1.86% of the portfolio, ranked #9.

Realta Investment Advisors first reported a position in AVGO in Q1 2019 and has held it in 29 quarters since. The position peaked at $6.13M in Q3 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Realta Investment Advisors held 15,875 shares of Broadcom worth $6M as of Q2 2026.
  • Realta Investment Advisors sold 602 Broadcom shares in Q2 2026, an estimated $241K.
  • Broadcom made up 1.86% of Realta Investment Advisors's portfolio in Q2 2026, its #9 holding.
  • Realta Investment Advisors first reported a position in Broadcom in Q1 2019 and has held it in 29 quarters since.
  • Realta Investment Advisors's Broadcom position peaked at $6.13M in Q3 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.