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Relyea Zuckerberg Hanson’s Broadcom AVGO Stock Holding History

Relyea Zuckerberg Hanson’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 		$5.7M Buy
15,086
+568
+4% +$228K 0.48% 41
2026
Q1 		$4.49M Buy
14,518
+395
+3% +$130K 0.45% 46
2025
Q4 		$4.89M Sell
14,123
-408
-3% -$146K 0.49% 39
2025
Q3 		$4.79M Sell
14,531
-590
-4% -$181K 0.5% 41
2025
Q2 		$4.17M Buy
15,121
+1,314
+10% +$285K 0.49% 39
2025
Q1 		$2.31M Buy
13,807
+530
+4% +$112K 0.31% 50
2024
Q4 		$3.08M Buy
13,277
+1,588
+14% +$294K 0.41% 46
2024
Q3 		$2.02M Buy
11,689
+1,429
+14% +$229K 0.31% 48
2024
Q2 		$1.65M Buy
10,260
+740
+8% +$104K 0.28% 52
2024
Q1 		$1.26M Buy
9,520
+830
+10% +$103K 0.22% 64
2023
Q4 		$970K Buy
8,690
+480
+6% +$45.5K 0.19% 76
2023
Q3 		$682K Buy
8,210
+190
+2% +$16.5K 0.16% 83
2023
Q2 		$696K Buy
8,020
+1,410
+21% +$101K 0.16% 90
2023
Q1 		$424K Buy
6,610
+2,350
+55% +$141K 0.1% 117
2022
Q4 		$238K Buy
+4,260
New +$214K 0.07% 155
2022
Q2 		– Sell
-4,560
Closed -$270K – 143
2022
Q1 		$270K Buy
+4,560
New +$271K 0.09% 133

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

Relyea Zuckerberg Hanson's AVGO Position: Q2 2026 in Review

Relyea Zuckerberg Hanson increased its Broadcom (AVGO) stake by 3.9% in Q2 2026, buying an estimated $228K and bringing the position to 15,086 shares worth $5.7M. The position accounts for 0.48% of the portfolio, ranked #41.

Relyea Zuckerberg Hanson first reported a position in AVGO in Q1 2022 and has held it in 16 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Relyea Zuckerberg Hanson held 15,086 shares of Broadcom worth $5.7M as of Q2 2026.
  • Relyea Zuckerberg Hanson bought 568 Broadcom shares in Q2 2026, an estimated $228K.
  • Broadcom made up 0.48% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #41 holding.
  • Relyea Zuckerberg Hanson first reported a position in Broadcom in Q1 2022 and has held it in 16 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.