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Revolve Wealth Partners’s Broadcom AVGO Stock Holding History

Revolve 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 		$5.07M Buy
13,415
+3,380
+34% +$1.36M 0.53% 36
2026
Q1 		$3.11M Buy
10,035
+419
+4% +$138K 0.4% 38
2025
Q4 		$3.33M Buy
9,616
+206
+2% +$73.7K 0.39% 39
2025
Q3 		$3.1M Buy
9,410
+270
+3% +$82.8K 0.37% 41
2025
Q2 		$2.52M Buy
9,140
+56
+0.6% +$12.2K 0.33% 45
2025
Q1 		$1.52M Buy
9,084
+1,087
+14% +$230K 0.22% 63
2024
Q4 		$1.85M Buy
7,997
+756
+10% +$140K 0.27% 59
2024
Q3 		$1.25M Sell
7,241
-79
-1% -$12.7K 0.19% 63
2024
Q2 		$1.18M Buy
7,320
+70
+1% +$9.81K 0.19% 62
2024
Q1 		$961K Buy
7,250
+1,550
+27% +$192K 0.16% 70
2023
Q4 		$636K Buy
5,700
+400
+8% +$37.9K 0.12% 79
2023
Q3 		$440K Buy
5,300
+30
+0.6% +$2.6K 0.1% 93
2023
Q2 		$457K Buy
5,270
+850
+19% +$60.6K 0.11% 85
2023
Q1 		$284K Buy
4,420
+480
+12% +$28.9K 0.07% 112
2022
Q4 		$220K Buy
+3,940
New +$198K 0.06% 132

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

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

Revolve Wealth Partners increased its Broadcom (AVGO) stake by 34% in Q2 2026, buying an estimated $1.36M and bringing the position to 13,415 shares worth $5.07M. The position accounts for 0.53% of the portfolio, ranked #36.

Revolve Wealth Partners first reported a position in AVGO in Q4 2022 and has held it in 15 quarters since. 4,828 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Revolve Wealth Partners held 13,415 shares of Broadcom worth $5.07M as of Q2 2026.
  • Revolve Wealth Partners bought 3,380 Broadcom shares in Q2 2026, an estimated $1.36M.
  • Broadcom made up 0.53% of Revolve Wealth Partners's portfolio in Q2 2026, its #36 holding.
  • Revolve Wealth Partners first reported a position in Broadcom in Q4 2022 and has held it in 15 quarters since.
  • 4,828 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.