RBWA
AVGO icon

RFG - Bristol Wealth Advisors’s Broadcom AVGO Stock Holding History

RFG - Bristol Wealth 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 		$5.33M Sell
14,116
-405
-3% -$162K 1.29% 20
2026
Q1 		$4.49M Sell
14,521
-473
-3% -$156K 1.21% 21
2025
Q4 		$5.19M Buy
14,994
+128
+0.9% +$45.8K 1.45% 17
2025
Q3 		$4.9M Sell
14,866
-52
-0.3% -$16K 1.42% 15
2025
Q2 		$4.11M Sell
14,918
-1,407
-9% -$306K 1.28% 20
2025
Q1 		$2.73M Sell
16,325
-5,052
-24% -$1.07M 0.92% 24
2024
Q4 		$4.96M Buy
+21,377
New +$3.95M 1.63% 16

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

RFG - Bristol Wealth Advisors's AVGO Position: Q2 2026 in Review

RFG - Bristol Wealth Advisors reduced its Broadcom (AVGO) stake by 2.8% in Q2 2026, selling an estimated $162K and leaving 14,116 shares worth $5.33M. The position accounts for 1.29% of the portfolio, ranked #20.

RFG - Bristol Wealth Advisors first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • RFG - Bristol Wealth Advisors held 14,116 shares of Broadcom worth $5.33M as of Q2 2026.
  • RFG - Bristol Wealth Advisors sold 405 Broadcom shares in Q2 2026, an estimated $162K.
  • Broadcom made up 1.29% of RFG - Bristol Wealth Advisors's portfolio in Q2 2026, its #20 holding.
  • RFG - Bristol Wealth Advisors first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.