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Rhodes Investment Advisors’s Broadcom AVGO Stock Holding History

Rhodes 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 		$281K Sell
743
-36
-5% -$14.4K 0.21% 97
2026
Q1 		$241K Buy
779
+8
+1% +$2.63K 0.21% 99
2025
Q4 		$267K Buy
+771
New +$276K 0.22% 92

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

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

Rhodes Investment Advisors reduced its Broadcom (AVGO) stake by 4.6% in Q2 2026, selling an estimated $14.4K and leaving 743 shares worth $281K. The position accounts for 0.21% of the portfolio, ranked #97.

Rhodes Investment Advisors first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. 4,801 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Rhodes Investment Advisors held 743 shares of Broadcom worth $281K as of Q2 2026.
  • Rhodes Investment Advisors sold 36 Broadcom shares in Q2 2026, an estimated $14.4K.
  • Broadcom made up 0.21% of Rhodes Investment Advisors's portfolio in Q2 2026, its #97 holding.
  • Rhodes Investment Advisors first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
  • 4,801 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Rhodes Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.