RA
AVGO icon

Rise Advisors’s Broadcom AVGO Stock Holding History

Rise 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 		$1.25M Buy
3,297
+85
+3% +$34.1K 0.35% 27
2026
Q1 		$1.01M Buy
3,212
+34
+1% +$11.2K 0.35% 26
2025
Q4 		$1.1M Sell
3,178
-153
-5% -$54.7K 0.39% 24
2025
Q3 		$1.1M Buy
3,331
+128
+4% +$39.3K 0.39% 25
2025
Q2 		$883K Buy
3,203
+121
+4% +$26.3K 0.35% 26
2025
Q1 		$516K Buy
3,082
+747
+32% +$158K 0.23% 39
2024
Q4 		$541K Buy
2,335
+67
+3% +$12.4K 0.26% 35
2024
Q3 		$391K Buy
2,268
+8
+0.4% +$1.28K 0.19% 56
2024
Q2 		$363K Sell
2,260
-10
-0.4% -$1.4K 0.19% 54
2024
Q1 		$302K Buy
2,270
+1,870
+468% +$232K 0.16% 62
2023
Q4 		$44.5K Buy
400
+100
+33% +$9.47K 0.03% 170
2023
Q3 		$24.7K Buy
300
+130
+76% +$11.3K 0.02% 207
2023
Q2 		$14.3K Sell
170
-140
-45% -$9.98K 0.01% 290
2023
Q1 		$20K Buy
310
+80
+35% +$4.81K 0.02% 255
2022
Q4 		$12.8K Hold
230
– – 0.01% 316
2022
Q3 		$10K Hold
230
– – 0.01% 330
2022
Q2 		$11K Buy
230
+10
+5% +$561 0.01% 321
2022
Q1 		$14K Sell
220
-30
-12% -$1.78K 0.01% 287
2021
Q4 		$16.8K Buy
+250
New +$14.1K 0.02% 264

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

Rise Advisors's AVGO Position: Q2 2026 in Review

Rise Advisors increased its Broadcom (AVGO) stake by 2.6% in Q2 2026, buying an estimated $34.1K and bringing the position to 3,297 shares worth $1.25M. The position accounts for 0.35% of the portfolio, ranked #27.

Rise Advisors first reported a position in AVGO in Q4 2021 and has held it in 19 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Rise Advisors held 3,297 shares of Broadcom worth $1.25M as of Q2 2026.
  • Rise Advisors bought 85 Broadcom shares in Q2 2026, an estimated $34.1K.
  • Broadcom made up 0.35% of Rise Advisors's portfolio in Q2 2026, its #27 holding.
  • Rise Advisors first reported a position in Broadcom in Q4 2021 and has held it in 19 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Rise Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.