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River Wealth Advisors’s Broadcom AVGO Stock Holding History

River 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 		$6.17M Buy
16,331
+11,928
+271% +$4.78M 0.65% 36
2026
Q1 		$1.36M Buy
4,403
+81
+2% +$26.7K 0.16% 95
2025
Q4 		$1.5M Buy
4,322
+1,803
+72% +$645K 0.17% 89
2025
Q3 		$831K Buy
2,519
+263
+12% +$80.7K 0.1% 122
2025
Q2 		$622K Buy
2,256
+317
+16% +$68.8K 0.08% 143
2025
Q1 		$325K Buy
1,939
+87
+5% +$18.4K 0.05% 169
2024
Q4 		$429K Buy
+1,852
New +$343K 0.06% 162
2019
Q1 		– Sell
-230
Closed -$6K – 172
2018
Q4 		$6K Hold
230
– – ﹤0.01% 454
2018
Q3 		$6K Hold
230
– – ﹤0.01% 485
2018
Q2 		$6K Buy
+230
New +$5.64K ﹤0.01% 483

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

River Wealth Advisors's AVGO Position: Q2 2026 in Review

River Wealth Advisors increased its Broadcom (AVGO) stake by 271% in Q2 2026, buying an estimated $4.78M and bringing the position to 16,331 shares worth $6.17M. The position accounts for 0.65% of the portfolio, ranked #36.

River Wealth Advisors first reported a position in AVGO in Q2 2018 and has held it in 10 quarters since. 4,848 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • River Wealth Advisors held 16,331 shares of Broadcom worth $6.17M as of Q2 2026.
  • River Wealth Advisors bought 11,928 Broadcom shares in Q2 2026, an estimated $4.78M.
  • Broadcom made up 0.65% of River Wealth Advisors's portfolio in Q2 2026, its #36 holding.
  • River Wealth Advisors first reported a position in Broadcom in Q2 2018 and has held it in 10 quarters since.
  • 4,848 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on River Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.