RWA
AVGO icon

Roberts Wealth Advisors’s Broadcom AVGO Stock Holding History

Roberts 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 		$640K Buy
1,693
+20
+1% +$8.02K 0.15% 77
2026
Q1 		$518K Sell
1,673
-233
-12% -$76.7K 0.13% 81
2025
Q4 		$660K Sell
1,906
-9
-0.5% -$3.22K 0.17% 74
2025
Q3 		$632K Sell
1,915
-50
-3% -$15.3K 0.17% 72
2025
Q2 		$542K Sell
1,965
-150
-7% -$32.6K 0.16% 73
2025
Q1 		$354K Hold
2,115
– – 0.11% 86
2024
Q4 		$482K Sell
2,115
-305
-13% -$56.4K 0.15% 77
2024
Q3 		$437K Sell
2,420
-280
-10% -$44.9K 0.14% 77
2024
Q2 		$468K Hold
2,700
– – 0.16% 72
2024
Q1 		$354K Buy
+2,700
New +$335K 0.13% 79
2023
Q4 		– Sell
-3,210
Closed -$290K – 58
2023
Q3 		$290K Buy
3,210
+50
+2% +$4.33K 0.13% 79
2023
Q2 		$274K Hold
3,160
– – 0.12% 77
2023
Q1 		$200K Buy
+3,160
New +$190K 0.09% 83
2022
Q2 		– Sell
-3,600
Closed -$226K – 85
2022
Q1 		$226K Hold
3,600
– – 0.09% 89
2021
Q4 		$239K Buy
+3,600
New +$202K 0.09% 93

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

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

Roberts Wealth Advisors increased its Broadcom (AVGO) stake by 1.2% in Q2 2026, buying an estimated $8.02K and bringing the position to 1,693 shares worth $640K. The position accounts for 0.15% of the portfolio, ranked #77.

Roberts Wealth Advisors first reported a position in AVGO in Q4 2021 and has held it in 15 quarters since. The position peaked at $660K in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Roberts Wealth Advisors held 1,693 shares of Broadcom worth $640K as of Q2 2026.
  • Roberts Wealth Advisors bought 20 Broadcom shares in Q2 2026, an estimated $8.02K.
  • Broadcom made up 0.15% of Roberts Wealth Advisors's portfolio in Q2 2026, its #77 holding.
  • Roberts Wealth Advisors first reported a position in Broadcom in Q4 2021 and has held it in 15 quarters since.
  • Roberts Wealth Advisors's Broadcom position peaked at $660K in Q4 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Roberts Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.