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Roehl & Yi Investment Advisors’s Broadcom AVGO Stock Holding History

Roehl & Yi 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 		$2.77M Sell
19,062
-49
-0.3% -$19.6K 0.91% 28
2026
Q1 		$2.29M Buy
19,111
+612
+3% +$201K 0.86% 29
2025
Q4 		$2.35M Sell
18,499
-1,296
-7% -$463K 0.93% 26
2025
Q3 		$2.67M Buy
19,795
+12,370
+167% +$3.79M 1.16% 17
2025
Q2 		$2.05M Sell
7,425
-13
-0.2% -$2.82K 1.05% 19
2025
Q1 		$1.25M Sell
7,438
-37
-0.5% -$7.83K 0.68% 25
2024
Q4 		$1.73M Buy
+7,475
New +$1.38M 0.95% 20

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

Roehl & Yi Investment Advisors's AVGO Position: Q2 2026 in Review

Roehl & Yi Investment Advisors reduced its Broadcom (AVGO) stake by 0.26% in Q2 2026, selling an estimated $19.6K and leaving 19,062 shares worth $2.77M. The position accounts for 0.91% of the portfolio, ranked #28.

Roehl & Yi Investment Advisors first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 4,824 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Roehl & Yi Investment Advisors held 19,062 shares of Broadcom worth $2.77M as of Q2 2026.
  • Roehl & Yi Investment Advisors sold 49 Broadcom shares in Q2 2026, an estimated $19.6K.
  • Broadcom made up 0.91% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #28 holding.
  • Roehl & Yi Investment Advisors first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • 4,824 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.