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Rooted Wealth Advisors’s Broadcom AVGO Stock Holding History

Rooted 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 		$1.94M Buy
5,130
+295
+6% +$118K 0.47% 40
2026
Q1 		$1.93M Buy
4,835
+1,104
+30% +$363K 0.51% 40
2025
Q4 		$1.15M Buy
3,731
+486
+15% +$174K 0.32% 53
2025
Q3 		$1.1M Buy
3,245
+281
+9% +$86.2K 0.33% 48
2025
Q2 		$813K Sell
2,964
-139
-4% -$30.2K 0.28% 49
2025
Q1 		$454K Buy
3,103
+637
+26% +$135K 0.2% 61
2024
Q4 		$564K Sell
2,466
-528
-18% -$97.7K 0.22% 54
2024
Q3 		$524K Sell
2,994
-19,316
-87% -$3.1M 0.23% 53
2024
Q2 		$358K Buy
22,310
+20,180
+947% +$2.83M 0.16% 63
2024
Q1 		$285K Buy
2,130
+190
+10% +$23.5K 0.14% 66
2023
Q4 		$237K Buy
+1,940
New +$184K 0.12% 69

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

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

Rooted Wealth Advisors increased its Broadcom (AVGO) stake by 6.1% in Q2 2026, buying an estimated $118K and bringing the position to 5,130 shares worth $1.94M. The position accounts for 0.47% of the portfolio, ranked #40.

Rooted Wealth Advisors first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Rooted Wealth Advisors held 5,130 shares of Broadcom worth $1.94M as of Q2 2026.
  • Rooted Wealth Advisors bought 295 Broadcom shares in Q2 2026, an estimated $118K.
  • Broadcom made up 0.47% of Rooted Wealth Advisors's portfolio in Q2 2026, its #40 holding.
  • Rooted Wealth Advisors first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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