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RWA Wealth Partners’s Broadcom AVGO Stock Holding History

RWA Wealth Partners’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 		$90.5M Buy
239,672
+7,553
+3% +$3.03M 0.87% 21
2026
Q1 		$71.8M Sell
232,119
-25,946
-10% -$8.54M 0.79% 19
2025
Q4 		$89.3M Buy
258,065
+2,399
+0.9% +$858K 0.98% 17
2025
Q3 		$84.3M Buy
255,666
+19,853
+8% +$6.09M 0.96% 16
2025
Q2 		$65M Sell
235,813
-15,951
-6% -$3.46M 0.81% 16
2025
Q1 		$42.2M Sell
251,764
-6,360
-2% -$1.35M 0.53% 30
2024
Q4 		$59.8M Buy
258,124
+9,442
+4% +$1.75M 0.74% 19
2024
Q3 		$42.9M Buy
248,682
+6,292
+3% +$1.01M 0.54% 29
2024
Q2 		$38.9M Buy
242,390
+26,440
+12% +$3.71M 0.51% 29
2024
Q1 		$28.6M Sell
215,950
-142,760
-40% -$17.7M 0.39% 40
2023
Q4 		$40M Buy
358,710
+276,320
+335% +$26.2M 0.57% 28
2023
Q3 		$6.84M Buy
82,390
+4,130
+5% +$358K 0.15% 71
2023
Q2 		$6.79M Buy
+78,260
New +$5.58M 0.15% 66
2018
Q3 		– Sell
-1,210
Closed -$29K – 263
2018
Q2 		$29K Buy
1,210
+70
+6% +$1.72K ﹤0.01% 484
2018
Q1 		$27K Buy
+1,140
New +$28.7K ﹤0.01% 386

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

RWA Wealth Partners's AVGO Position: Q2 2026 in Review

RWA Wealth Partners increased its Broadcom (AVGO) stake by 3.3% in Q2 2026, buying an estimated $3.03M and bringing the position to 239,672 shares worth $90.5M. The position accounts for 0.87% of the portfolio, ranked #21.

RWA Wealth Partners first reported a position in AVGO in Q1 2018 and has held it in 15 quarters since. 4,834 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • RWA Wealth Partners held 239,672 shares of Broadcom worth $90.5M as of Q2 2026.
  • RWA Wealth Partners bought 7,553 Broadcom shares in Q2 2026, an estimated $3.03M.
  • Broadcom made up 0.87% of RWA Wealth Partners's portfolio in Q2 2026, its #21 holding.
  • RWA Wealth Partners first reported a position in Broadcom in Q1 2018 and has held it in 15 quarters since.
  • 4,834 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.