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Safeguard Investment Advisory Group’s Broadcom AVGO Stock Holding History

Safeguard Investment Advisory Group’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 		$6.28M Buy
16,612
+177
+1% +$71K 1.45% 11
2026
Q1 		$5.09M Sell
16,435
-75
-0.5% -$24.7K 1.41% 13
2025
Q4 		$5.71M Buy
16,510
+4,984
+43% +$1.78M 1.46% 12
2025
Q3 		$3.8M Sell
11,526
-250
-2% -$76.7K 0.94% 15
2025
Q2 		$3.25M Sell
11,776
-1,221
-9% -$265K 0.81% 16
2025
Q1 		$2.18M Buy
12,997
+3,260
+33% +$690K 0.59% 18
2024
Q4 		$2.26M Buy
9,737
+546
+6% +$101K 0.62% 19
2024
Q3 		$1.59M Buy
9,191
+361
+4% +$57.9K 0.45% 19
2024
Q2 		$1.42M Buy
8,830
+3,130
+55% +$439K 0.44% 25
2024
Q1 		$755K Sell
5,700
-150
-3% -$18.6K 0.26% 43
2023
Q4 		$653K Buy
5,850
+130
+2% +$12.3K 0.25% 44
2023
Q3 		$475K Sell
5,720
-1,230
-18% -$107K 0.21% 53
2023
Q2 		$603K Buy
+6,950
New +$496K 0.26% 49
2021
Q1 		– Sell
-140
Closed -$6K – 120
2020
Q4 		$6K Buy
+140
New +$5.46K 0.01% 487

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

Safeguard Investment Advisory Group's AVGO Position: Q2 2026 in Review

Safeguard Investment Advisory Group increased its Broadcom (AVGO) stake by 1.1% in Q2 2026, buying an estimated $71K and bringing the position to 16,612 shares worth $6.28M. The position accounts for 1.45% of the portfolio, ranked #11.

Safeguard Investment Advisory Group first reported a position in AVGO in Q4 2020 and has held it in 14 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Safeguard Investment Advisory Group held 16,612 shares of Broadcom worth $6.28M as of Q2 2026.
  • Safeguard Investment Advisory Group bought 177 Broadcom shares in Q2 2026, an estimated $71K.
  • Broadcom made up 1.45% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #11 holding.
  • Safeguard Investment Advisory Group first reported a position in Broadcom in Q4 2020 and has held it in 14 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.