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San Luis Wealth Advisors’s Broadcom AVGO Stock Holding History

San Luis 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 		$8.17M Sell
21,640
-241
-1% -$96.6K 1.23% 24
2026
Q1 		$6.77M Buy
21,881
+101
+0.5% +$33.2K 1.12% 28
2025
Q4 		$7.54M Sell
21,780
-1,092
-5% -$391K 1.26% 22
2025
Q3 		$7.55M Buy
22,872
+825
+4% +$253K 1.36% 17
2025
Q2 		$6.08M Buy
22,047
+4,126
+23% +$896K 1.31% 23
2025
Q1 		$3M Sell
17,921
-8,220
-31% -$1.74M 0.68% 38
2024
Q4 		$6.06M Buy
26,141
+22,257
+573% +$4.12M 1.15% 23
2024
Q3 		$670K Buy
3,884
+144
+4% +$23.1K 0.14% 80
2024
Q2 		$600K Buy
3,740
+660
+21% +$92.5K 0.14% 65
2024
Q1 		$408K Sell
3,080
-150
-5% -$18.6K 0.21% 33
2023
Q4 		$361K Sell
3,230
-230
-7% -$21.8K 0.15% 39
2023
Q3 		$288K Buy
+3,460
New +$300K 0.14% 54
2023
Q2 		– Sell
-17,050
Closed -$1.09M – 162
2023
Q1 		$1.09M Sell
17,050
-1,540
-8% -$92.7K 0.42% 64
2022
Q4 		$1.04M Buy
18,590
+6,720
+57% +$337K 0.97% 33
2022
Q3 		$527K Buy
+11,870
New +$606K 0.55% 47
2022
Q2 		– Sell
-250
Closed -$17K – 91
2022
Q1 		$17K Buy
+250
New +$14.8K 0.01% 317

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

San Luis Wealth Advisors's AVGO Position: Q2 2026 in Review

San Luis Wealth Advisors reduced its Broadcom (AVGO) stake by 1.1% in Q2 2026, selling an estimated $96.6K and leaving 21,640 shares worth $8.17M. The position accounts for 1.23% of the portfolio, ranked #24.

San Luis Wealth Advisors first reported a position in AVGO in Q1 2022 and has held it in 16 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • San Luis Wealth Advisors held 21,640 shares of Broadcom worth $8.17M as of Q2 2026.
  • San Luis Wealth Advisors sold 241 Broadcom shares in Q2 2026, an estimated $96.6K.
  • Broadcom made up 1.23% of San Luis Wealth Advisors's portfolio in Q2 2026, its #24 holding.
  • San Luis Wealth Advisors first reported a position in Broadcom in Q1 2022 and has held it in 16 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.