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Savvy Advisors Inc’s Broadcom AVGO Stock Holding History

Savvy Advisors Inc’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 		$31.2M Buy
82,707
+12,965
+19% +$5.2M 0.66% 29
2026
Q1 		$21.6M Buy
69,742
+7,483
+12% +$2.46M 0.58% 33
2025
Q4 		$21.5M Buy
62,259
+18,156
+41% +$6.49M 0.7% 30
2025
Q3 		$14.6M Buy
44,103
+7,224
+20% +$2.22M 0.67% 29
2025
Q2 		$10.2M Buy
36,879
+13,752
+59% +$2.99M 0.68% 30
2025
Q1 		$3.87M Buy
23,127
+4,590
+25% +$971K 0.39% 49
2024
Q4 		$4.3M Buy
18,537
+2,601
+16% +$481K 0.52% 33
2024
Q3 		$2.75M Buy
15,936
+816
+5% +$131K 0.56% 36
2024
Q2 		$2.43M Buy
15,120
+7,880
+109% +$1.1M 0.79% 24
2024
Q1 		$960K Buy
7,240
+4,870
+205% +$603K 0.55% 47
2023
Q4 		$265K Buy
+2,370
New +$224K 0.26% 124

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

Savvy Advisors Inc's AVGO Position: Q2 2026 in Review

Savvy Advisors Inc increased its Broadcom (AVGO) stake by 19% in Q2 2026, buying an estimated $5.2M and bringing the position to 82,707 shares worth $31.2M. The position accounts for 0.66% of the portfolio, ranked #29.

Savvy Advisors Inc 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.

  • Savvy Advisors Inc held 82,707 shares of Broadcom worth $31.2M as of Q2 2026.
  • Savvy Advisors Inc bought 12,965 Broadcom shares in Q2 2026, an estimated $5.2M.
  • Broadcom made up 0.66% of Savvy Advisors Inc's portfolio in Q2 2026, its #29 holding.
  • Savvy Advisors Inc 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 Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.