SVWG
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Shared Vision Wealth Group’s Broadcom AVGO Stock Holding History

Shared Vision Wealth 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 		$4.85M Sell
12,829
-248
-2% -$99.4K 1.67% 12
2026
Q1 		$4.05M Sell
13,077
-533
-4% -$175K 1.65% 17
2025
Q4 		$4.42M Sell
13,610
-752
-5% -$269K 1.79% 16
2025
Q3 		$4.89M Buy
14,362
+25
+0.2% +$7.67K 2.07% 14
2025
Q2 		$4.21M Buy
14,337
+74
+0.5% +$16.1K 2.1% 12
2025
Q1 		$2.39M Sell
14,263
-1,631
-10% -$345K 1.3% 18
2024
Q4 		$3.68M Sell
15,894
-1,734
-10% -$321K 1.94% 10
2024
Q3 		$3.04M Buy
17,628
+28
+0.2% +$4.49K 1.62% 13
2024
Q2 		$2.82M Sell
17,600
-1,010
-5% -$142K 1.64% 14
2024
Q1 		$2.47M Sell
18,610
-2,100
-10% -$260K 1.54% 15
2023
Q4 		$2.31M Buy
+20,710
New +$1.96M 1.54% 15

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

Shared Vision Wealth Group's AVGO Position: Q2 2026 in Review

Shared Vision Wealth Group reduced its Broadcom (AVGO) stake by 1.9% in Q2 2026, selling an estimated $99.4K and leaving 12,829 shares worth $4.85M. The position accounts for 1.67% of the portfolio, ranked #12.

Shared Vision Wealth Group first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.89M in Q3 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Shared Vision Wealth Group held 12,829 shares of Broadcom worth $4.85M as of Q2 2026.
  • Shared Vision Wealth Group sold 248 Broadcom shares in Q2 2026, an estimated $99.4K.
  • Broadcom made up 1.67% of Shared Vision Wealth Group's portfolio in Q2 2026, its #12 holding.
  • Shared Vision Wealth Group first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • Shared Vision Wealth Group's Broadcom position peaked at $4.89M in Q3 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.