SIMA Wealth Partners’s Broadcom AVGO Stock Holding History

SIMA 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	$306K	Hold	810	–	–	0.22%	43
2026 Q1	$251K	Hold	810	–	–	0.19%	46
2025 Q4	$280K	Hold	810	–	–	0.21%	43
2025 Q3	$267K	Sell	810 -90	-10%	-$27.6K	0.2%	44
2025 Q2	$248K	Sell	900 -100	-10%	-$21.7K	0.2%	43
2025 Q1	$167K	Hold	1,000	–	–	0.14%	51
2024 Q4	$232K	Hold	1,000	–	–	0.2%	47
2024 Q3	$173K	Hold	1,000	–	–	0.15%	50
2024 Q2	$161K	Buy	+1,000	New	+$140K	0.15%	50

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

SIMA Wealth Partners held its Broadcom (AVGO) position steady in Q2 2026 at 810 shares worth $306K. The position accounts for 0.22% of the portfolio, ranked #43.

SIMA Wealth Partners first reported a position in AVGO in Q2 2024 and has held it in 9 quarters since. 4,802 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

SIMA Wealth Partners held 810 shares of Broadcom worth $306K as of Q2 2026.
SIMA Wealth Partners left its Broadcom share count unchanged in Q2 2026.
Broadcom made up 0.22% of SIMA Wealth Partners's portfolio in Q2 2026, its #43 holding.
SIMA Wealth Partners first reported a position in Broadcom in Q2 2024 and has held it in 9 quarters since.
4,802 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.