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Simplicity Wealth’s Broadcom AVGO Stock Holding History

Simplicity Wealth’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 		$27.3M Buy
72,395
+35,816
+98% +$14.4M 0.92% 15
2026
Q1 		$11.3M Buy
36,579
+4,905
+15% +$1.61M 0.64% 30
2025
Q4 		$11M Buy
31,674
+1,618
+5% +$579K 0.65% 28
2025
Q3 		$9.92M Sell
30,056
-14,194
-32% -$4.35M 0.57% 31
2025
Q2 		$12.2M Buy
44,250
+22,710
+105% +$4.93M 0.51% 40
2025
Q1 		$3.61M Buy
21,540
+15,208
+240% +$3.22M 0.28% 83
2024
Q4 		$1.47M Sell
6,332
-10,556
-63% -$1.95M 0.31% 58
2024
Q3 		$2.91M Sell
16,888
-143,052
-89% -$22.9M 0.27% 85
2024
Q2 		$25.7M Buy
159,940
+1,730
+1% +$242K 0.58% 29
2024
Q1 		$21M Buy
158,210
+155,600
+5,962% +$19.3M 0.5% 31
2023
Q4 		$292K Buy
+2,610
New +$247K 0.11% 142

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

Simplicity Wealth's AVGO Position: Q2 2026 in Review

Simplicity Wealth increased its Broadcom (AVGO) stake by 98% in Q2 2026, buying an estimated $14.4M and bringing the position to 72,395 shares worth $27.3M. The position accounts for 0.92% of the portfolio, ranked #15.

Simplicity Wealth first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 4,834 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Simplicity Wealth held 72,395 shares of Broadcom worth $27.3M as of Q2 2026.
  • Simplicity Wealth bought 35,816 Broadcom shares in Q2 2026, an estimated $14.4M.
  • Broadcom made up 0.92% of Simplicity Wealth's portfolio in Q2 2026, its #15 holding.
  • Simplicity Wealth first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • 4,834 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.