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SOA Wealth Advisors’s Broadcom AVGO Stock Holding History

SOA 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 		$1.01M Buy
18,407
+1,140
+7% +$457K 0.17% 84
2026
Q1 		$772K Sell
17,267
-378
-2% -$124K 0.15% 87
2025
Q4 		$993K Buy
17,645
+678
+4% +$242K 0.17% 86
2025
Q3 		$724K Buy
16,967
+547
+3% +$168K 0.12% 97
2025
Q2 		$456K Sell
16,420
-1,801
-10% -$391K 0.09% 126
2025
Q1 		$248K Buy
18,221
+17,165
+1,625% +$3.63M 0.05% 168
2024
Q4 		$245K Buy
1,056
+355
+51% +$65.7K 0.05% 163
2024
Q3 		$121K Buy
701
+11
+2% +$1.76K 0.02% 234
2024
Q2 		$111K Buy
690
+330
+92% +$46.2K 0.02% 239
2024
Q1 		$47.7K Buy
360
+20
+6% +$2.48K 0.01% 311
2023
Q4 		$38K Buy
340
+10
+3% +$947 0.01% 326
2023
Q3 		$27.4K Hold
330
– – 0.01% 364
2023
Q2 		$28.6K Hold
330
– – 0.01% 371
2023
Q1 		$21.2K Hold
330
– – 0.01% 415
2022
Q4 		$18.5K Hold
330
– – 0.01% 417
2022
Q3 		$14K Hold
330
– – ﹤0.01% 448
2022
Q2 		$16K Hold
330
– – ﹤0.01% 417
2022
Q1 		$20K Hold
330
– – ﹤0.01% 461
2021
Q4 		$21K Hold
330
– – 0.01% 436
2021
Q3 		$16K Sell
330
-10
-3% -$486 ﹤0.01% 484
2021
Q2 		$16K Sell
340
-90
-21% -$4.17K ﹤0.01% 484
2021
Q1 		$19K Buy
430
+100
+30% +$4.62K 0.01% 412
2020
Q4 		$15K Buy
+330
New +$12.9K ﹤0.01% 446

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

SOA Wealth Advisors's AVGO Position: Q2 2026 in Review

SOA Wealth Advisors increased its Broadcom (AVGO) stake by 6.6% in Q2 2026, buying an estimated $457K and bringing the position to 18,407 shares worth $1.01M. The position accounts for 0.17% of the portfolio, ranked #84.

SOA Wealth Advisors first reported a position in AVGO in Q4 2020 and has held it in 23 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • SOA Wealth Advisors held 18,407 shares of Broadcom worth $1.01M as of Q2 2026.
  • SOA Wealth Advisors bought 1,140 Broadcom shares in Q2 2026, an estimated $457K.
  • Broadcom made up 0.17% of SOA Wealth Advisors's portfolio in Q2 2026, its #84 holding.
  • SOA Wealth Advisors first reported a position in Broadcom in Q4 2020 and has held it in 23 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.