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Soltis Investment Advisors’s Broadcom AVGO Stock Holding History

Soltis Investment 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 		$13.8M Buy
36,470
+4,893
+15% +$1.96M 0.77% 21
2026
Q1 		$9.77M Buy
31,577
+1,406
+5% +$463K 0.62% 33
2025
Q4 		$10.4M Sell
30,171
-23,377
-44% -$8.36M 0.69% 24
2025
Q3 		$17.7M Sell
53,548
-11,943
-18% -$3.66M 1.22% 15
2025
Q2 		$18.1M Buy
65,491
+22,230
+51% +$4.83M 1.42% 13
2025
Q1 		$7.24M Buy
43,261
+694
+2% +$147K 0.65% 36
2024
Q4 		$9.87M Buy
42,567
+3,718
+10% +$688K 0.91% 20
2024
Q3 		$6.7M Buy
38,849
+32,749
+537% +$5.25M 0.65% 42
2024
Q2 		$979K Buy
6,100
+890
+17% +$125K 0.1% 152
2024
Q1 		$690K Buy
5,210
+360
+7% +$44.6K 0.08% 169
2023
Q4 		$542K Buy
4,850
+420
+9% +$39.8K 0.06% 178
2023
Q3 		$368K Sell
4,430
-31,550
-88% -$2.73M 0.05% 200
2023
Q2 		$3.12M Sell
35,980
-13,570
-27% -$968K 0.36% 79
2023
Q1 		$3.18M Buy
49,550
+4,580
+10% +$276K 0.4% 72
2022
Q4 		$2.51M Buy
44,970
+1,740
+4% +$87.2K 0.33% 86
2022
Q3 		$1.92M Buy
43,230
+3,920
+10% +$200K 0.29% 86
2022
Q2 		$1.91M Buy
+39,310
New +$2.21M 0.28% 91

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

Soltis Investment Advisors's AVGO Position: Q2 2026 in Review

Soltis Investment Advisors increased its Broadcom (AVGO) stake by 15% in Q2 2026, buying an estimated $1.96M and bringing the position to 36,470 shares worth $13.8M. The position accounts for 0.77% of the portfolio, ranked #21.

Soltis Investment Advisors first reported a position in AVGO in Q2 2022 and has held it in 17 quarters since. The position peaked at $18.1M in Q2 2025. 4,849 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Soltis Investment Advisors held 36,470 shares of Broadcom worth $13.8M as of Q2 2026.
  • Soltis Investment Advisors bought 4,893 Broadcom shares in Q2 2026, an estimated $1.96M.
  • Broadcom made up 0.77% of Soltis Investment Advisors's portfolio in Q2 2026, its #21 holding.
  • Soltis Investment Advisors first reported a position in Broadcom in Q2 2022 and has held it in 17 quarters since.
  • Soltis Investment Advisors's Broadcom position peaked at $18.1M in Q2 2025.
  • 4,849 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.