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Southland Equity Partners’s Broadcom AVGO Stock Holding History

Southland Equity 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 		$1.27M Buy
3,354
+99
+3% +$39.7K 0.22% 83
2026
Q1 		$1.01M Buy
3,255
+129
+4% +$42.4K 0.2% 91
2025
Q4 		$1.08M Buy
3,126
+574
+22% +$205K 0.21% 86
2025
Q3 		$842K Sell
2,552
-719
-22% -$221K 0.17% 101
2025
Q2 		$902K Buy
3,271
+319
+11% +$69.3K 0.2% 87
2025
Q1 		$494K Buy
2,952
+271
+10% +$57.4K 0.12% 125
2024
Q4 		$622K Sell
2,681
-195
-7% -$36.1K 0.14% 105
2024
Q3 		$496K Buy
2,876
+786
+38% +$126K 0.12% 116
2024
Q2 		$336K Sell
2,090
-50
-2% -$7.01K 0.1% 141
2024
Q1 		$284K Buy
2,140
+10
+0.5% +$1.24K 0.08% 171
2023
Q4 		$238K Buy
+2,130
New +$202K 0.07% 172

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

Southland Equity Partners's AVGO Position: Q2 2026 in Review

Southland Equity Partners increased its Broadcom (AVGO) stake by 3% in Q2 2026, buying an estimated $39.7K and bringing the position to 3,354 shares worth $1.27M. The position accounts for 0.22% of the portfolio, ranked #83.

Southland Equity Partners first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Southland Equity Partners held 3,354 shares of Broadcom worth $1.27M as of Q2 2026.
  • Southland Equity Partners bought 99 Broadcom shares in Q2 2026, an estimated $39.7K.
  • Broadcom made up 0.22% of Southland Equity Partners's portfolio in Q2 2026, its #83 holding.
  • Southland Equity Partners first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.