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Strategic Advisors’s Broadcom AVGO Stock Holding History

Strategic 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 		$4.92M Sell
13,022
-8,752
-40% -$3.51M 1.08% 22
2026
Q1 		$6.74M Buy
21,774
+489
+2% +$161K 1.12% 26
2025
Q4 		$7.37M Buy
21,285
+1,132
+6% +$405K 1.15% 21
2025
Q3 		$6.65M Buy
20,153
+2,520
+14% +$773K 1.07% 26
2025
Q2 		$4.86M Buy
17,633
+1,370
+8% +$297K 0.96% 24
2025
Q1 		$2.72M Buy
16,263
+10,178
+167% +$2.15M 0.52% 40
2024
Q4 		$1.41M Buy
6,085
+2,160
+55% +$400K 0.25% 79
2024
Q3 		$677K Buy
3,925
+2,165
+123% +$347K 0.13% 122
2024
Q2 		$283K Buy
+1,760
New +$247K 0.05% 174
2024
Q1 		– Sell
-13,300
Closed -$1.48M – 203
2023
Q4 		$1.48M Sell
13,300
-33,420
-72% -$3.16M 0.28% 77
2023
Q3 		$3.88M Buy
46,720
+170
+0.4% +$14.7K 0.77% 33
2023
Q2 		$4.04M Buy
46,550
+210
+0.5% +$15K 0.77% 33
2023
Q1 		$2.97M Hold
46,340
– – 0.6% 39
2022
Q4 		$2.59M Buy
46,340
+10,800
+30% +$542K 0.58% 40
2022
Q3 		$1.58M Hold
35,540
– – 0.35% 66
2022
Q2 		$1.73M Sell
35,540
-100
-0.3% -$5.61K 0.36% 66
2022
Q1 		$2.24M Buy
35,640
+27,150
+320% +$1.61M 0.39% 55
2021
Q4 		$564K Buy
8,490
+2,310
+37% +$130K 0.08% 143
2021
Q3 		$299K Buy
6,180
+1,980
+47% +$96.3K 0.06% 149
2021
Q2 		$200K Buy
+4,200
New +$195K 0.05% 160
2021
Q1 		– Sell
-4,960
Closed -$219K – 160
2020
Q4 		$219K Buy
+4,960
New +$193K 0.06% 144

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

Strategic Advisors's AVGO Position: Q2 2026 in Review

Strategic Advisors reduced its Broadcom (AVGO) stake by 40% in Q2 2026, selling an estimated $3.51M and leaving 13,022 shares worth $4.92M. The position accounts for 1.08% of the portfolio, ranked #22.

Strategic Advisors first reported a position in AVGO in Q4 2020 and has held it in 21 quarters since. The position peaked at $7.37M in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Strategic Advisors held 13,022 shares of Broadcom worth $4.92M as of Q2 2026.
  • Strategic Advisors sold 8,752 Broadcom shares in Q2 2026, an estimated $3.51M.
  • Broadcom made up 1.08% of Strategic Advisors's portfolio in Q2 2026, its #22 holding.
  • Strategic Advisors first reported a position in Broadcom in Q4 2020 and has held it in 21 quarters since.
  • Strategic Advisors's Broadcom position peaked at $7.37M in Q4 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Strategic Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.