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Strategic Wealth Advisors’s Broadcom AVGO Stock Holding History

Strategic 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 		$24K Buy
71
+10
+16% +$4.01K 0.02% 134
2026
Q1 		$18K Sell
61
-10
-14% -$3.29K 0.01% 150
2025
Q4 		$24K Buy
+71
New +$25.4K 0.02% 134

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 Wealth Advisors's AVGO Position: Q2 2026 in Review

Strategic Wealth Advisors increased its Broadcom (AVGO) stake by 16% in Q2 2026, buying an estimated $4.01K and bringing the position to 71 shares worth $24K. The position accounts for 0.02% of the portfolio, ranked #134.

Strategic Wealth Advisors first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Strategic Wealth Advisors held 71 shares of Broadcom worth $24K as of Q2 2026.
  • Strategic Wealth Advisors bought 10 Broadcom shares in Q2 2026, an estimated $4.01K.
  • Broadcom made up 0.02% of Strategic Wealth Advisors's portfolio in Q2 2026, its #134 holding.
  • Strategic Wealth Advisors first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Strategic Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.