Talon Private Wealth
AVGO icon

Talon Private Wealth’s Broadcom AVGO Stock Holding History

Talon Private Wealth’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 		$6.05M Buy
16,020
+1,679
+12% +$673K 0.71% 37
2026
Q1 		$4.44M Buy
+14,341
New +$4.72M 0.59% 35
2025
Q2 		$4.03M Buy
14,626
+793
+6% +$172K 0.56% 26
2025
Q1 		$2.38M Buy
13,833
+11,485
+489% +$2.43M 0.32% 51
2024
Q4 		$544K Buy
2,348
+494
+27% +$91.4K 0.11% 75
2024
Q3 		$320K Buy
+1,854
New +$297K 0.07% 70

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 $3.38T AUM 44.17% 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

Talon Private Wealth's AVGO Position: Q2 2026 in Review

Talon Private Wealth increased its Broadcom (AVGO) stake by 12% in Q2 2026, buying an estimated $673K and bringing the position to 16,020 shares worth $6.05M. The position accounts for 0.71% of the portfolio, ranked #37.

Talon Private Wealth first reported a position in AVGO in Q3 2024 and has held it in 6 quarters since. 4,872 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Talon Private Wealth held 16,020 shares of Broadcom worth $6.05M as of Q2 2026.
  • Talon Private Wealth bought 1,679 Broadcom shares in Q2 2026, an estimated $673K.
  • Broadcom made up 0.71% of Talon Private Wealth's portfolio in Q2 2026, its #37 holding.
  • Talon Private Wealth first reported a position in Broadcom in Q3 2024 and has held it in 6 quarters since.
  • 4,872 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Talon Private Wealth's 13F filing for Q2 2026, filed 11 Sep 2026.