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Tandem Wealth Advisors’s Broadcom AVGO Stock Holding History

Tandem 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 		$1.18M Buy
3,115
+94
+3% +$37.7K 0.47% 25
2026
Q1 		$935K Buy
3,021
+361
+14% +$119K 0.42% 25
2025
Q4 		$921K Buy
2,660
+428
+19% +$153K 0.41% 23
2025
Q3 		$736K Sell
2,232
-1,388
-38% -$426K 0.35% 24
2025
Q2 		$998K Buy
3,620
+1,417
+64% +$308K 0.49% 20
2025
Q1 		$369K Sell
2,203
-1,412
-39% -$299K 0.19% 40
2024
Q4 		$838K Buy
3,615
+142
+4% +$26.3K 0.43% 22
2024
Q3 		$599K Sell
3,473
-97
-3% -$15.6K 0.3% 23
2024
Q2 		$573K Sell
3,570
-40
-1% -$5.61K 0.31% 23
2024
Q1 		$478K Sell
3,610
-480
-12% -$59.5K 0.26% 25
2023
Q4 		$457K Sell
4,090
-220
-5% -$20.8K 0.26% 23
2023
Q3 		$358K Sell
4,310
-40
-0.9% -$3.47K 0.22% 31
2023
Q2 		$377K Sell
4,350
-2,860
-40% -$204K 0.23% 29
2023
Q1 		$463K Sell
7,210
-200
-3% -$12K 0.29% 21
2022
Q4 		$414K Buy
+7,410
New +$372K 0.26% 26

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

Tandem Wealth Advisors's AVGO Position: Q2 2026 in Review

Tandem Wealth Advisors increased its Broadcom (AVGO) stake by 3.1% in Q2 2026, buying an estimated $37.7K and bringing the position to 3,115 shares worth $1.18M. The position accounts for 0.47% of the portfolio, ranked #25.

Tandem Wealth Advisors first reported a position in AVGO in Q4 2022 and has held it in 15 quarters since. 4,849 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Tandem Wealth Advisors held 3,115 shares of Broadcom worth $1.18M as of Q2 2026.
  • Tandem Wealth Advisors bought 94 Broadcom shares in Q2 2026, an estimated $37.7K.
  • Broadcom made up 0.47% of Tandem Wealth Advisors's portfolio in Q2 2026, its #25 holding.
  • Tandem Wealth Advisors first reported a position in Broadcom in Q4 2022 and has held it in 15 quarters since.
  • 4,849 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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