Tanglewood Legacy Advisors’s Broadcom AVGO Stock Holding History

Tanglewood Legacy 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	$649K	Buy	1,719 +122	+8%	+$48.9K	0.21%	65
2026 Q1	$494K	Buy	1,597 +152	+11%	+$50K	0.18%	73
2025 Q4	$500K	Hold	1,445	–	–	0.19%	70
2025 Q3	$477K	Sell	1,445 -194	-12%	-$59.5K	0.18%	70
2025 Q2	$452K	Buy	1,639 +739	+82%	+$160K	0.19%	67
2025 Q1	$151K	Hold	900	–	–	0.07%	108
2024 Q4	$209K	Hold	900	–	–	0.09%	90
2024 Q3	$155K	Hold	900	–	–	0.07%	99
2024 Q2	$144K	Hold	900	–	–	0.07%	102
2024 Q1	$119K	Hold	900	–	–	0.06%	107
2023 Q4	$100K	Hold	900	–	–	0.05%	115
2023 Q3	$74.8K	Hold	900	–	–	0.04%	132
2023 Q2	$78.1K	Hold	900	–	–	0.05%	130
2023 Q1	$57.7K	Hold	900	–	–	0.04%	139
2022 Q4	$50.3K	Buy	+900	New	+$45.1K	0.04%	129

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Tanglewood Legacy Advisors's AVGO Position: Q2 2026 in Review

Tanglewood Legacy Advisors increased its Broadcom (AVGO) stake by 7.6% in Q2 2026, buying an estimated $48.9K and bringing the position to 1,719 shares worth $649K. The position accounts for 0.21% of the portfolio, ranked #65.

Tanglewood Legacy Advisors first reported a position in AVGO in Q4 2022 and has held it in 15 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Tanglewood Legacy Advisors held 1,719 shares of Broadcom worth $649K as of Q2 2026.
Tanglewood Legacy Advisors bought 122 Broadcom shares in Q2 2026, an estimated $48.9K.
Broadcom made up 0.21% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #65 holding.
Tanglewood Legacy Advisors first reported a position in Broadcom in Q4 2022 and has held it in 15 quarters since.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.