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Tower Wealth Partners’s Broadcom AVGO Stock Holding History

Tower Wealth Partners’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 		$661K Buy
1,751
+97
+6% +$38.9K 0.33% 36
2026
Q1 		$512K Buy
1,654
+31
+2% +$10.2K 0.28% 43
2025
Q4 		$562K Buy
1,623
+45
+3% +$16.1K 0.31% 38
2025
Q3 		$521K Sell
1,578
-394
-20% -$121K 0.29% 38
2025
Q2 		$544K Buy
1,972
+111
+6% +$24.1K 0.32% 34
2025
Q1 		$312K Buy
1,861
+316
+20% +$66.9K 0.17% 53
2024
Q4 		$358K Sell
1,545
-234
-13% -$43.3K 0.19% 50
2024
Q3 		$307K Buy
1,779
+79
+5% +$12.7K 0.18% 51
2024
Q2 		$273K Sell
1,700
-70
-4% -$9.81K 0.17% 50
2024
Q1 		$235K Sell
1,770
-1,280
-42% -$159K 0.15% 53
2023
Q4 		$340K Buy
+3,050
New +$289K 0.24% 43

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

Tower Wealth Partners's AVGO Position: Q2 2026 in Review

Tower Wealth Partners increased its Broadcom (AVGO) stake by 5.9% in Q2 2026, buying an estimated $38.9K and bringing the position to 1,751 shares worth $661K. The position accounts for 0.33% of the portfolio, ranked #36.

Tower Wealth Partners first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 4,843 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Tower Wealth Partners held 1,751 shares of Broadcom worth $661K as of Q2 2026.
  • Tower Wealth Partners bought 97 Broadcom shares in Q2 2026, an estimated $38.9K.
  • Broadcom made up 0.33% of Tower Wealth Partners's portfolio in Q2 2026, its #36 holding.
  • Tower Wealth Partners first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • 4,843 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Tower Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.