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Triad Wealth Partners’s Broadcom AVGO Stock Holding History

Triad 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 		$10.1M Buy
25,720
+2,582
+11% +$1.04M 0.59% 29
2026
Q1 		$7.16M Buy
23,138
+1,088
+5% +$358K 0.57% 37
2025
Q4 		$7.63M Sell
22,050
-5,352
-20% -$1.91M 0.73% 37
2025
Q3 		$9.04M Buy
27,402
+11,071
+68% +$3.4M 1.17% 23
2025
Q2 		$4.5M Buy
16,331
+2,468
+18% +$536K 0.91% 29
2025
Q1 		$2.32M Buy
13,863
+4,145
+43% +$877K 0.72% 32
2024
Q4 		$2.25M Buy
+9,718
New +$1.8M 0.81% 26
2024
Q3 		– Sell
-6,310
Closed -$1.01M – 111
2024
Q2 		$1.01M Buy
6,310
+840
+15% +$118K 0.53% 25
2024
Q1 		$725K Buy
+5,470
New +$678K 0.56% 24

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

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

Triad Wealth Partners increased its Broadcom (AVGO) stake by 11% in Q2 2026, buying an estimated $1.04M and bringing the position to 25,720 shares worth $10.1M. The position accounts for 0.59% of the portfolio, ranked #29.

Triad Wealth Partners first reported a position in AVGO in Q1 2024 and has held it in 9 quarters since. 4,848 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Triad Wealth Partners held 25,720 shares of Broadcom worth $10.1M as of Q2 2026.
  • Triad Wealth Partners bought 2,582 Broadcom shares in Q2 2026, an estimated $1.04M.
  • Broadcom made up 0.59% of Triad Wealth Partners's portfolio in Q2 2026, its #29 holding.
  • Triad Wealth Partners first reported a position in Broadcom in Q1 2024 and has held it in 9 quarters since.
  • 4,848 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.