Tru Independence Asset Management 2’s Broadcom AVGO Stock Holding History

Tru Independence Asset Management 2’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	$253K	Buy	+670	New	+$269K	0.14%	83
2023 Q1	$400K	Buy	+6,230	New	+$375K	0.4%	48
2022 Q3	$292K	Sell	6,570 -470	-7%	-$24K	0.31%	47
2022 Q2	$342K	Sell	7,040 -13,530	-66%	-$759K	0.28%	46
2022 Q1	$1.29M	Sell	20,570 -6,060	-23%	-$360K	0.74%	26
2021 Q4	$1.77M	Buy	26,630 +1,680	+7%	+$94.4K	0.94%	23
2021 Q3	$1.21M	Sell	24,950 -4,890	-16%	-$238K	0.86%	25
2021 Q2	$1.42M	Buy	29,840 +760	+3%	+$35.2K	0.97%	26
2021 Q1	$1.35M	Buy	29,080 +1,990	+7%	+$92K	1.07%	23
2020 Q4	$1.19M	Buy	+27,090	New	+$1.06M	1%	21

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

Tru Independence Asset Management 2's AVGO Position: Q2 2026 in Review

Tru Independence Asset Management 2 opened a new position in Broadcom (AVGO) in Q2 2026: 670 shares worth $253K. The stake represents 0.14% of the portfolio and ranks #83 among its holdings. This is a return to the name: Tru Independence Asset Management 2 previously reported a position in AVGO as recently as Q1 2023.

Tru Independence Asset Management 2 first reported a position in AVGO in Q4 2020 and has held it in 10 quarters since. The position peaked at $1.77M in Q4 2021. 4,846 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Tru Independence Asset Management 2 held 670 shares of Broadcom worth $253K as of Q2 2026.
Broadcom was a new Tru Independence Asset Management 2 position in Q2 2026.
Broadcom made up 0.14% of Tru Independence Asset Management 2's portfolio in Q2 2026, its #83 holding.
Tru Independence Asset Management 2 first reported a position in Broadcom in Q4 2020 and has held it in 10 quarters since.
Tru Independence Asset Management 2's Broadcom position peaked at $1.77M in Q4 2021.
4,846 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Tru Independence Asset Management 2's 13F filing for Q2 2026, filed 11 Aug 2026.