tru Independence’s Broadcom AVGO Stock Holding History

tru Independence’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	$581K	Buy	1,538 +12	+0.8%	+$4.81K	0.25%	45
2026 Q1	$472K	Buy	1,526 +149	+11%	+$49K	0.23%	52
2025 Q4	$477K	Buy	1,377 +241	+21%	+$86.2K	0.12%	86
2025 Q3	$375K	Buy	1,136 +140	+14%	+$43K	0.1%	97
2025 Q2	$274K	Buy	+996	New	+$216K	0.08%	108
2025 Q1	–	Sell	-911	Closed	-$211K	–	111
2024 Q4	$211K	Buy	+911	New	+$168K	0.07%	109
2021 Q1	–	Sell	-460	Closed	-$20	–	326
2020 Q4	$20	Buy	+460	New	+$17.9K	﹤0.01%	537
2020 Q3	–	Sell	-400	Closed	-$13	–	356
2020 Q2	$13	Hold	400	–	–	﹤0.01%	557
2020 Q1	$9	Hold	400	–	–	﹤0.01%	442
2019 Q4	$9K	Buy	+400	New	+$12.1K	﹤0.01%	570

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's AVGO Position: Q2 2026 in Review

tru Independence increased its Broadcom (AVGO) stake by 0.79% in Q2 2026, buying an estimated $4.81K and bringing the position to 1,538 shares worth $581K. The position accounts for 0.25% of the portfolio, ranked #45.

tru Independence first reported a position in AVGO in Q4 2019 and has held it in 10 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

tru Independence held 1,538 shares of Broadcom worth $581K as of Q2 2026.
tru Independence bought 12 Broadcom shares in Q2 2026, an estimated $4.81K.
Broadcom made up 0.25% of tru Independence's portfolio in Q2 2026, its #45 holding.
tru Independence first reported a position in Broadcom in Q4 2019 and has held it in 10 quarters since.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on tru Independence's 13F filing for Q2 2026, filed 10 Aug 2026.