Truepoint Inc’s Broadcom AVGO Stock Holding History

Truepoint Inc’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	$1.19M	Buy	3,160 +38	+1%	+$15.2K	0.02%	68
2026 Q1	$966K	Buy	3,122 +95	+3%	+$31.3K	0.02%	77
2025 Q4	$1.05M	Sell	3,027 -661	-18%	-$236K	0.02%	75
2025 Q3	$1.22M	Buy	3,688 +23	+0.6%	+$7.06K	0.03%	66
2025 Q2	$1.01M	Sell	3,665 -200	-5%	-$43.4K	0.03%	70
2025 Q1	$647K	Sell	3,865 -373	-9%	-$78.9K	0.02%	83
2024 Q4	$983K	Buy	4,238 +456	+12%	+$84.3K	0.03%	66
2024 Q3	$652K	Buy	3,782 +1,662	+78%	+$266K	0.02%	77
2024 Q2	$340K	Sell	2,120 -110	-5%	-$15.4K	0.01%	99
2024 Q1	$296K	Sell	2,230 -5,220	-70%	-$647K	0.01%	109
2023 Q4	$832K	Buy	7,450 +1,950	+35%	+$185K	0.02%	90
2023 Q3	$457K	Buy	+5,500	New	+$477K	0.01%	123

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

Truepoint Inc's AVGO Position: Q2 2026 in Review

Truepoint Inc increased its Broadcom (AVGO) stake by 1.2% in Q2 2026, buying an estimated $15.2K and bringing the position to 3,160 shares worth $1.19M. The position accounts for 0.02% of the portfolio, ranked #68.

Truepoint Inc first reported a position in AVGO in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.22M in Q3 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Truepoint Inc held 3,160 shares of Broadcom worth $1.19M as of Q2 2026.
Truepoint Inc bought 38 Broadcom shares in Q2 2026, an estimated $15.2K.
Broadcom made up 0.02% of Truepoint Inc's portfolio in Q2 2026, its #68 holding.
Truepoint Inc first reported a position in Broadcom in Q3 2023 and has held it in 12 quarters since.
Truepoint Inc's Broadcom position peaked at $1.22M in Q3 2025.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Truepoint Inc's 13F filing for Q2 2026, filed 31 Jul 2026.