TWA
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Tulsa Wealth Advisors’s Broadcom AVGO Stock Holding History

Tulsa Wealth Advisors’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 		$17.7M Sell
46,764
-268
-0.6% -$107K 2.49% 12
2026
Q1 		$14.6M Sell
47,032
-20,476
-30% -$6.74M 2.55% 9
2025
Q4 		$23.4M Buy
+67,508
New +$24.1M 7.77% 1

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

Tulsa Wealth Advisors's AVGO Position: Q2 2026 in Review

Tulsa Wealth Advisors reduced its Broadcom (AVGO) stake by 0.57% in Q2 2026, selling an estimated $107K and leaving 46,764 shares worth $17.7M. The position accounts for 2.49% of the portfolio, ranked #12.

Tulsa Wealth Advisors first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. The position peaked at $23.4M in Q4 2025. 4,801 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Tulsa Wealth Advisors held 46,764 shares of Broadcom worth $17.7M as of Q2 2026.
  • Tulsa Wealth Advisors sold 268 Broadcom shares in Q2 2026, an estimated $107K.
  • Broadcom made up 2.49% of Tulsa Wealth Advisors's portfolio in Q2 2026, its #12 holding.
  • Tulsa Wealth Advisors first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
  • Tulsa Wealth Advisors's Broadcom position peaked at $23.4M in Q4 2025.
  • 4,801 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Tulsa Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.