Twin Peaks Wealth Advisors’s Broadcom AVGO Stock Holding History

Twin Peaks 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	$2.34M	Buy	6,200 +470	+8%	+$188K	0.53%	50
2026 Q1	$1.77M	Buy	5,730 +245	+4%	+$80.6K	0.45%	51
2025 Q4	$1.89M	Buy	5,485 +637	+13%	+$228K	0.55%	47
2025 Q3	$1.6M	Sell	4,848 -23	-0.5%	-$7.06K	0.55%	45
2025 Q2	$1.52M	Buy	4,871 +443	+10%	+$96.2K	0.49%	44
2025 Q1	$792K	Buy	4,428 +27	+0.6%	+$5.71K	0.36%	61
2024 Q4	$1.02M	Buy	4,401 +585	+15%	+$108K	0.43%	54
2024 Q3	$658K	Sell	3,816 -9,244	-71%	-$1.48M	0.3%	66
2024 Q2	$2.1M	Buy	13,060 +9,430	+260%	+$1.32M	1.05%	26
2024 Q1	$481K	Buy	3,630 +200	+6%	+$24.8K	0.27%	71
2023 Q4	$383K	Buy	+3,430	New	+$325K	0.24%	80

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

Twin Peaks Wealth Advisors's AVGO Position: Q2 2026 in Review

Twin Peaks Wealth Advisors increased its Broadcom (AVGO) stake by 8.2% in Q2 2026, buying an estimated $188K and bringing the position to 6,200 shares worth $2.34M. The position accounts for 0.53% of the portfolio, ranked #50.

Twin Peaks Wealth Advisors first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 4,849 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Twin Peaks Wealth Advisors held 6,200 shares of Broadcom worth $2.34M as of Q2 2026.
Twin Peaks Wealth Advisors bought 470 Broadcom shares in Q2 2026, an estimated $188K.
Broadcom made up 0.53% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #50 holding.
Twin Peaks Wealth Advisors first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
4,849 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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