UAG
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United Advisor Group’s Broadcom AVGO Stock Holding History

United Advisor Group’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 		$2.71M Buy
7,186
+1,862
+35% +$747K 0.29% 96
2026
Q1 		$1.65M Sell
5,324
-536
-9% -$176K 0.2% 123
2025
Q4 		$2.03M Buy
5,860
+1,381
+31% +$494K 0.25% 102
2025
Q3 		$1.48M Sell
4,479
-1,606
-26% -$493K 0.2% 119
2025
Q2 		$1.68M Buy
6,085
+2,114
+53% +$459K 0.29% 92
2025
Q1 		$665K Sell
3,971
-2,201
-36% -$466K 0.14% 152
2024
Q4 		$1.43M Buy
6,172
+1,382
+29% +$256K 0.28% 82
2024
Q3 		$826K Buy
4,790
+2,040
+74% +$327K 0.19% 123
2024
Q2 		$442K Buy
+2,750
New +$385K 0.14% 149

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

United Advisor Group's AVGO Position: Q2 2026 in Review

United Advisor Group increased its Broadcom (AVGO) stake by 35% in Q2 2026, buying an estimated $747K and bringing the position to 7,186 shares worth $2.71M. The position accounts for 0.29% of the portfolio, ranked #96.

United Advisor Group first reported a position in AVGO in Q2 2024 and has held it in 9 quarters since. 4,842 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • United Advisor Group held 7,186 shares of Broadcom worth $2.71M as of Q2 2026.
  • United Advisor Group bought 1,862 Broadcom shares in Q2 2026, an estimated $747K.
  • Broadcom made up 0.29% of United Advisor Group's portfolio in Q2 2026, its #96 holding.
  • United Advisor Group first reported a position in Broadcom in Q2 2024 and has held it in 9 quarters since.
  • 4,842 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.