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Uniting Wealth Partners’s Broadcom AVGO Stock Holding History

Uniting Wealth Partners’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 		$1.52M Sell
4,025
-683
-15% -$274K 0.31% 56
2026
Q1 		$1.46M Sell
4,708
-162
-3% -$53.3K 0.31% 53
2025
Q4 		$1.69M Sell
4,870
-543
-10% -$194K 0.52% 36
2025
Q3 		$1.79M Buy
5,413
+3,893
+256% +$1.19M 0.42% 46
2025
Q2 		$419K Buy
1,520
+100
+7% +$21.7K 0.16% 65
2025
Q1 		$238K Hold
1,420
– – 0.12% 86
2024
Q4 		$329K Buy
+1,420
New +$263K 0.16% 68

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 $3.38T AUM 44.17% 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

Uniting Wealth Partners's AVGO Position: Q2 2026 in Review

Uniting Wealth Partners reduced its Broadcom (AVGO) stake by 15% in Q2 2026, selling an estimated $274K and leaving 4,025 shares worth $1.52M. The position accounts for 0.31% of the portfolio, ranked #56.

Uniting Wealth Partners first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.79M in Q3 2025. 4,859 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Uniting Wealth Partners held 4,025 shares of Broadcom worth $1.52M as of Q2 2026.
  • Uniting Wealth Partners sold 683 Broadcom shares in Q2 2026, an estimated $274K.
  • Broadcom made up 0.31% of Uniting Wealth Partners's portfolio in Q2 2026, its #56 holding.
  • Uniting Wealth Partners first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • Uniting Wealth Partners's Broadcom position peaked at $1.79M in Q3 2025.
  • 4,859 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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