VWA
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Valued Wealth Advisors’s Broadcom AVGO Stock Holding History

Valued 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 		$281K Buy
745
+40
+6% +$16K 0.1% 43
2026
Q1 		$218K Buy
705
+17
+2% +$5.59K 0.09% 43
2025
Q4 		$238K Buy
688
+19
+3% +$6.79K 0.1% 41
2025
Q3 		$221K Sell
669
-6
-0.9% -$1.84K 0.1% 39
2025
Q2 		$186K Buy
675
+27
+4% +$5.86K 0.1% 41
2025
Q1 		$109K Sell
648
-54
-8% -$11.4K 0.07% 58
2024
Q4 		$163K Sell
702
-67
-9% -$12.4K 0.1% 44
2024
Q3 		$133K Sell
769
-81
-10% -$13K 0.09% 42
2024
Q2 		$136K Buy
850
+120
+16% +$16.8K 0.09% 40
2024
Q1 		$96.8K Buy
730
+250
+52% +$31K 0.07% 41
2023
Q4 		$39.9K Buy
+480
New +$45.5K 0.04% 58

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

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

Valued Wealth Advisors increased its Broadcom (AVGO) stake by 5.7% in Q2 2026, buying an estimated $16K and bringing the position to 745 shares worth $281K. The position accounts for 0.1% of the portfolio, ranked #43.

Valued Wealth Advisors first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Valued Wealth Advisors held 745 shares of Broadcom worth $281K as of Q2 2026.
  • Valued Wealth Advisors bought 40 Broadcom shares in Q2 2026, an estimated $16K.
  • Broadcom made up 0.1% of Valued Wealth Advisors's portfolio in Q2 2026, its #43 holding.
  • Valued Wealth Advisors first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.