Values First Advisors’s Broadcom AVGO Stock Holding History

Values First 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	$3.2M	Buy	8,474 +4,424	+109%	+$1.77M	1.46%	11
2026 Q1	$1.25M	Buy	4,050 +433	+12%	+$142K	0.65%	50
2025 Q4	$1.25M	Buy	3,617 +618	+21%	+$221K	0.65%	49
2025 Q3	$989K	Sell	2,999 -19	-0.6%	-$5.83K	0.53%	57
2025 Q2	$832K	Sell	3,018 -34	-1%	-$7.38K	0.45%	63
2025 Q1	$512K	Buy	3,052 +1,013	+50%	+$214K	0.3%	93
2024 Q4	$473K	Buy	+2,039	New	+$377K	0.26%	102

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

Values First Advisors's AVGO Position: Q2 2026 in Review

Values First Advisors increased its Broadcom (AVGO) stake by 109% in Q2 2026, buying an estimated $1.77M and bringing the position to 8,474 shares worth $3.2M. The position accounts for 1.46% of the portfolio, ranked #11.

Values First Advisors first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 4,842 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Values First Advisors held 8,474 shares of Broadcom worth $3.2M as of Q2 2026.
Values First Advisors bought 4,424 Broadcom shares in Q2 2026, an estimated $1.77M.
Broadcom made up 1.46% of Values First Advisors's portfolio in Q2 2026, its #11 holding.
Values First Advisors first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
4,842 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Values First Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.