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Virtus Wealth Solutions’s Broadcom AVGO Stock Holding History

Virtus Wealth Solutions’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 		– Sell
-40,534
Closed -$12.5M – 55
2026
Q1 		$12.5M Sell
40,534
-45,978
-53% -$15.1M 2.39% 12
2025
Q4 		$29.9M Buy
86,512
+2,888
+3% +$1.03M 5.68% 5
2025
Q3 		$27.6M Sell
83,624
-4,764
-5% -$1.46M 5.31% 5
2025
Q2 		$24.4M Buy
88,388
+78,643
+807% +$17.1M 5.02% 6
2025
Q1 		$1.63M Sell
9,745
-2,616
-21% -$554K 0.5% 20
2024
Q4 		$2.87M Buy
+12,361
New +$2.29M 0.68% 24

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

Virtus Wealth Solutions's AVGO Position: Q2 2026 in Review

Virtus Wealth Solutions sold out of Broadcom (AVGO) in Q2 2026, closing a stake of 40,534 shares — an estimated $12.5M sold.

Virtus Wealth Solutions first reported a position in AVGO in Q4 2024 and held it in 6 quarters. The position peaked at $29.9M in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Virtus Wealth Solutions reported no remaining Broadcom position as of Q2 2026 after selling out during the quarter.
  • Virtus Wealth Solutions sold 40,534 Broadcom shares in Q2 2026, an estimated $12.5M.
  • Virtus Wealth Solutions first reported a position in Broadcom in Q4 2024 and held it in 6 quarters.
  • Virtus Wealth Solutions's Broadcom position peaked at $29.9M in Q4 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Virtus Wealth Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.