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Vision Retirement’s Broadcom AVGO Stock Holding History

Vision Retirement’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 		$7.2M Buy
19,072
+335
+2% +$134K 1.74% 12
2026
Q1 		$5.8M Buy
18,737
+80
+0.4% +$26.3K 1.65% 12
2025
Q4 		$6.46M Buy
+18,657
New +$6.67M 1.73% 12

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
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vision Retirement's AVGO Position: Q2 2026 in Review

Vision Retirement increased its Broadcom (AVGO) stake by 1.8% in Q2 2026, buying an estimated $134K and bringing the position to 19,072 shares worth $7.2M. The position accounts for 1.74% of the portfolio, ranked #12.

Vision Retirement first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. 4,632 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Vision Retirement held 19,072 shares of Broadcom worth $7.2M as of Q2 2026.
  • Vision Retirement bought 335 Broadcom shares in Q2 2026, an estimated $134K.
  • Broadcom made up 1.74% of Vision Retirement's portfolio in Q2 2026, its #12 holding.
  • Vision Retirement first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
  • 4,632 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.