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Visionary Wealth Advisors’s Broadcom AVGO Stock Holding History

Visionary 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 		$21M Buy
55,649
+1,184
+2% +$475K 0.83% 25
2026
Q1 		$16.9M Buy
54,465
+460
+0.9% +$151K 0.75% 33
2025
Q4 		$18.7M Sell
54,005
-747
-1% -$267K 0.84% 29
2025
Q3 		$18.1M Sell
54,752
-10,045
-16% -$3.08M 0.84% 27
2025
Q2 		$17.9M Sell
64,797
-228
-0.4% -$49.5K 0.91% 22
2025
Q1 		$10.9M Sell
65,025
-6,996
-10% -$1.48M 0.65% 37
2024
Q4 		$16.7M Buy
72,021
+59
+0.1% +$10.9K 0.98% 17
2024
Q3 		$12.4M Sell
71,962
-8,448
-11% -$1.35M 0.76% 26
2024
Q2 		$12.9M Buy
80,410
+1,100
+1% +$154K 0.84% 22
2024
Q1 		$10.5M Sell
79,310
-14,630
-16% -$1.81M 0.71% 31
2023
Q4 		$10.5M Sell
93,940
-2,110
-2% -$200K 0.77% 25
2023
Q3 		$7.98M Sell
96,050
-30,970
-24% -$2.68M 0.65% 38
2023
Q2 		$11M Sell
127,020
-1,880
-1% -$134K 0.88% 24
2023
Q1 		$8.27M Sell
128,900
-670
-0.5% -$40.3K 0.7% 36
2022
Q4 		$7.25M Buy
129,570
+10,280
+9% +$515K 0.67% 44
2022
Q3 		$5.3M Buy
119,290
+780
+0.7% +$39.8K 0.55% 49
2022
Q2 		$5.76M Buy
118,510
+17,700
+18% +$993K 0.52% 49
2022
Q1 		$6.35M Buy
100,810
+6,640
+7% +$394K 0.51% 48
2021
Q4 		$6.27M Buy
94,170
+1,580
+2% +$88.8K 0.51% 47
2021
Q3 		$4.49M Sell
92,590
-1,130
-1% -$55K 0.46% 53
2021
Q2 		$4.47M Sell
93,720
-890
-0.9% -$41.2K 0.45% 53
2021
Q1 		$4.39M Sell
94,610
-17,810
-16% -$824K 0.46% 56
2020
Q4 		$4.92M Sell
112,420
-440
-0.4% -$17.2K 0.55% 47
2020
Q3 		$4.11M Buy
112,860
+3,240
+3% +$109K 0.58% 48
2020
Q2 		$3.46M Sell
109,620
-540
-0.5% -$15.1K 0.53% 48
2020
Q1 		$2.61M Buy
110,160
+63,780
+138% +$1.8M 0.49% 65
2019
Q4 		$1.47M Buy
+46,380
New +$1.41M 0.26% 83

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

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

Visionary Wealth Advisors increased its Broadcom (AVGO) stake by 2.2% in Q2 2026, buying an estimated $475K and bringing the position to 55,649 shares worth $21M. The position accounts for 0.83% of the portfolio, ranked #25.

Visionary Wealth Advisors first reported a position in AVGO in Q4 2019 and has held it in 27 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Visionary Wealth Advisors held 55,649 shares of Broadcom worth $21M as of Q2 2026.
  • Visionary Wealth Advisors bought 1,184 Broadcom shares in Q2 2026, an estimated $475K.
  • Broadcom made up 0.83% of Visionary Wealth Advisors's portfolio in Q2 2026, its #25 holding.
  • Visionary Wealth Advisors first reported a position in Broadcom in Q4 2019 and has held it in 27 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.