VisionPoint Advisory Group’s Broadcom AVGO Stock Holding History

VisionPoint Advisory Group’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	$4.93M	Buy	13,041 +1,479	+13%	+$593K	0.8%	26
2026 Q1	$3.58M	Buy	11,562 +469	+4%	+$154K	0.67%	31
2025 Q4	$3.84M	Buy	11,093 +313	+3%	+$112K	0.75%	33
2025 Q3	$3.56M	Buy	10,780 +1,898	+21%	+$582K	0.71%	30
2025 Q2	$2.45M	Buy	8,882 +5,717	+181%	+$1.24M	0.53%	51
2025 Q1	$530K	Buy	3,165 +797	+34%	+$169K	0.18%	108
2024 Q4	$549K	Sell	2,368 -394	-14%	-$72.9K	0.19%	103
2024 Q3	$476K	Buy	2,762 +842	+44%	+$135K	0.16%	115
2024 Q2	$308K	Hold	1,920	–	–	0.11%	137
2024 Q1	$254K	Sell	1,920 -4,620	-71%	-$572K	0.09%	150
2023 Q4	$730K	Sell	6,540 -1,460	-18%	-$138K	0.27%	75
2023 Q3	$664K	Sell	8,000 -1,040	-12%	-$90.2K	0.28%	79
2023 Q2	$784K	Sell	9,040 -3,430	-28%	-$245K	0.32%	75
2023 Q1	$761K	Sell	12,470 -3,260	-21%	-$196K	0.34%	62
2022 Q4	$946K	Sell	15,730 -4,580	-23%	-$230K	0.39%	48
2022 Q3	$902K	Sell	20,310 -2,060	-9%	-$105K	0.43%	31
2022 Q2	$1.22M	Sell	22,370 -1,060	-5%	-$59.5K	0.48%	36
2022 Q1	$1.34M	Sell	23,430 -560	-2%	-$33.3K	0.62%	39
2021 Q4	$1.42M	Buy	+23,990	New	+$1.35M	0.62%	38
2020 Q2	–	Sell	-11,840	Closed	-$281K	–	108
2020 Q1	$281K	Buy	+11,840	New	+$334K	0.13%	79

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

VisionPoint Advisory Group's AVGO Position: Q2 2026 in Review

VisionPoint Advisory Group increased its Broadcom (AVGO) stake by 13% in Q2 2026, buying an estimated $593K and bringing the position to 13,041 shares worth $4.93M. The position accounts for 0.8% of the portfolio, ranked #26.

VisionPoint Advisory Group first reported a position in AVGO in Q1 2020 and has held it in 20 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

VisionPoint Advisory Group held 13,041 shares of Broadcom worth $4.93M as of Q2 2026.
VisionPoint Advisory Group bought 1,479 Broadcom shares in Q2 2026, an estimated $593K.
Broadcom made up 0.8% of VisionPoint Advisory Group's portfolio in Q2 2026, its #26 holding.
VisionPoint Advisory Group first reported a position in Broadcom in Q1 2020 and has held it in 20 quarters since.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.