WSA
AVGO icon

Warm Springs Advisors’s Broadcom AVGO Stock Holding History

Warm Springs 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 		$11.4M Sell
30,118
-128
-0.4% -$51.3K 7.87% 3
2026
Q1 		$9.36M Sell
30,246
-365
-1% -$120K 7.95% 2
2025
Q4 		$10.6M Sell
30,611
-1,079
-3% -$386K 8.2% 2
2025
Q3 		$10.5M Sell
31,690
-54
-0.2% -$16.6K 7.94% 2
2025
Q2 		$8.75M Sell
31,744
-1,074
-3% -$233K 7.51% 2
2025
Q1 		$5.49M Buy
32,818
+10,145
+45% +$2.15M 5.52% 3
2024
Q4 		$5.26M Buy
+22,673
New +$4.19M 4.88% 6

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 $3.38T AUM 44.17% 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

Warm Springs Advisors's AVGO Position: Q2 2026 in Review

Warm Springs Advisors reduced its Broadcom (AVGO) stake by 0.42% in Q2 2026, selling an estimated $51.3K and leaving 30,118 shares worth $11.4M. The position accounts for 7.87% of the portfolio, ranked #3.

Warm Springs Advisors first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 4,857 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Warm Springs Advisors held 30,118 shares of Broadcom worth $11.4M as of Q2 2026.
  • Warm Springs Advisors sold 128 Broadcom shares in Q2 2026, an estimated $51.3K.
  • Broadcom made up 7.87% of Warm Springs Advisors's portfolio in Q2 2026, its #3 holding.
  • Warm Springs Advisors first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • 4,857 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Warm Springs Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.