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Warther Private Wealth’s Broadcom AVGO Stock Holding History

Warther Private Wealth’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 		$16M Buy
42,420
+6,260
+17% +$2.51M 3.51% 13
2026
Q1 		$11.2M Buy
36,160
+3,088
+9% +$1.02M 2.62% 20
2025
Q4 		$11.4M Sell
33,072
-7,098
-18% -$2.54M 2.74% 18
2025
Q3 		$13.3M Sell
40,170
-21,230
-35% -$6.51M 3.14% 17
2025
Q2 		$16.9M Buy
61,400
+59,311
+2,839% +$12.9M 4.4% 13
2025
Q1 		$350K Sell
2,089
-8,111
-80% -$1.72M 0.12% 47
2024
Q4 		$2.36M Sell
10,200
-6,795
-40% -$1.26M 0.8% 25
2024
Q3 		$2.93M Sell
16,995
-5,975
-26% -$958K 1.03% 23
2024
Q2 		$3.69M Sell
22,970
-3,160
-12% -$443K 1.44% 21
2024
Q1 		$3.46M Sell
26,130
-1,790
-6% -$222K 1.55% 21
2023
Q4 		$3.12M Sell
27,920
-2,750
-9% -$260K 1.74% 20
2023
Q3 		$2.55M Sell
30,670
-270
-0.9% -$23.4K 1.69% 19
2023
Q2 		$2.68M Sell
30,940
-2,060
-6% -$147K 1.82% 16
2023
Q1 		$2.12M Buy
33,000
+380
+1% +$22.9K 1.61% 20
2022
Q4 		$1.82M Buy
32,620
+180
+0.6% +$9.03K 1.37% 24
2022
Q3 		$1.44M Buy
32,440
+9,740
+43% +$498K 1.14% 27
2022
Q2 		$1.08M Sell
22,700
-1,200
-5% -$67.4K 0.79% 45
2022
Q1 		$1.5M Buy
23,900
+730
+3% +$43.4K 0.98% 30
2021
Q4 		$1.54M Buy
23,170
+900
+4% +$50.6K 1.14% 23
2021
Q3 		$1.08M Buy
22,270
+1,450
+7% +$70.5K 0.97% 28
2021
Q2 		$978K Buy
+20,820
New +$965K 0.95% 31

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

Warther Private Wealth's AVGO Position: Q2 2026 in Review

Warther Private Wealth increased its Broadcom (AVGO) stake by 17% in Q2 2026, buying an estimated $2.51M and bringing the position to 42,420 shares worth $16M. The position accounts for 3.51% of the portfolio, ranked #13.

Warther Private Wealth first reported a position in AVGO in Q2 2021 and has held it in 21 quarters since. The position peaked at $16.9M in Q2 2025. 4,859 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Warther Private Wealth held 42,420 shares of Broadcom worth $16M as of Q2 2026.
  • Warther Private Wealth bought 6,260 Broadcom shares in Q2 2026, an estimated $2.51M.
  • Broadcom made up 3.51% of Warther Private Wealth's portfolio in Q2 2026, its #13 holding.
  • Warther Private Wealth first reported a position in Broadcom in Q2 2021 and has held it in 21 quarters since.
  • Warther Private Wealth's Broadcom position peaked at $16.9M in Q2 2025.
  • 4,859 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Warther Private Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.