Waterfront Wealth’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.05M Buy
10,119
+100
+1% +$40.1K 0.63% 47
2026
Q1
$3.1M Buy
10,019
+8,365
+506% +$2.75M 0.57% 50
2025
Q4
$541K Buy
1,654
+64
+4% +$22.9K 0.1% 190
2025
Q3
$540K Buy
1,590
+64
+4% +$19.6K 0.11% 186
2025
Q2
$421K Buy
1,526
+140
+10% +$30.4K 0.09% 201
2025
Q1
$232K Buy
1,386
+26
+2% +$5.5K 0.06% 238
2024
Q4
$315K Buy
1,360
+27
+2% +$4.99K 0.08% 213
2024
Q3
$232K Buy
+1,333
New +$214K 0.06% 239

Other funds holding AVGO

Waterfront Wealth's AVGO Position: Q2 2026 in Review

Waterfront Wealth increased its Broadcom (AVGO) stake by 1% in Q2 2026, buying an estimated $40.1K and bringing the position to 10,119 shares worth $4.05M. The position accounts for 0.63% of the portfolio, ranked #47.

Waterfront Wealth first reported a position in AVGO in Q3 2024 and has held it in 8 quarters since. 2,202 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Waterfront Wealth held 10,119 shares of Broadcom worth $4.05M as of Q2 2026.
  • Waterfront Wealth bought 100 Broadcom shares in Q2 2026, an estimated $40.1K.
  • Broadcom made up 0.63% of Waterfront Wealth's portfolio in Q2 2026, its #47 holding.
  • Waterfront Wealth first reported a position in Broadcom in Q3 2024 and has held it in 8 quarters since.
  • 2,202 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.