Waverly Advisors’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 | $132M | Buy |
350,604
+80,462
| +30% | +$32.3M | 0.77% | 20 |
|
|
2026
Q1 | $83.6M | Buy |
270,142
+9,955
| +4% | +$3.28M | 0.62% | 33 |
|
|
2025
Q4 | $90.1M | Buy |
260,187
+48,973
| +23% | +$17.5M | 0.73% | 28 |
|
|
2025
Q3 | $69.7M | Sell |
211,214
-3,723
| -2% | -$1.14M | 0.69% | 30 |
|
|
2025
Q2 | $59.2M | Sell |
214,937
-3,048
| -1% | -$662K | 0.65% | 29 |
|
|
2025
Q1 | $36.5M | Buy |
217,985
+132,926
| +156% | +$28.1M | 0.45% | 48 |
|
|
2024
Q4 | $19.7M | Buy |
85,059
+46,159
| +119% | +$8.54M | 0.3% | 66 |
|
|
2024
Q3 | $6.71M | Sell |
38,900
-220
| -0.6% | -$35.3K | 0.12% | 158 |
|
|
2024
Q2 | $6.28M | Buy |
39,120
+3,250
| +9% | +$455K | 0.12% | 157 |
|
|
2024
Q1 | $4.75M | Buy |
35,870
+23,670
| +194% | +$2.93M | 0.11% | 151 |
|
|
2023
Q4 | $1.36M | Buy |
12,200
+940
| +8% | +$89K | 0.05% | 189 |
|
|
2023
Q3 | $935K | Buy |
11,260
+830
| +8% | +$71.9K | 0.04% | 205 |
|
|
2023
Q2 | $905K | Buy |
10,430
+390
| +4% | +$27.8K | 0.04% | 191 |
|
|
2023
Q1 | $644K | Buy |
10,040
+2,180
| +28% | +$131K | 0.03% | 168 |
|
|
2022
Q4 | $439K | Buy |
+7,860
| New | +$394K | 0.02% | 186 |
|
|
2022
Q2 | – | Sell |
-3,490
| Closed | -$220K | – | 209 |
|
|
2022
Q1 | $220K | Buy |
+3,490
| New | +$207K | 0.02% | 185 |
|
|
2018
Q4 | – | Sell |
-17,010
| Closed | -$420K | – | 123 |
|
|
2018
Q3 | $420K | Hold |
17,010
| – | – | 0.06% | 130 |
|
|
2018
Q2 | $413K | Hold |
17,010
| – | – | 0.06% | 129 |
|
|
2018
Q1 | $401K | Sell |
17,010
-14,390
| -46% | -$362K | 0.06% | 130 |
|
|
2017
Q4 | $806K | Buy |
31,400
+1,130
| +4% | +$29.4K | 0.12% | 121 |
|
|
2017
Q3 | $734K | Hold |
30,270
| – | – | 0.16% | 112 |
|
|
2017
Q2 | $705K | Sell |
30,270
-450
| -1% | -$10.4K | 0.18% | 110 |
|
|
2017
Q1 | $673K | Buy |
30,720
+15,270
| +99% | +$314K | 0.18% | 106 |
|
|
2016
Q4 | $273K | Buy |
+15,450
| New | +$268K | 0.1% | 86 |
|
|
2014
Q4 | – | Sell |
-560
| Closed | -$5K | – | 432 |
|
|
2014
Q3 | $5K | Hold |
560
| – | – | ﹤0.01% | 611 |
|
|
2014
Q2 | $4K | Sell |
560
-110
| -16% | -$738 | ﹤0.01% | 612 |
|
|
2014
Q1 | $4K | Sell |
670
-130
| -16% | -$762 | ﹤0.01% | 576 |
|
|
2013
Q4 | $4K | Buy |
+800
| New | +$3.68K | ﹤0.01% | 693 |
|
Other funds holding AVGO
Waverly Advisors's AVGO Position: Q2 2026 in Review
Waverly Advisors increased its Broadcom (AVGO) stake by 30% in Q2 2026, buying an estimated $32.3M and bringing the position to 350,604 shares worth $132M. The position accounts for 0.77% of the portfolio, ranked #20.
Waverly Advisors first reported a position in AVGO in Q4 2013 and has held it in 28 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.
- Waverly Advisors held 350,604 shares of Broadcom worth $132M as of Q2 2026.
- Waverly Advisors bought 80,462 Broadcom shares in Q2 2026, an estimated $32.3M.
- Broadcom made up 0.77% of Waverly Advisors's portfolio in Q2 2026, its #20 holding.
- Waverly Advisors first reported a position in Broadcom in Q4 2013 and has held it in 28 quarters since.
- 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.
Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.