WWC
AVGO icon

Waypoint Wealth Counsel’s Broadcom AVGO Stock Holding History

Waypoint Wealth Counsel’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 		$1.44M Sell
3,816
-1,542
-29% -$618K 0.9% 19
2026
Q1 		$1.66M Sell
5,358
-823
-13% -$271K 0.86% 17
2025
Q4 		$2.14M Buy
6,181
+144
+2% +$51.5K 0.78% 21
2025
Q3 		$1.99M Buy
6,037
+200
+3% +$61.4K 0.79% 21
2025
Q2 		$1.61M Buy
5,837
+1,241
+27% +$269K 0.8% 27
2025
Q1 		$769K Buy
4,596
+680
+17% +$144K 0.48% 40
2024
Q4 		$908K Buy
3,916
+165
+4% +$30.5K 0.59% 34
2024
Q3 		$647K Buy
3,751
+1,081
+40% +$173K 0.44% 46
2024
Q2 		$429K Buy
2,670
+90
+3% +$12.6K 0.33% 49
2024
Q1 		$342K Buy
2,580
+580
+29% +$71.9K 0.26% 63
2023
Q4 		$223K Buy
+2,000
New +$189K 0.19% 85

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 $3.37T AUM 44.26% 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

Waypoint Wealth Counsel's AVGO Position: Q2 2026 in Review

Waypoint Wealth Counsel reduced its Broadcom (AVGO) stake by 29% in Q2 2026, selling an estimated $618K and leaving 3,816 shares worth $1.44M. The position accounts for 0.9% of the portfolio, ranked #19.

Waypoint Wealth Counsel first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.14M in Q4 2025. 4,814 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Waypoint Wealth Counsel held 3,816 shares of Broadcom worth $1.44M as of Q2 2026.
  • Waypoint Wealth Counsel sold 1,542 Broadcom shares in Q2 2026, an estimated $618K.
  • Broadcom made up 0.9% of Waypoint Wealth Counsel's portfolio in Q2 2026, its #19 holding.
  • Waypoint Wealth Counsel first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • Waypoint Wealth Counsel's Broadcom position peaked at $2.14M in Q4 2025.
  • 4,814 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.