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WBI Investments’s Broadcom AVGO Stock Holding History

WBI Investments’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 		$328K Sell
868
-575
-40% -$231K 0.08% 233
2026
Q1 		$447K Sell
1,443
-1,101
-43% -$362K 0.12% 198
2025
Q4 		$881K Sell
2,544
-1,041
-29% -$372K 0.23% 126
2025
Q3 		$1.18M Buy
+3,585
New +$1.1M 0.3% 84
2025
Q2 		– Sell
-2,483
Closed -$416K – 274
2025
Q1 		$416K Buy
+2,483
New +$526K 0.11% 155
2024
Q2 		– Sell
-10,820
Closed -$1.43M – 169
2024
Q1 		$1.43M Sell
10,820
-2,500
-19% -$310K 0.3% 88
2023
Q4 		$1.49M Sell
13,320
-2,020
-13% -$191K 0.3% 86
2023
Q3 		$1.27M Sell
15,340
-29,240
-66% -$2.53M 0.26% 106
2023
Q2 		$3.87M Buy
44,580
+27,720
+164% +$1.98M 0.7% 30
2023
Q1 		$1.08M Sell
16,860
-120,390
-88% -$7.24M 0.22% 113
2022
Q4 		$7.67M Buy
+137,250
New +$6.88M 1.65% 11
2022
Q2 		– Sell
-84,580
Closed -$5.12M – 125
2022
Q1 		$5.12M Buy
+84,580
New +$5.02M 0.83% 33
2021
Q4 		– Sell
-107,670
Closed -$4.98M – 182
2021
Q3 		$4.98M Buy
+107,670
New +$5.24M 0.84% 27
2019
Q2 		– Sell
-168,120
Closed -$5.06M – 210
2019
Q1 		$5.06M Buy
+168,120
New +$4.56M 0.39% 60
2018
Q4 		– Sell
-220,330
Closed -$5.44M – 96
2018
Q3 		$5.44M Buy
+220,330
New +$4.94M 0.3% 71
2017
Q1 		– Sell
-12,040
Closed -$213K – 285
2016
Q4 		$213K Sell
12,040
-1,980
-14% -$34.3K 0.01% 276
2016
Q3 		$242K Sell
14,020
-2,140
-13% -$35.8K 0.01% 261
2016
Q2 		$251K Sell
16,160
-159,660
-91% -$2.43M 0.01% 155
2016
Q1 		$2.72M Sell
175,820
-2,547,380
-94% -$34.4M 0.1% 75
2015
Q4 		$39.5M Buy
+2,723,200
New +$35.4M 1.13% 24

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

WBI Investments's AVGO Position: Q2 2026 in Review

WBI Investments reduced its Broadcom (AVGO) stake by 40% in Q2 2026, selling an estimated $231K and leaving 868 shares worth $328K. The position accounts for 0.08% of the portfolio, ranked #233.

WBI Investments first reported a position in AVGO in Q4 2015 and has held it in 20 quarters since. The position peaked at $39.5M in Q4 2015. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • WBI Investments held 868 shares of Broadcom worth $328K as of Q2 2026.
  • WBI Investments sold 575 Broadcom shares in Q2 2026, an estimated $231K.
  • Broadcom made up 0.08% of WBI Investments's portfolio in Q2 2026, its #233 holding.
  • WBI Investments first reported a position in Broadcom in Q4 2015 and has held it in 20 quarters since.
  • WBI Investments's Broadcom position peaked at $39.5M in Q4 2015.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.