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WCG Wealth Advisors’s Broadcom AVGO Stock Holding History

WCG Wealth Advisors’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 		$28.2M Buy
74,686
+20,504
+38% +$8.22M 0.67% 36
2026
Q1 		$16.8M Buy
54,182
+8,300
+18% +$2.73M 0.47% 63
2025
Q4 		$15.9M Buy
+45,882
New +$16.4M 0.45% 64
2022
Q4 		– Sell
-3,870
Closed -$251K – 162
2022
Q3 		$251K Sell
3,870
-2,290
-37% -$117K 0.03% 245
2022
Q2 		$299K Buy
+6,160
New +$346K 0.04% 214

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

WCG Wealth Advisors's AVGO Position: Q2 2026 in Review

WCG Wealth Advisors increased its Broadcom (AVGO) stake by 38% in Q2 2026, buying an estimated $8.22M and bringing the position to 74,686 shares worth $28.2M. The position accounts for 0.67% of the portfolio, ranked #36.

WCG Wealth Advisors first reported a position in AVGO in Q2 2022 and has held it in 5 quarters since. 4,859 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • WCG Wealth Advisors held 74,686 shares of Broadcom worth $28.2M as of Q2 2026.
  • WCG Wealth Advisors bought 20,504 Broadcom shares in Q2 2026, an estimated $8.22M.
  • Broadcom made up 0.67% of WCG Wealth Advisors's portfolio in Q2 2026, its #36 holding.
  • WCG Wealth Advisors first reported a position in Broadcom in Q2 2022 and has held it in 5 quarters since.
  • 4,859 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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