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Wealth Advisors Northwest’s Broadcom AVGO Stock Holding History

Wealth Advisors Northwest’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 		$759K Sell
2,008
-121
-6% -$48.5K 0.26% 35
2026
Q1 		$659K Buy
2,129
+235
+12% +$77.3K 0.28% 35
2025
Q4 		$656K Buy
1,894
+1,087
+135% +$389K 0.29% 35
2025
Q3 		$266K Buy
807
+16
+2% +$4.91K 0.13% 52
2025
Q2 		$218K Buy
+791
New +$172K 0.11% 60
2025
Q1 		– Sell
-1,342
Closed -$311K – 56
2024
Q4 		$311K Buy
+1,342
New +$248K 0.21% 44

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

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

Wealth Advisors Northwest reduced its Broadcom (AVGO) stake by 5.7% in Q2 2026, selling an estimated $48.5K and leaving 2,008 shares worth $759K. The position accounts for 0.26% of the portfolio, ranked #35.

Wealth Advisors Northwest first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Wealth Advisors Northwest held 2,008 shares of Broadcom worth $759K as of Q2 2026.
  • Wealth Advisors Northwest sold 121 Broadcom shares in Q2 2026, an estimated $48.5K.
  • Broadcom made up 0.26% of Wealth Advisors Northwest's portfolio in Q2 2026, its #35 holding.
  • Wealth Advisors Northwest first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Wealth Advisors Northwest's 13F filing for Q2 2026, filed 15 Jul 2026.