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Wealth Advisors of Iowa’s Broadcom AVGO Stock Holding History

Wealth Advisors of Iowa’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 		$529K Hold
1,401
– – 0.14% 52
2026
Q1 		$434K Buy
1,401
+47
+3% +$15.5K 0.13% 54
2025
Q4 		$469K Sell
1,354
-537
-28% -$192K 0.15% 52
2025
Q3 		$624K Buy
1,891
+341
+22% +$105K 0.21% 47
2025
Q2 		$427K Hold
1,550
– – 0.16% 50
2025
Q1 		$260K Hold
1,550
– – 0.11% 57
2024
Q4 		$359K Buy
1,550
+390
+34% +$72.1K 0.18% 40
2024
Q3 		$200K Buy
+1,160
New +$186K 0.1% 67

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 of Iowa's AVGO Position: Q2 2026 in Review

Wealth Advisors of Iowa held its Broadcom (AVGO) position steady in Q2 2026 at 1,401 shares worth $529K. The position accounts for 0.14% of the portfolio, ranked #52.

Wealth Advisors of Iowa first reported a position in AVGO in Q3 2024 and has held it in 8 quarters since. The position peaked at $624K in Q3 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Wealth Advisors of Iowa held 1,401 shares of Broadcom worth $529K as of Q2 2026.
  • Wealth Advisors of Iowa left its Broadcom share count unchanged in Q2 2026.
  • Broadcom made up 0.14% of Wealth Advisors of Iowa's portfolio in Q2 2026, its #52 holding.
  • Wealth Advisors of Iowa first reported a position in Broadcom in Q3 2024 and has held it in 8 quarters since.
  • Wealth Advisors of Iowa's Broadcom position peaked at $624K in Q3 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Wealth Advisors of Iowa's 13F filing for Q2 2026, filed 30 Jul 2026.