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Wealth Alliance Advisory Group’s Broadcom AVGO Stock Holding History

Wealth Alliance Advisory Group’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 		$6.18M Buy
16,355
+14
+0.1% +$5.61K 0.89% 27
2026
Q1 		$5.06M Sell
16,341
-783
-5% -$258K 0.8% 30
2025
Q4 		$5.93M Sell
17,124
-660
-4% -$236K 1.01% 24
2025
Q3 		$5.87M Sell
17,784
-2,172
-11% -$666K 1.06% 23
2025
Q2 		$5.5M Buy
19,956
+2,951
+17% +$641K 1.05% 22
2025
Q1 		$2.85M Sell
17,005
-2,333
-12% -$494K 0.59% 35
2024
Q4 		$4.48M Buy
19,338
+123
+0.6% +$22.8K 0.95% 22
2024
Q3 		$3.31M Buy
19,215
+725
+4% +$116K 0.7% 28
2024
Q2 		$2.97M Buy
18,490
+1,360
+8% +$191K 0.67% 30
2024
Q1 		$2.27M Sell
17,130
-450
-3% -$55.8K 0.53% 38
2023
Q4 		$1.96M Buy
17,580
+2,360
+16% +$223K 0.51% 40
2023
Q3 		$1.26M Sell
15,220
-840
-5% -$72.8K 0.38% 47
2023
Q2 		$1.39M Buy
16,060
+10,570
+193% +$754K 0.49% 39
2023
Q1 		$352K Sell
5,490
-210
-4% -$12.6K 0.13% 108
2022
Q4 		$319K Sell
5,700
-200
-3% -$10K 0.12% 110
2022
Q3 		$262K Buy
5,900
+300
+5% +$15.3K 0.12% 111
2022
Q2 		$272K Buy
5,600
+740
+15% +$41.5K 0.13% 109
2022
Q1 		$306K Buy
4,860
+10
+0.2% +$594 0.13% 114
2021
Q4 		$323K Hold
4,850
– – 0.14% 110
2021
Q3 		$235K Hold
4,850
– – 0.11% 125
2021
Q2 		$231K Buy
4,850
+50
+1% +$2.32K 0.11% 129
2021
Q1 		$223K Sell
4,800
-130
-3% -$6.01K 0.11% 131
2020
Q4 		$216K Buy
+4,930
New +$192K 0.12% 134

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 Alliance Advisory Group's AVGO Position: Q2 2026 in Review

Wealth Alliance Advisory Group increased its Broadcom (AVGO) stake by 0.09% in Q2 2026, buying an estimated $5.61K and bringing the position to 16,355 shares worth $6.18M. The position accounts for 0.89% of the portfolio, ranked #27.

Wealth Alliance Advisory Group first reported a position in AVGO in Q4 2020 and has held it in 23 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Wealth Alliance Advisory Group held 16,355 shares of Broadcom worth $6.18M as of Q2 2026.
  • Wealth Alliance Advisory Group bought 14 Broadcom shares in Q2 2026, an estimated $5.61K.
  • Broadcom made up 0.89% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #27 holding.
  • Wealth Alliance Advisory Group first reported a position in Broadcom in Q4 2020 and has held it in 23 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.