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AVGO icon

Wealth Alliance’s Broadcom AVGO Stock Holding History

Wealth Alliance’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 		$9.53M Sell
25,233
-459
-2% -$184K 0.8% 25
2026
Q1 		$7.95M Buy
25,692
+808
+3% +$266K 0.79% 21
2025
Q4 		$8.61M Sell
24,884
-1,375
-5% -$492K 0.84% 22
2025
Q3 		$8.66M Sell
26,259
-500
-2% -$153K 0.89% 21
2025
Q2 		$7.38M Buy
26,759
+1,607
+6% +$349K 0.82% 22
2025
Q1 		$4.21M Sell
25,152
-2,606
-9% -$552K 0.51% 33
2024
Q4 		$6.44M Sell
27,758
-3,051
-10% -$564K 0.77% 20
2024
Q3 		$5.31M Buy
30,809
+309
+1% +$49.5K 0.63% 23
2024
Q2 		$4.9M Sell
30,500
-3,150
-9% -$441K 0.63% 24
2024
Q1 		$4.46M Sell
33,650
-1,260
-4% -$156K 0.59% 25
2023
Q4 		$3.9M Sell
34,910
-870
-2% -$82.4K 0.55% 29
2023
Q3 		$2.97M Sell
35,780
-5,530
-13% -$479K 0.47% 38
2023
Q2 		$3.58M Sell
41,310
-580
-1% -$41.4K 0.54% 28
2023
Q1 		$2.69M Buy
41,890
+730
+2% +$43.9K 0.44% 35
2022
Q4 		$2.3M Buy
41,160
+3,700
+10% +$186K 0.41% 43
2022
Q3 		$1.66M Buy
37,460
+570
+2% +$29.1K 0.33% 57
2022
Q2 		$1.79M Buy
36,890
+4,000
+12% +$225K 0.34% 60
2022
Q1 		$2.07M Buy
32,890
+480
+1% +$28.5K 0.42% 40
2021
Q4 		$2.16M Sell
32,410
-170
-0.5% -$9.56K 0.43% 44
2021
Q3 		$1.58M Buy
32,580
+3,980
+14% +$194K 0.35% 57
2021
Q2 		$1.36M Buy
28,600
+7,340
+35% +$340K 0.32% 68
2021
Q1 		$986K Buy
21,260
+1,140
+6% +$52.7K 0.28% 84
2020
Q4 		$881K Buy
20,120
+60
+0.3% +$2.34K 0.26% 94
2020
Q3 		$731K Buy
20,060
+240
+1% +$8.04K 0.26% 93
2020
Q2 		$626K Buy
19,820
+7,070
+55% +$198K 0.25% 103
2020
Q1 		$302K Buy
+12,750
New +$359K 0.16% 157

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's AVGO Position: Q2 2026 in Review

Wealth Alliance reduced its Broadcom (AVGO) stake by 1.8% in Q2 2026, selling an estimated $184K and leaving 25,233 shares worth $9.53M. The position accounts for 0.8% of the portfolio, ranked #25.

Wealth Alliance first reported a position in AVGO in Q1 2020 and has held it in 26 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Wealth Alliance held 25,233 shares of Broadcom worth $9.53M as of Q2 2026.
  • Wealth Alliance sold 459 Broadcom shares in Q2 2026, an estimated $184K.
  • Broadcom made up 0.8% of Wealth Alliance's portfolio in Q2 2026, its #25 holding.
  • Wealth Alliance first reported a position in Broadcom in Q1 2020 and has held it in 26 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.