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Wealth Architects’s Broadcom AVGO Stock Holding History

Wealth Architects’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 		$6.49M Sell
17,172
-2,591
-13% -$1.04M 0.51% 38
2026
Q1 		$6.12M Buy
19,763
+334
+2% +$110K 0.55% 35
2025
Q4 		$6.72M Sell
19,429
-2,196
-10% -$785K 0.61% 32
2025
Q3 		$7.13M Sell
21,625
-443
-2% -$136K 0.67% 31
2025
Q2 		$6.08M Sell
22,068
-1,849
-8% -$402K 0.62% 31
2025
Q1 		$4M Buy
23,917
+400
+2% +$84.7K 0.44% 37
2024
Q4 		$5.45M Sell
23,517
-1,888
-7% -$349K 0.62% 31
2024
Q3 		$4.38M Sell
25,405
-445
-2% -$71.3K 0.5% 34
2024
Q2 		$4.15M Sell
25,850
-770
-3% -$108K 0.51% 32
2024
Q1 		$3.53M Buy
26,620
+1,140
+4% +$141K 0.47% 33
2023
Q4 		$2.84M Buy
25,480
+220
+0.9% +$20.8K 0.4% 40
2023
Q3 		$2.1M Buy
25,260
+620
+3% +$53.7K 0.36% 42
2023
Q2 		$2.14M Buy
24,640
+310
+1% +$22.1K 0.35% 43
2023
Q1 		$1.56M Buy
24,330
+300
+1% +$18K 0.28% 46
2022
Q4 		$1.34M Buy
24,030
+560
+2% +$28.1K 0.25% 51
2022
Q3 		$1.04M Buy
23,470
+70
+0.3% +$3.58K 0.22% 50
2022
Q2 		$1.14M Buy
23,400
+14,800
+172% +$831K 0.22% 51
2022
Q1 		$542K Buy
8,600
+3,190
+59% +$189K 0.09% 105
2021
Q4 		$360K Buy
5,410
+140
+3% +$7.87K 0.06% 139
2021
Q3 		$256K Buy
5,270
+920
+21% +$44.7K 0.05% 153
2021
Q2 		$207K Buy
+4,350
New +$202K 0.04% 174

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 Architects's AVGO Position: Q2 2026 in Review

Wealth Architects reduced its Broadcom (AVGO) stake by 13% in Q2 2026, selling an estimated $1.04M and leaving 17,172 shares worth $6.49M. The position accounts for 0.51% of the portfolio, ranked #38.

Wealth Architects first reported a position in AVGO in Q2 2021 and has held it in 21 quarters since. The position peaked at $7.13M in Q3 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Wealth Architects held 17,172 shares of Broadcom worth $6.49M as of Q2 2026.
  • Wealth Architects sold 2,591 Broadcom shares in Q2 2026, an estimated $1.04M.
  • Broadcom made up 0.51% of Wealth Architects's portfolio in Q2 2026, its #38 holding.
  • Wealth Architects first reported a position in Broadcom in Q2 2021 and has held it in 21 quarters since.
  • Wealth Architects's Broadcom position peaked at $7.13M in Q3 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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