Wealth Enhancement Advisory Services’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.69M Buy
10,400
+2,800
+37% +$1.12M ﹤0.01% 1385
2026
Q1
$263M Sell
7,600
-7,000
-48% -$2.3M 0.54% 28
2025
Q4
$740K Buy
14,600
+1,027
+8% +$367K ﹤0.01% 2172
2025
Q3
$167K Buy
+13,573
New +$4.16M ﹤0.01% 3199
2025
Q2
Sell
-11,600
Closed -$474K 3389
2025
Q1
$474K Buy
11,600
+1,300
+13% +$275K ﹤0.01% 2105
2024
Q4
$109K Buy
10,300
+5,900
+134% +$1.09M ﹤0.01% 2798
2024
Q3
$41.6K Buy
4,400
+2,400
+120% +$385K ﹤0.01% 2632
2024
Q2
$1.15K Sell
2,000
-1,000
-33% -$140K ﹤0.01% 2589
2024
Q1
$5.64K Hold
3,000
﹤0.01% 2430
2023
Q4
$13.6K Buy
+3,000
New +$284K ﹤0.01% 2271

Other funds holding AVGO

Wealth Enhancement Advisory Services's AVGO Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Broadcom (AVGO) stake by 4.8% in Q2 2026, buying an estimated $25.3M and bringing the position to 1,382,139 shares worth $357M. The position accounts for 0.6% of the portfolio, ranked #25.

Wealth Enhancement Advisory Services first reported a position in AVGO in Q2 2018 and has held it in 18 quarters since. The position peaked at $2.78B in Q4 2025. 1,613 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Wealth Enhancement Advisory Services held 1,382,139 shares of Broadcom worth $357M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 62,999 Broadcom shares in Q2 2026, an estimated $25.3M.
  • Broadcom made up 0.6% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #25 holding.
  • Wealth Enhancement Advisory Services first reported a position in Broadcom in Q2 2018 and has held it in 18 quarters since.
  • Wealth Enhancement Advisory Services's Broadcom position peaked at $2.78B in Q4 2025.
  • 1,613 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.