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Wealth Preservation Advisors’s Broadcom AVGO Stock Holding History

Wealth Preservation Advisors’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 		$394K Buy
1,042
+579
+125% +$232K 0.22% 52
2026
Q1 		$143K Sell
463
-698
-60% -$230K 0.12% 84
2025
Q4 		$402K Sell
1,161
-9
-0.8% -$3.22K 0.2% 53
2025
Q3 		$386K Sell
1,170
-63
-5% -$19.3K 0.22% 52
2025
Q2 		$340K Sell
1,233
-26
-2% -$5.65K 0.21% 64
2025
Q1 		$211K Buy
+1,259
New +$266K 0.15% 75

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 Preservation Advisors's AVGO Position: Q2 2026 in Review

Wealth Preservation Advisors increased its Broadcom (AVGO) stake by 125% in Q2 2026, buying an estimated $232K and bringing the position to 1,042 shares worth $394K. The position accounts for 0.22% of the portfolio, ranked #52.

Wealth Preservation Advisors first reported a position in AVGO in Q1 2025 and has held it in 6 quarters since. The position peaked at $402K in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Wealth Preservation Advisors held 1,042 shares of Broadcom worth $394K as of Q2 2026.
  • Wealth Preservation Advisors bought 579 Broadcom shares in Q2 2026, an estimated $232K.
  • Broadcom made up 0.22% of Wealth Preservation Advisors's portfolio in Q2 2026, its #52 holding.
  • Wealth Preservation Advisors first reported a position in Broadcom in Q1 2025 and has held it in 6 quarters since.
  • Wealth Preservation Advisors's Broadcom position peaked at $402K in Q4 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.