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WealthShield Partners’s Broadcom AVGO Stock Holding History

WealthShield Partners’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 		$6.37M Sell
16,857
-4,770
-22% -$1.91M 0.97% 26
2026
Q1 		$6.69M Buy
21,627
+2,832
+15% +$932K 0.75% 32
2025
Q4 		$6.5M Buy
18,795
+284
+2% +$102K 0.72% 35
2025
Q3 		$6.11M Sell
18,511
-970
-5% -$298K 0.69% 39
2025
Q2 		$5.37M Buy
19,481
+761
+4% +$165K 0.65% 39
2025
Q1 		$3.13M Buy
18,720
+2,304
+14% +$488K 0.4% 69
2024
Q4 		$3.81M Sell
16,416
-1,302
-7% -$241K 0.54% 51
2024
Q3 		$3.06M Sell
17,718
-5,402
-23% -$866K 0.41% 70
2024
Q2 		$3.71M Buy
23,120
+730
+3% +$102K 0.57% 44
2024
Q1 		$2.98M Sell
22,390
-2,730
-11% -$338K 0.48% 55
2023
Q4 		$2.8M Buy
25,120
+1,810
+8% +$171K 0.46% 57
2023
Q3 		$1.94M Buy
23,310
+460
+2% +$39.9K 0.29% 95
2023
Q2 		$1.98M Sell
22,850
-9,700
-30% -$692K 0.3% 87
2023
Q1 		$2.09M Buy
32,550
+720
+2% +$43.3K 0.34% 77
2022
Q4 		$1.78M Sell
31,830
-20,430
-39% -$1.02M 0.34% 79
2022
Q3 		$2.32M Buy
52,260
+630
+1% +$32.2K 0.46% 61
2022
Q2 		$2.51M Sell
51,630
-17,790
-26% -$999K 0.5% 50
2022
Q1 		$4.37M Buy
69,420
+41,110
+145% +$2.44M 0.7% 34
2021
Q4 		$1.88M Buy
28,310
+2,410
+9% +$135K 0.31% 69
2021
Q3 		$1.26M Buy
25,900
+3,310
+15% +$161K 0.34% 66
2021
Q2 		$1.08M Buy
22,590
+3,730
+20% +$173K 0.17% 95
2021
Q1 		$874K Buy
18,860
+560
+3% +$25.9K 0.16% 107
2020
Q4 		$801K Buy
18,300
+2,640
+17% +$103K 0.15% 121
2020
Q3 		$571K Buy
15,660
+4,330
+38% +$145K 0.2% 114
2020
Q2 		$358K Buy
+11,330
New +$317K 0.16% 137

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

WealthShield Partners's AVGO Position: Q2 2026 in Review

WealthShield Partners reduced its Broadcom (AVGO) stake by 22% in Q2 2026, selling an estimated $1.91M and leaving 16,857 shares worth $6.37M. The position accounts for 0.97% of the portfolio, ranked #26.

WealthShield Partners first reported a position in AVGO in Q2 2020 and has held it in 25 quarters since. The position peaked at $6.69M in Q1 2026. 4,848 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • WealthShield Partners held 16,857 shares of Broadcom worth $6.37M as of Q2 2026.
  • WealthShield Partners sold 4,770 Broadcom shares in Q2 2026, an estimated $1.91M.
  • Broadcom made up 0.97% of WealthShield Partners's portfolio in Q2 2026, its #26 holding.
  • WealthShield Partners first reported a position in Broadcom in Q2 2020 and has held it in 25 quarters since.
  • WealthShield Partners's Broadcom position peaked at $6.69M in Q1 2026.
  • 4,848 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.