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Wealthspire Advisors (New York)’s Broadcom AVGO Stock Holding History

Wealthspire Advisors (New York)’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 		$36.6M Buy
96,827
+52,080
+116% +$20.9M 0.2% 81
2026
Q1 		$13.8M Sell
44,747
-17,625
-28% -$5.8M 0.11% 93
2025
Q4 		$21.6M Buy
62,372
+21,418
+52% +$7.66M 0.17% 71
2025
Q3 		$13.5M Sell
40,954
-4,853
-11% -$1.49M 0.07% 99
2025
Q2 		$12.6M Buy
45,807
+2,645
+6% +$574K 0.07% 98
2025
Q1 		$7.23M Buy
43,162
+1,654
+4% +$350K 0.04% 139
2024
Q4 		$9.62M Buy
41,508
+2,387
+6% +$441K 0.1% 98
2024
Q3 		$6.75M Buy
39,121
+7,901
+25% +$1.27M 0.07% 127
2024
Q2 		$5.01M Sell
31,220
-1,150
-4% -$161K 0.06% 116
2024
Q1 		$4.29M Sell
32,370
-1,780
-5% -$221K 0.06% 123
2023
Q4 		$3.81M Buy
34,150
+6,840
+25% +$648K 0.05% 127
2023
Q3 		$2.27M Buy
27,310
+8,760
+47% +$759K 0.04% 155
2023
Q2 		$1.61M Buy
18,550
+910
+5% +$64.9K 0.03% 173
2023
Q1 		$1.13M Sell
17,640
-9,940
-36% -$598K 0.02% 228
2022
Q4 		$1.54M Buy
27,580
+10,350
+60% +$519K 0.03% 188
2022
Q3 		$765K Buy
17,230
+530
+3% +$27.1K 0.02% 268
2022
Q2 		$811K Buy
16,700
+4,590
+38% +$258K 0.02% 239
2022
Q1 		$763K Sell
12,110
-23,290
-66% -$1.38M 0.02% 217
2021
Q4 		$2.36M Sell
35,400
-7,530
-18% -$423K 0.05% 128
2021
Q3 		$2.08M Buy
42,930
+19,000
+79% +$924K 0.04% 163
2021
Q2 		$1.14M Sell
23,930
-68,750
-74% -$3.19M 0.03% 151
2021
Q1 		$4.3M Buy
92,680
+38,460
+71% +$1.78M 0.1% 97
2020
Q4 		$2.37M Buy
54,220
+19,960
+58% +$778K 0.07% 119
2020
Q3 		$1.25M Buy
34,260
+1,460
+4% +$48.9K 0.07% 112
2020
Q2 		$1.03M Sell
32,800
-29,890
-48% -$837K 0.07% 105
2020
Q1 		$1.49M Buy
62,690
+45,420
+263% +$1.28M 0.06% 152
2019
Q4 		$546K Buy
17,270
+6,000
+53% +$182K 0.04% 99
2019
Q3 		$311K Buy
+11,270
New +$320K 0.03% 113
2019
Q1 		– Sell
-3,010
Closed -$77K – 106
2018
Q4 		$77K Buy
+3,010
New +$71K 0.01% 134

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

Wealthspire Advisors (New York)'s AVGO Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Broadcom (AVGO) stake by 116% in Q2 2026, buying an estimated $20.9M and bringing the position to 96,827 shares worth $36.6M. The position accounts for 0.2% of the portfolio, ranked #81.

Wealthspire Advisors (New York) first reported a position in AVGO in Q4 2018 and has held it in 29 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Wealthspire Advisors (New York) held 96,827 shares of Broadcom worth $36.6M as of Q2 2026.
  • Wealthspire Advisors (New York) bought 52,080 Broadcom shares in Q2 2026, an estimated $20.9M.
  • Broadcom made up 0.2% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #81 holding.
  • Wealthspire Advisors (New York) first reported a position in Broadcom in Q4 2018 and has held it in 29 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.