WAU
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Wellington-Altus USA’s Broadcom AVGO Stock Holding History

Wellington-Altus USA’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 		$725K Buy
2,344
+362
+18% +$145K 0.52% 40
2026
Q1 		$749K Sell
1,982
-522
-21% -$172K 0.44% 50
2025
Q4 		$867K Buy
+2,504
New +$895K 0.64% 34

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

Wellington-Altus USA's AVGO Position: Q2 2026 in Review

Wellington-Altus USA increased its Broadcom (AVGO) stake by 18% in Q2 2026, buying an estimated $145K and bringing the position to 2,344 shares worth $725K. The position accounts for 0.52% of the portfolio, ranked #40.

Wellington-Altus USA first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. The position peaked at $867K in Q4 2025. 4,851 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Wellington-Altus USA held 2,344 shares of Broadcom worth $725K as of Q2 2026.
  • Wellington-Altus USA bought 362 Broadcom shares in Q2 2026, an estimated $145K.
  • Broadcom made up 0.52% of Wellington-Altus USA's portfolio in Q2 2026, its #40 holding.
  • Wellington-Altus USA first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Broadcom position peaked at $867K in Q4 2025.
  • 4,851 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.