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Werba Rubin Papier Wealth Management’s Broadcom AVGO Stock Holding History

Werba Rubin Papier Wealth Management’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 		$1.55M Buy
4,094
+78
+2% +$31.3K 0.19% 68
2026
Q1 		$1.24M Buy
4,016
+776
+24% +$255K 0.17% 71
2025
Q4 		$1.12M Buy
3,240
+836
+35% +$299K 0.3% 56
2025
Q3 		$793K Buy
2,404
+135
+6% +$41.4K 0.13% 88
2025
Q2 		$626K Buy
2,269
+537
+31% +$117K 0.12% 98
2025
Q1 		$290K Buy
1,732
+121
+8% +$25.6K 0.06% 136
2024
Q4 		$374K Sell
1,611
-2
-0.1% -$370 0.09% 121
2024
Q3 		$278K Buy
1,613
+273
+20% +$43.8K 0.07% 135
2024
Q2 		$215K Sell
1,340
-810
-38% -$114K 0.06% 152
2024
Q1 		$285K Sell
2,150
-1,330
-38% -$165K 0.08% 108
2023
Q4 		$388K Buy
3,480
+340
+11% +$32.2K 0.13% 67
2023
Q3 		$261K Buy
3,140
+140
+5% +$12.1K 0.09% 94
2023
Q2 		$260K Buy
+3,000
New +$214K 0.09% 95

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

Werba Rubin Papier Wealth Management's AVGO Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management increased its Broadcom (AVGO) stake by 1.9% in Q2 2026, buying an estimated $31.3K and bringing the position to 4,094 shares worth $1.55M. The position accounts for 0.19% of the portfolio, ranked #68.

Werba Rubin Papier Wealth Management first reported a position in AVGO in Q2 2023 and has held it in 13 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Werba Rubin Papier Wealth Management held 4,094 shares of Broadcom worth $1.55M as of Q2 2026.
  • Werba Rubin Papier Wealth Management bought 78 Broadcom shares in Q2 2026, an estimated $31.3K.
  • Broadcom made up 0.19% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #68 holding.
  • Werba Rubin Papier Wealth Management first reported a position in Broadcom in Q2 2023 and has held it in 13 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.