WFAG
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Wescott Financial Advisory Group’s Broadcom AVGO Stock Holding History

Wescott Financial Advisory Group’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 		$1.43M Buy
3,780
+219
+6% +$87.8K 0.11% 85
2026
Q1 		$1.1M Buy
3,561
+1,041
+41% +$343K 0.1% 94
2025
Q4 		$872K Buy
2,520
+612
+32% +$219K 0.08% 108
2025
Q3 		$629K Buy
1,908
+137
+8% +$42K 0.06% 113
2025
Q2 		$488K Buy
1,771
+445
+34% +$96.6K 0.05% 118
2025
Q1 		$222K Buy
1,326
+48
+4% +$10.2K 0.02% 161
2024
Q4 		$296K Buy
+1,278
New +$236K 0.03% 144

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

Wescott Financial Advisory Group's AVGO Position: Q2 2026 in Review

Wescott Financial Advisory Group increased its Broadcom (AVGO) stake by 6.1% in Q2 2026, buying an estimated $87.8K and bringing the position to 3,780 shares worth $1.43M. The position accounts for 0.11% of the portfolio, ranked #85.

Wescott Financial Advisory Group first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 4,846 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Wescott Financial Advisory Group held 3,780 shares of Broadcom worth $1.43M as of Q2 2026.
  • Wescott Financial Advisory Group bought 219 Broadcom shares in Q2 2026, an estimated $87.8K.
  • Broadcom made up 0.11% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #85 holding.
  • Wescott Financial Advisory Group first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • 4,846 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.