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West Family Investments’s Broadcom AVGO Stock Holding History

West Family Investments’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 		$5.48M Buy
14,519
+2,521
+21% +$1.01M 1.59% 10
2026
Q1 		$3.71M Sell
11,998
-7,376
-38% -$2.43M 1.3% 14
2025
Q4 		$6.71M Sell
19,374
-461
-2% -$165K 1.57% 11
2025
Q3 		$6.54M Buy
19,835
+890
+5% +$273K 1.46% 13
2025
Q2 		$5.22M Buy
18,945
+9,144
+93% +$1.99M 1.36% 12
2025
Q1 		$1.64M Sell
9,801
-3,626
-27% -$767K 0.62% 26
2024
Q4 		$3.11M Sell
13,427
-210
-2% -$38.8K 1.08% 17
2024
Q3 		$2.35M Buy
13,637
+2,877
+27% +$461K 0.8% 21
2024
Q2 		$1.73M Buy
10,760
+430
+4% +$60.3K 0.52% 40
2024
Q1 		$1.37M Buy
10,330
+3,000
+41% +$372K 0.42% 48
2023
Q4 		$818K Buy
7,330
+40
+0.5% +$3.79K 0.28% 71
2023
Q3 		$605K Hold
7,290
– – 0.21% 89
2023
Q2 		$632K Hold
7,290
– – 0.25% 83
2023
Q1 		$468K Hold
7,290
– – 0.19% 90
2022
Q4 		$408K Buy
7,290
+330
+5% +$16.5K 0.14% 117
2022
Q3 		$309K Sell
6,960
-8,000
-53% -$409K 0.13% 157
2022
Q2 		$727K Hold
14,960
– – 0.29% 69
2022
Q1 		$942K Hold
14,960
– – 0.27% 64
2021
Q4 		$995K Sell
14,960
-1,330
-8% -$74.8K 0.27% 68
2021
Q3 		$790K Buy
16,290
+1,920
+13% +$93.4K 0.21% 94
2021
Q2 		$685K Buy
+14,370
New +$666K 0.19% 94

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

West Family Investments's AVGO Position: Q2 2026 in Review

West Family Investments increased its Broadcom (AVGO) stake by 21% in Q2 2026, buying an estimated $1.01M and bringing the position to 14,519 shares worth $5.48M. The position accounts for 1.59% of the portfolio, ranked #10.

West Family Investments first reported a position in AVGO in Q2 2021 and has held it in 21 quarters since. The position peaked at $6.71M in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • West Family Investments held 14,519 shares of Broadcom worth $5.48M as of Q2 2026.
  • West Family Investments bought 2,521 Broadcom shares in Q2 2026, an estimated $1.01M.
  • Broadcom made up 1.59% of West Family Investments's portfolio in Q2 2026, its #10 holding.
  • West Family Investments first reported a position in Broadcom in Q2 2021 and has held it in 21 quarters since.
  • West Family Investments's Broadcom position peaked at $6.71M in Q4 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.