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West Financial Advisors’s Broadcom AVGO Stock Holding History

West Financial Advisors’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 		$130K Hold
345
– – 0.02% 78
2026
Q1 		$107K Sell
345
-34
-9% -$11.2K 0.02% 73
2025
Q4 		$131K Buy
379
+34
+10% +$12.2K 0.02% 71
2025
Q3 		$114K Hold
345
– – 0.02% 77
2025
Q2 		$95.1K Hold
345
– – 0.02% 79
2025
Q1 		$57.8K Hold
345
– – 0.01% 93
2024
Q4 		$80K Hold
345
– – 0.02% 81
2024
Q3 		$59.5K Buy
+345
New +$55.3K 0.01% 82

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 Financial Advisors's AVGO Position: Q2 2026 in Review

West Financial Advisors held its Broadcom (AVGO) position steady in Q2 2026 at 345 shares worth $130K. The position accounts for 0.02% of the portfolio, ranked #78.

West Financial Advisors first reported a position in AVGO in Q3 2024 and has held it in 8 quarters since. The position peaked at $131K in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • West Financial Advisors held 345 shares of Broadcom worth $130K as of Q2 2026.
  • West Financial Advisors left its Broadcom share count unchanged in Q2 2026.
  • Broadcom made up 0.02% of West Financial Advisors's portfolio in Q2 2026, its #78 holding.
  • West Financial Advisors first reported a position in Broadcom in Q3 2024 and has held it in 8 quarters since.
  • West Financial Advisors's Broadcom position peaked at $131K in Q4 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.