WOSD
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WFA of San Diego’s Broadcom AVGO Stock Holding History

WFA of San Diego’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 		– Sell
-347
Closed -$107K – 116
2026
Q1 		$107K Buy
347
+8
+2% +$2.63K 0.09% 127
2025
Q4 		$117K Hold
339
– – 0.09% 125
2025
Q3 		$112K Sell
339
-27
-7% -$8.28K 0.08% 132
2025
Q2 		$101K Buy
+366
New +$79.5K 0.07% 134
2024
Q3 		$8.63K Hold
50
– – 0.01% 291
2024
Q2 		$8.03K Buy
+50
New +$7.01K 0.01% 294
2023
Q3 		$4.15K Buy
+50
New +$4.33K ﹤0.01% 319
2023
Q1 		– Sell
-430
Closed -$24K – 93
2022
Q4 		$24K Buy
+430
New +$21.6K 0.02% 273
2022
Q3 		– Sell
-140
Closed -$7K – 108
2022
Q2 		$7K Buy
+140
New +$7.86K 0.01% 294

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

WFA of San Diego's AVGO Position: Q2 2026 in Review

WFA of San Diego sold out of Broadcom (AVGO) in Q2 2026, closing a stake of 347 shares — an estimated $107K sold.

WFA of San Diego first reported a position in AVGO in Q2 2022 and held it in 9 quarters. The position peaked at $117K in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • WFA of San Diego reported no remaining Broadcom position as of Q2 2026 after selling out during the quarter.
  • WFA of San Diego sold 347 Broadcom shares in Q2 2026, an estimated $107K.
  • WFA of San Diego first reported a position in Broadcom in Q2 2022 and held it in 9 quarters.
  • WFA of San Diego's Broadcom position peaked at $117K in Q4 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.