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Whipplewood Advisors’s Broadcom AVGO Stock Holding History

Whipplewood 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 		$12.1K Sell
32
-352
-92% -$141K 0.01% 232
2026
Q1 		$119K Buy
384
+332
+638% +$109K 0.06% 171
2025
Q4 		$18K Buy
+52
New +$18.6K 0.01% 253
2025
Q3 		– Sell
-1,610
Closed -$444K – 365
2025
Q2 		$444K Sell
1,610
-213
-12% -$46.3K 0.24% 98
2025
Q1 		$324K Sell
1,823
-236
-11% -$49.9K 0.19% 112
2024
Q4 		$477K Buy
+2,059
New +$381K 0.27% 87

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

Whipplewood Advisors's AVGO Position: Q2 2026 in Review

Whipplewood Advisors reduced its Broadcom (AVGO) stake by 92% in Q2 2026, selling an estimated $141K and leaving 32 shares worth $12.1K. The position accounts for 0.01% of the portfolio, ranked #232.

Whipplewood Advisors first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. The position peaked at $477K in Q4 2024. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Whipplewood Advisors held 32 shares of Broadcom worth $12.1K as of Q2 2026.
  • Whipplewood Advisors sold 352 Broadcom shares in Q2 2026, an estimated $141K.
  • Broadcom made up 0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #232 holding.
  • Whipplewood Advisors first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's Broadcom position peaked at $477K in Q4 2024.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.