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Win Advisors’s Broadcom AVGO Stock Holding History

Win 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 		$1.9M Buy
+5,027
New +$2.02M 0.68% 39
2026
Q1 		– Sell
-2,845
Closed -$985K – 83
2025
Q4 		$985K Buy
2,845
+1,580
+125% +$565K 0.42% 43
2025
Q3 		$417K Sell
1,265
-2,983
-70% -$915K 0.2% 56
2025
Q2 		$1.17M Sell
4,248
-841
-17% -$183K 0.56% 26
2025
Q1 		$852K Buy
5,089
+184
+4% +$38.9K 0.44% 47
2024
Q4 		$1.14M Buy
+4,905
New +$907K 0.55% 30
2024
Q2 		– Sell
-2,490
Closed -$330K – 51
2024
Q1 		$330K Sell
2,490
-1,770
-42% -$219K 0.15% 46
2023
Q4 		$476K Buy
+4,260
New +$403K 0.22% 41
2023
Q1 		– Sell
-760
Closed -$42.5K – 43
2022
Q4 		$42.5K Buy
760
+80
+12% +$4.01K 0.02% 48
2022
Q3 		$30K Sell
680
-10
-1% -$511 0.01% 37
2022
Q2 		$33K Buy
690
+240
+53% +$13.5K 0.06% 58
2022
Q1 		$28K Buy
+450
New +$26.7K 0.01% 96

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

Win Advisors's AVGO Position: Q2 2026 in Review

Win Advisors opened a new position in Broadcom (AVGO) in Q2 2026: 5,027 shares worth $1.9M. The stake represents 0.68% of the portfolio and ranks #39 among its holdings. This is a return to the name: Win Advisors previously reported a position in AVGO as recently as Q4 2025.

Win Advisors first reported a position in AVGO in Q1 2022 and has held it in 12 quarters since. 4,842 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Win Advisors held 5,027 shares of Broadcom worth $1.9M as of Q2 2026.
  • Broadcom was a new Win Advisors position in Q2 2026.
  • Broadcom made up 0.68% of Win Advisors's portfolio in Q2 2026, its #39 holding.
  • Win Advisors first reported a position in Broadcom in Q1 2022 and has held it in 12 quarters since.
  • 4,842 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Win Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.