WAG
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Winthrop Advisory Group’s Broadcom AVGO Stock Holding History

Winthrop Advisory Group’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 		$3.16M Buy
8,361
+1,533
+22% +$615K 0.21% 51
2026
Q1 		$2.11M Sell
6,828
-44
-0.6% -$14.5K 0.17% 54
2025
Q4 		$2.38M Buy
6,872
+279
+4% +$99.8K 0.2% 51
2025
Q3 		$2.17M Sell
6,593
-205
-3% -$62.9K 0.19% 50
2025
Q2 		$1.87M Buy
6,798
+121
+2% +$26.3K 0.18% 50
2025
Q1 		$1.12M Buy
6,677
+238
+4% +$50.4K 0.13% 53
2024
Q4 		$1.49M Buy
6,439
+2,351
+58% +$435K 0.18% 47
2024
Q3 		$705K Buy
4,088
+858
+27% +$138K 0.09% 71
2024
Q2 		$518K Buy
3,230
+660
+26% +$92.5K 0.07% 79
2024
Q1 		$340K Buy
2,570
+140
+6% +$17.3K 0.05% 107
2023
Q4 		$271K Buy
+2,430
New +$230K 0.04% 114
2023
Q3 		– Sell
-2,470
Closed -$215K – 129
2023
Q2 		$215K Buy
+2,470
New +$176K 0.03% 122

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

Winthrop Advisory Group's AVGO Position: Q2 2026 in Review

Winthrop Advisory Group increased its Broadcom (AVGO) stake by 22% in Q2 2026, buying an estimated $615K and bringing the position to 8,361 shares worth $3.16M. The position accounts for 0.21% of the portfolio, ranked #51.

Winthrop Advisory Group first reported a position in AVGO in Q2 2023 and has held it in 12 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Winthrop Advisory Group held 8,361 shares of Broadcom worth $3.16M as of Q2 2026.
  • Winthrop Advisory Group bought 1,533 Broadcom shares in Q2 2026, an estimated $615K.
  • Broadcom made up 0.21% of Winthrop Advisory Group's portfolio in Q2 2026, its #51 holding.
  • Winthrop Advisory Group first reported a position in Broadcom in Q2 2023 and has held it in 12 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.