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Winthrop Partners - WNY’s Broadcom AVGO Stock Holding History

Winthrop Partners - WNY’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 		$10.2M Buy
27,073
+4
+0% +$1.6K 5.06% 1
2026
Q1 		$8.38M Sell
27,069
-340
-1% -$112K 4.46% 2
2025
Q4 		$9.49M Buy
+27,409
New +$9.8M 5.11% 1

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 Partners - WNY's AVGO Position: Q2 2026 in Review

Winthrop Partners - WNY increased its Broadcom (AVGO) stake by 0.01% in Q2 2026, buying an estimated $1.6K and bringing the position to 27,073 shares worth $10.2M. The position accounts for 5.06% of the portfolio, ranked #1.

Winthrop Partners - WNY first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Winthrop Partners - WNY held 27,073 shares of Broadcom worth $10.2M as of Q2 2026.
  • Winthrop Partners - WNY bought 4 Broadcom shares in Q2 2026, an estimated $1.6K.
  • Broadcom made up 5.06% of Winthrop Partners - WNY's portfolio in Q2 2026, its #1 holding.
  • Winthrop Partners - WNY first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Winthrop Partners - WNY's 13F filing for Q2 2026, filed 15 Jul 2026.