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Wisconsin Wealth Advisors’s Broadcom AVGO Stock Holding History

Wisconsin Wealth 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 		$3.9M Sell
10,319
-1,570
-13% -$630K 3.34% 7
2026
Q1 		$3.68M Buy
11,889
+80
+0.7% +$26.3K 3.62% 4
2025
Q4 		$4.09M Sell
11,809
-993
-8% -$355K 4.01% 3
2025
Q3 		$4.22M Sell
12,802
-138
-1% -$42.3K 4.02% 4
2025
Q2 		$3.57M Buy
12,940
+1,087
+9% +$236K 4.1% 5
2025
Q1 		$1.98M Buy
11,853
+439
+4% +$92.9K 2.85% 7
2024
Q4 		$2.65M Buy
+11,414
New +$2.11M 3.9% 6

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

Wisconsin Wealth Advisors's AVGO Position: Q2 2026 in Review

Wisconsin Wealth Advisors reduced its Broadcom (AVGO) stake by 13% in Q2 2026, selling an estimated $630K and leaving 10,319 shares worth $3.9M. The position accounts for 3.34% of the portfolio, ranked #7.

Wisconsin Wealth Advisors first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.22M in Q3 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Wisconsin Wealth Advisors held 10,319 shares of Broadcom worth $3.9M as of Q2 2026.
  • Wisconsin Wealth Advisors sold 1,570 Broadcom shares in Q2 2026, an estimated $630K.
  • Broadcom made up 3.34% of Wisconsin Wealth Advisors's portfolio in Q2 2026, its #7 holding.
  • Wisconsin Wealth Advisors first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • Wisconsin Wealth Advisors's Broadcom position peaked at $4.22M in Q3 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Wisconsin Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.