WWP
AVGO icon

Wise Wealth Partners’s Broadcom AVGO Stock Holding History

Wise Wealth Partners’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 		– Sell
-2,658
Closed -$823K – 47
2026
Q1 		$823K Hold
2,658
– – 1.11% 18
2025
Q4 		$920K Hold
2,658
– – 1.32% 15
2025
Q3 		$877K Hold
2,658
– – 1.34% 18
2025
Q2 		$733K Hold
2,658
– – 1.22% 20
2025
Q1 		$445K Buy
2,658
+9
+0.3% +$1.91K 1.06% 24
2024
Q4 		$614K Buy
+2,649
New +$490K 1.52% 11

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

Wise Wealth Partners's AVGO Position: Q2 2026 in Review

Wise Wealth Partners sold out of Broadcom (AVGO) in Q2 2026, closing a stake of 2,658 shares — an estimated $823K sold.

Wise Wealth Partners first reported a position in AVGO in Q4 2024 and held it in 6 quarters. The position peaked at $920K in Q4 2025. 4,843 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Wise Wealth Partners reported no remaining Broadcom position as of Q2 2026 after selling out during the quarter.
  • Wise Wealth Partners sold 2,658 Broadcom shares in Q2 2026, an estimated $823K.
  • Wise Wealth Partners first reported a position in Broadcom in Q4 2024 and held it in 6 quarters.
  • Wise Wealth Partners's Broadcom position peaked at $920K in Q4 2025.
  • 4,843 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Wise Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.