WAG
AVGO icon

Wiser Advisor Group’s Broadcom AVGO Stock Holding History

Wiser Advisor 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 		$273K Sell
722
-14
-2% -$5.61K 0.3% 47
2026
Q1 		$228K Sell
736
-3
-0.4% -$987 0.28% 48
2025
Q4 		$256K Buy
739
+1
+0.1% +$358 0.29% 49
2025
Q3 		$243K Buy
+738
New +$226K 0.3% 49
2025
Q2 		– Sell
-738
Closed -$124K – 60
2025
Q1 		$124K Buy
738
+119
+19% +$25.2K 0.18% 59
2024
Q4 		$144K Buy
619
+1
+0.2% +$185 0.21% 57
2024
Q3 		$107K Buy
618
+268
+77% +$43K 0.16% 66
2024
Q2 		$54.7K Buy
+350
New +$49K 0.09% 87

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

Wiser Advisor Group's AVGO Position: Q2 2026 in Review

Wiser Advisor Group reduced its Broadcom (AVGO) stake by 1.9% in Q2 2026, selling an estimated $5.61K and leaving 722 shares worth $273K. The position accounts for 0.3% of the portfolio, ranked #47.

Wiser Advisor Group first reported a position in AVGO in Q2 2024 and has held it in 8 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Wiser Advisor Group held 722 shares of Broadcom worth $273K as of Q2 2026.
  • Wiser Advisor Group sold 14 Broadcom shares in Q2 2026, an estimated $5.61K.
  • Broadcom made up 0.3% of Wiser Advisor Group's portfolio in Q2 2026, its #47 holding.
  • Wiser Advisor Group first reported a position in Broadcom in Q2 2024 and has held it in 8 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.