Worth Asset Management’s Broadcom AVGO Stock Holding History

Worth Asset Management’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	$2.4M	Buy	6,358 +3,806	+149%	+$1.53M	0.77%	22
2026 Q1	$790K	Sell	2,552 -3,678	-59%	-$1.21M	0.29%	79
2025 Q4	$2.16M	Buy	6,230 +3,479	+126%	+$1.24M	0.91%	26
2025 Q3	$908K	Sell	2,751 -3,743	-58%	-$1.15M	0.41%	46
2025 Q2	$1.79M	Sell	6,494 -7,421	-53%	-$1.61M	0.88%	25
2025 Q1	$2.33M	Buy	13,915 +11,616	+505%	+$2.46M	1.27%	17
2024 Q4	$533K	Sell	2,299 -14,795	-87%	-$2.74M	0.28%	67
2024 Q3	$2.95M	Buy	17,094 +14,974	+706%	+$2.4M	1.6%	14
2024 Q2	$340K	Sell	2,120 -18,490	-90%	-$2.59M	0.2%	81
2024 Q1	$2.73M	Buy	+20,610	New	+$2.55M	1.68%	10
2023 Q3	–	Sell	-1,020	Closed	-$88.5K	–	117
2023 Q2	$88.5K	Buy	1,020 +900	+750%	+$64.2K	0.07%	149
2023 Q1	$7.7K	Hold	120	–	–	0.01%	342
2022 Q4	$6.71K	Hold	120	–	–	﹤0.01%	337
2022 Q3	$5K	Hold	120	–	–	﹤0.01%	345
2022 Q2	$6K	Sell	120 -930	-89%	-$52.2K	﹤0.01%	387
2022 Q1	$60K	Buy	+1,050	New	+$62.4K	0.04%	186

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Worth Asset Management's AVGO Position: Q2 2026 in Review

Worth Asset Management increased its Broadcom (AVGO) stake by 149% in Q2 2026, buying an estimated $1.53M and bringing the position to 6,358 shares worth $2.4M. The position accounts for 0.77% of the portfolio, ranked #22.

Worth Asset Management first reported a position in AVGO in Q1 2022 and has held it in 16 quarters since. The position peaked at $2.95M in Q3 2024. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Worth Asset Management held 6,358 shares of Broadcom worth $2.4M as of Q2 2026.
Worth Asset Management bought 3,806 Broadcom shares in Q2 2026, an estimated $1.53M.
Broadcom made up 0.77% of Worth Asset Management's portfolio in Q2 2026, its #22 holding.
Worth Asset Management first reported a position in Broadcom in Q1 2022 and has held it in 16 quarters since.
Worth Asset Management's Broadcom position peaked at $2.95M in Q3 2024.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Worth Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.