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WorthPointe’s Broadcom AVGO Stock Holding History

WorthPointe’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 		$368K Sell
973
-243
-20% -$97.4K 0.09% 85
2026
Q1 		$376K Sell
1,216
-380
-24% -$125K 0.1% 86
2025
Q4 		$552K Buy
1,596
+790
+98% +$283K 0.15% 79
2025
Q3 		$266K Buy
+806
New +$247K 0.1% 87
2025
Q1 		– Sell
-899
Closed -$208K – 93
2024
Q4 		$208K Buy
+899
New +$166K 0.08% 88
2024
Q3 		– Sell
-1,300
Closed -$208K – 81
2024
Q2 		$208K Sell
1,300
-360
-22% -$50.5K 0.09% 68
2024
Q1 		$220K Buy
+1,660
New +$206K 0.11% 61
2023
Q4 		– Sell
-2,450
Closed -$203K – 74
2023
Q3 		$203K Buy
+2,450
New +$212K 0.12% 68

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

WorthPointe's AVGO Position: Q2 2026 in Review

WorthPointe reduced its Broadcom (AVGO) stake by 20% in Q2 2026, selling an estimated $97.4K and leaving 973 shares worth $368K. The position accounts for 0.09% of the portfolio, ranked #85.

WorthPointe first reported a position in AVGO in Q3 2023 and has held it in 8 quarters since. The position peaked at $552K in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • WorthPointe held 973 shares of Broadcom worth $368K as of Q2 2026.
  • WorthPointe sold 243 Broadcom shares in Q2 2026, an estimated $97.4K.
  • Broadcom made up 0.09% of WorthPointe's portfolio in Q2 2026, its #85 holding.
  • WorthPointe first reported a position in Broadcom in Q3 2023 and has held it in 8 quarters since.
  • WorthPointe's Broadcom position peaked at $552K in Q4 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on WorthPointe's 13F filing for Q2 2026, filed 31 Jul 2026.