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YHB Investment Advisors’s Broadcom AVGO Stock Holding History

YHB Investment 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 		$7.27M Buy
19,251
+1,288
+7% +$516K 0.47% 58
2026
Q1 		$5.56M Buy
17,963
+563
+3% +$185K 0.4% 71
2025
Q4 		$6.02M Sell
17,400
-1,158
-6% -$414K 0.42% 64
2025
Q3 		$6.12M Sell
18,558
-219
-1% -$67.2K 0.45% 61
2025
Q2 		$5.18M Buy
18,777
+451
+2% +$97.9K 0.4% 68
2025
Q1 		$3.05M Buy
18,326
+912
+5% +$193K 0.25% 89
2024
Q4 		$4.04M Buy
17,414
+6,477
+59% +$1.2M 0.33% 78
2024
Q3 		$1.89M Buy
10,937
+1,577
+17% +$253K 0.16% 126
2024
Q2 		$1.5M Buy
9,360
+30
+0.3% +$4.2K 0.13% 136
2024
Q1 		$1.24M Buy
9,330
+700
+8% +$86.7K 0.11% 141
2023
Q4 		$963K Buy
8,630
+440
+5% +$41.7K 0.09% 143
2023
Q3 		$680K Buy
8,190
+630
+8% +$54.6K 0.06% 163
2023
Q2 		$656K Buy
7,560
+1,750
+30% +$125K 0.06% 167
2023
Q1 		$373K Buy
5,810
+50
+0.9% +$3.01K 0.04% 213
2022
Q4 		$322K Buy
5,760
+530
+10% +$26.6K 0.03% 215
2022
Q3 		$232K Hold
5,230
– – 0.03% 253
2022
Q2 		$254K Hold
5,230
– – 0.03% 243
2022
Q1 		$329K Buy
5,230
+20
+0.4% +$1.19K 0.03% 230
2021
Q4 		$347K Hold
5,210
– – 0.03% 242
2021
Q3 		$253K Hold
5,210
– – 0.02% 269
2021
Q2 		$248K Hold
5,210
– – 0.02% 272
2021
Q1 		$249K Hold
5,210
– – 0.02% 266
2020
Q4 		$228K Buy
+5,210
New +$203K 0.02% 264

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

YHB Investment Advisors's AVGO Position: Q2 2026 in Review

YHB Investment Advisors increased its Broadcom (AVGO) stake by 7.2% in Q2 2026, buying an estimated $516K and bringing the position to 19,251 shares worth $7.27M. The position accounts for 0.47% of the portfolio, ranked #58.

YHB Investment Advisors first reported a position in AVGO in Q4 2020 and has held it in 23 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • YHB Investment Advisors held 19,251 shares of Broadcom worth $7.27M as of Q2 2026.
  • YHB Investment Advisors bought 1,288 Broadcom shares in Q2 2026, an estimated $516K.
  • Broadcom made up 0.47% of YHB Investment Advisors's portfolio in Q2 2026, its #58 holding.
  • YHB Investment Advisors first reported a position in Broadcom in Q4 2020 and has held it in 23 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.