ZWA
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Zinnia Wealth Advisory’s Broadcom AVGO Stock Holding History

Zinnia Wealth Advisory’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 		$345K Sell
914
-30
-3% -$12K 0.35% 62
2026
Q1 		$292K Sell
944
-234
-20% -$77K 0.33% 71
2025
Q4 		$408K Buy
+1,178
New +$421K 0.44% 52

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

Zinnia Wealth Advisory's AVGO Position: Q2 2026 in Review

Zinnia Wealth Advisory reduced its Broadcom (AVGO) stake by 3.2% in Q2 2026, selling an estimated $12K and leaving 914 shares worth $345K. The position accounts for 0.35% of the portfolio, ranked #62.

Zinnia Wealth Advisory first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. The position peaked at $408K in Q4 2025. 4,826 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Zinnia Wealth Advisory held 914 shares of Broadcom worth $345K as of Q2 2026.
  • Zinnia Wealth Advisory sold 30 Broadcom shares in Q2 2026, an estimated $12K.
  • Broadcom made up 0.35% of Zinnia Wealth Advisory's portfolio in Q2 2026, its #62 holding.
  • Zinnia Wealth Advisory first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
  • Zinnia Wealth Advisory's Broadcom position peaked at $408K in Q4 2025.
  • 4,826 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Zinnia Wealth Advisory's 13F filing for Q2 2026, filed 30 Jul 2026.