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HCR Wealth Advisors

SEC CIK
0001697715
Latest filing
Jul 13, 2026

AVGO holding history

Broadcom Inc. in every 13F filed by HCR Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AVGO overviewAll 13F holders of AVGOFull Q2 2026 holdings

Shares (Q2 2026)
27,285
Value
$10.3M
% of portfolio
0.9%
Quarters held
11
Since Q4 2023
Holdings of AVGO by HCR Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202627,285$10.3M0.9%−393−1.4%ReducedHolders
Q1 202627,678$8.57M0.9%−580−2.1%ReducedHolders
Q4 202528,258$9.78M1.0%+1,147+4.2%AddedHolders
Q3 202527,111$9.17M0.9%+14,264+111.0%AddedHolders
Q2 202512,847$3.54M0.4%+329+2.6%AddedHolders
Q1 202512,518$2.10M0.3%+196+1.6%AddedHolders
Q4 202412,322$2.86M0.4%+53+0.4%AddedHolders
Q3 202412,269$2.12M0.3%+4,779+63.8%AddedConverted for a 10-for-1 splitHolders
Q2 2024749$1.20M0.2%+34+4.8%AddedHolders
Q1 2024715$948.5K0.1%+433+153.5%AddedHolders
Q4 2023282$315.3K<0.1%+282NewHolders