Question 1

How many shares of AVGO does EP Wealth Advisors, LLC own?

Accepted Answer

As of 2026-Q2, EP Wealth Advisors, LLC holds 883,315 shares of AVGO (BROADCOM INC).

Question 2

What is EP Wealth Advisors, LLC's AVGO position worth?

Accepted Answer

As of 2026-Q2, EP Wealth Advisors, LLC's AVGO position is worth $333.7M.

Question 3

Is EP Wealth Advisors, LLC buying or selling AVGO?

Accepted Answer

In 2026-Q2, EP Wealth Advisors, LLC increased their AVGO position (+8.8% change in shares).

Question 4

When did EP Wealth Advisors, LLC first buy AVGO?

Accepted Answer

Based on available 13F filings, EP Wealth Advisors, LLC first reported a position in AVGO in 2024-Q3. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	883,315	+8.8%	$333.7M	1.3%	$377.75	53
2026-Q1	Decreased	811,673	-5.2%	$251.2M	1.2%	$313.84	0
2025-Q4	Decreased	856,403	-4.7%	$296.4M	1.5%	$349.85	0
2025-Q2	Increased	898,247	+2.1%	$247.6M	1.6%	$268.38	49
2025-Q1	Decreased	879,535	-2.5%	$147.3M	1.2%	$168.11	0
2024-Q4	Decreased	902,292	-5.1%	$209.2M	1.7%	$233.47	0
2024-Q3	Increased	951,118	+904.7%	$164.1M	1.4%	$170.69	77