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

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

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

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

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

Based on available 13F filings, EP Wealth Advisors, LLC first reported a position in AVGO in 2019-Q1. They have held the position across 29 quarters.

Position history for EP Wealth Advisors, LLC's holdings in BROADCOM INC

Current Value

$333.7M

Current Shares

883,315

Total Value Change

+$315.3M

Total Shares Change

+822,115

Quarter-by-Quarter History

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%	$309.02	0
2025-Q4	Decreased	856,403	-4.7%	$296.4M	1.5%	$344.83	0
2025-Q2	Increased	898,247	+2.1%	$247.6M	1.6%	$273.65	49
2025-Q1	Decreased	879,535	-2.5%	$147.3M	1.2%	$165.82	0
2024-Q4	Decreased	902,292	-5.1%	$209.2M	1.7%	$228.92	0
2024-Q3	Increased	951,118	+904.7%	$164.1M	1.4%	$169.87	77
2024-Q2	Increased	94,670	+0.4%	$152M	1.6%	$157.59	48
2024-Q1	Decreased	94,264	-1.1%	$124.9M	1.5%	$129.68	0
2023-Q4	Decreased	95,265	-3.7%	$106.3M	1.4%	$108.75	0
2023-Q3	Decreased	98,915	-28.4%	$82.2M	1.3%	$80.55	0
2023-Q2	Increased	138,208	+26.3%	$92.6M	1.3%	$83.67	58
2023-Q1	Increased	109,392	+1.2%	$70.2M	1.2%	$61.55	47
2022-Q4	Increased	108,132	+1.7%	$60.5M	1.1%	$53.26	47
2022-Q3	Increased	106,303	+17.4%	$47.2M	1.1%	$41.95	54
2022-Q2	Increased	90,517	+1.0%	$44M	1.0%	$45.51	41
2022-Q1	Increased	89,618	+0.4%	$56.4M	1.2%	$58.51	46
2021-Q4	Increased	89,275	+1.5%	$59.4M	1.4%	$61.41	47
2021-Q3	Increased	87,974	+3.0%	$42.7M	1.2%	$44.47	47
2021-Q2	Increased	85,386	+5.7%	$40.7M	1.1%	$43.41	49
2021-Q1	Increased	80,801	+10.8%	$37.5M	1.2%	$41.88	51
2020-Q4	Increased	72,956	+4.2%	$31.9M	1.1%	$39.24	47
2020-Q3	Increased	70,019	+1.3%	$25.5M	1.1%	$32.38	46
2020-Q2	Increased	69,102	+3.4%	$21.8M	0.9%	$27.80	42
2020-Q1	Increased	66,828	+5.6%	$15.8M	0.8%	$20.67	42
2019-Q4	Increased	63,291	+5.5%	$20M	0.8%	$27.09	42
2019-Q3	Increased	60,018	+0.6%	$16.6M	0.8%	$23.43	40
2019-Q2	Decreased	59,641	-2.5%	$17.2M	1.1%	$24.20	0
2019-Q1	New	61,200	-	$18.4M	1.8%	$25.04	65