Does EP Wealth Advisors own AVGO stock?

Yes. As of its Q2 2026 13F, EP Wealth Advisors holds 883,315 shares of AVGO (Broadcom), worth $333.7M.

How many shares of AVGO does EP Wealth Advisors own?

As of its Q2 2026 13F, EP Wealth Advisors holds 883,315 shares of AVGO (Broadcom).

As of its Q2 2026 13F, EP Wealth Advisors' AVGO position is worth $333.7M.

In Q2 2026, EP Wealth Advisors increased its AVGO position by 71,642 shares (+8.8%).

EP Wealth Advisors first reported AVGO in its Q1 2019 13F and has listed it in 29 quarterly 13F filings.

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%	$25.00	65