Question 1

How many shares of AVGO does Waverly Advisors, LLC own?

Accepted Answer

As of 2026-Q2, Waverly Advisors, LLC holds 350,604 shares of AVGO (BROADCOM INC).

Question 2

What is Waverly Advisors, LLC's AVGO position worth?

Accepted Answer

As of 2026-Q2, Waverly Advisors, LLC's AVGO position is worth $132.4M.

Question 3

Is Waverly Advisors, LLC buying or selling AVGO?

Accepted Answer

In 2026-Q2, Waverly Advisors, LLC increased their AVGO position (+29.8% change in shares).

Question 4

When did Waverly Advisors, LLC first buy AVGO?

Accepted Answer

Based on available 13F filings, Waverly Advisors, LLC first reported a position in AVGO in 2024-Q3. They have held the position across 17 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	350,604	+29.8%	$132.4M	0.8%	$377.75	54
2026-Q1	Increased	270,142	+3.8%	$83.6M	0.6%	$309.02	44
2025-Q4	Increased	260,187	+23.2%	$90.1M	0.7%	$344.83	51
2025-Q3	Decreased	211,214	-1.7%	$69.7M	0.7%	$328.07	0
2025-Q2	Decreased	214,937	-1.4%	$59.2M	0.7%	$273.65	0
2025-Q1	Increased	217,985	+156.3%	$36.5M	0.4%	$165.82	56
2024-Q4	Increased	85,059	+118.7%	$19.7M	0.3%	$228.92	55
2024-Q3	Increased	38,900	+894.4%	$6.7M	0.1%	$169.87	53

AVGOShowing 8 of 17 quarters

AVGO
Showing 8 of 17 quarters