Question 1

Does Integrated Wealth Concepts own AVGO stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Integrated Wealth Concepts holds 201,467 shares of AVGO (Broadcom), worth $76.1M.

Question 2

How many shares of AVGO does Integrated Wealth Concepts own?

Accepted Answer

As of its Q2 2026 13F, Integrated Wealth Concepts holds 201,467 shares of AVGO (Broadcom).

Question 3

What is Integrated Wealth Concepts' AVGO position worth?

Accepted Answer

As of its Q2 2026 13F, Integrated Wealth Concepts' AVGO position is worth $76.1M.

Question 4

Is Integrated Wealth Concepts buying or selling AVGO?

Accepted Answer

In Q2 2026, Integrated Wealth Concepts increased its AVGO position by 72,073 shares (+55.7%).

Question 5

When did Integrated Wealth Concepts first buy AVGO?

Accepted Answer

Integrated Wealth Concepts first reported AVGO in its Q4 2019 13F and has listed it in 27 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	201,467	+55.7%	$76.1M	0.5%	$377.06	50
2026-Q1	Increased	129,394	+56.0%	$40M	0.3%	$309.02	49
2025-Q4	Decreased	82,972	-31.3%	$28.7M	0.3%	$344.83	0
2025-Q3	Increased	120,764	+1.1%	$39.8M	0.4%	$328.07	35
2025-Q2	Increased	119,507	+5.9%	$32.9M	0.3%	$273.65	37
2025-Q1	Decreased	112,866	-17.1%	$18.9M	0.2%	$165.82	0
2024-Q4	Increased	136,136	+15.7%	$31.6M	0.4%	$228.92	40
2024-Q3	Increased	117,661	+950.1%	$20.3M	0.2%	$169.87	55
2024-Q2	Increased	11,205	+3.3%	$18M	0.2%	$157.59	35
2024-Q1	Increased	10,852	+6.4%	$14.4M	0.2%	$129.68	36
2023-Q4	Increased	10,199	+16.9%	$11.4M	0.2%	$108.75	39
2023-Q3	Decreased	8,725	-3.4%	$7.2M	0.1%	$80.55	0
2023-Q2	Increased	9,033	+24.2%	$7.8M	0.1%	$83.67	40
2023-Q1	Decreased	7,273	-7.1%	$4.7M	0.1%	$61.55	0
2022-Q4	Increased	7,831	+4.5%	$4.4M	0.1%	$53.26	34
2022-Q3	Increased	7,493	+1.2%	$3.3M	0.1%	$41.95	32
2022-Q2	Increased	7,407	+6.6%	$3.6M	0.1%	$45.51	34
2022-Q1	Increased	6,946	+27.7%	$4.4M	0.1%	$58.51	40
2021-Q4	Increased	5,438	+63.5%	$3.6M	0.1%	$61.41	46
2021-Q3	Increased	3,326	+38.5%	$1.6M	0.1%	$44.47	34
2021-Q2	Increased	2,401	+1.6%	$1.1M	0.0%	$43.41	26
2021-Q1	Decreased	2,364	-4.3%	$1.1M	0.0%	$41.88	0
2020-Q4	Increased	2,470	+12.3%	$1.1M	0.1%	$39.24	28
2020-Q3	Decreased	2,200	-0.7%	$801,000	0.0%	$32.38	0
2020-Q2	Decreased	2,215	-9.3%	$699,000	0.1%	$27.80	0
2020-Q1	Increased	2,442	+16.1%	$579,000	0.1%	$20.67	28
2019-Q4	New	2,103	-	$665,000	0.1%	$27.09	34

AVGO27 quarters

AVGO
27 quarters