How many shares of AVGO does Integrated Wealth Concepts LLC own?

As of 2026-Q2, Integrated Wealth Concepts LLC holds 250,416 shares of AVGO (BROADCOM INC).

What is Integrated Wealth Concepts LLC's AVGO position worth?

As of 2026-Q2, Integrated Wealth Concepts LLC's AVGO position is worth $94.6M.

Is Integrated Wealth Concepts LLC buying or selling AVGO?

In 2026-Q2, Integrated Wealth Concepts LLC increased their AVGO position (+93.5% change in shares).

When did Integrated Wealth Concepts LLC first buy AVGO?

Based on available 13F filings, Integrated Wealth Concepts LLC first reported a position in AVGO in 2019-Q4. They have held the position across 27 quarters.

Back to IW Integrated Wealth Concepts LLC

AVGO
27 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in BROADCOM INC

Current Value

$94.6M

Current Shares

250,416

Total Value Change

+$93.9M

Total Shares Change

+248,313

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	250,416	+93.5%	$94.6M	0.5%	$377.75	57
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

Other major holders of AVGO: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

AVGO27 quarters

AVGO
27 quarters