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Waverly Advisors, LLC

Position in AVGO — Broadcom Inc.

CIK 1568787 BIRMINGHAM, AL

Position in AVGO

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$132,440,661
+$48,829,011 QoQ
Shares Held
350,604
+29.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.74%
of 13F equity value
Holder Rank
#446
of 4,764 holders
Holding Since
Mar 2022
16 quarters on record
Voting authority Sole 7% Shared 0% None 93%

Common Shares in AVGO Over Time

Shares Held

Position Value (USD)

Position in Semiconductors

Technology · as of Jun 30, 2026

Waverly Advisors, LLC holds $816,227,509 across 25 Semiconductors names. AVGO ranks #2 (16.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 AVGO
Broadcom Inc.
This page
350,604 $132,440,661

All Filings in AVGO

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16 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $132,440,661 350,604
2026-03-31 $83,611,650 270,142
2025-12-31 $90,050,720 260,187
2025-09-30 $69,681,610 211,214
2025-06-30 $59,247,384 214,937
2025-03-31 $36,497,228 217,985
2024-12-31 $19,720,078 85,059
2024-09-30 $6,710,250 38,900
2024-06-30 $6,280,832 3,912
2024-03-31 $4,754,245 3,587
2023-12-31 $1,361,824 1,220
2023-09-30 $935,232 1,126
2023-06-30 $904,729 1,043
2023-03-31 $644,105 1,004
2022-12-31 $439,475 786
2022-03-31 $219,758 349