Broadcom Inc. $AVGO Stock Holdings Lowered by Unique Wealth LLC

Posted by Francis Steltz on Jun 30th, 2026

Unique Wealth LLC lessened its stake in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 34.1% in the first quarter, Holdings Channel.com reports. The fund owned 4,320 shares of the semiconductor manufacturer’s stock after selling 2,237 shares during the quarter. Unique Wealth LLC’s holdings in Broadcom were worth $1,337,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of the stock. Brown Brothers Harriman & Co. lifted its stake in Broadcom by 10.7% in the 3rd quarter. Brown Brothers Harriman & Co. now owns 77,411 shares of the semiconductor manufacturer’s stock worth $25,539,000 after acquiring an additional 7,499 shares in the last quarter. Sovran Advisors LLC grew its stake in Broadcom by 121.3% during the 4th quarter. Sovran Advisors LLC now owns 30,631 shares of the semiconductor manufacturer’s stock valued at $10,507,000 after acquiring an additional 16,789 shares in the last quarter. Thurston Springer Miller Herd & Titak Inc. increased its holdings in shares of Broadcom by 406.1% in the 4th quarter. Thurston Springer Miller Herd & Titak Inc. now owns 11,994 shares of the semiconductor manufacturer’s stock valued at $4,151,000 after purchasing an additional 9,624 shares during the period. Aspiriant LLC increased its holdings in shares of Broadcom by 18.5% in the 4th quarter. Aspiriant LLC now owns 12,016 shares of the semiconductor manufacturer’s stock valued at $4,158,000 after purchasing an additional 1,872 shares during the period. Finally, World Investment Advisors lifted its position in shares of Broadcom by 16.1% in the fourth quarter. World Investment Advisors now owns 177,710 shares of the semiconductor manufacturer’s stock worth $61,505,000 after purchasing an additional 24,703 shares in the last quarter. 76.43% of the stock is owned by institutional investors.

Insider Transactions at Broadcom

In other Broadcom news, Director Gayla J. Delly sold 1,000 shares of the stock in a transaction on Thursday, April 9th. The stock was sold at an average price of $358.31, for a total transaction of $358,310.00. Following the completion of the transaction, the director directly owned 32,352 shares in the company, valued at $11,592,045.12. This represents a 3.00% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Harry L. You purchased 1,000 shares of the business’s stock in a transaction that occurred on Thursday, June 11th. The shares were purchased at an average cost of $373.57 per share, with a total value of $373,570.00. Following the completion of the acquisition, the director directly owned 38,466 shares in the company, valued at $14,369,743.62. The trade was a 2.67% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Over the last three months, insiders have sold 59,385 shares of company stock worth $21,301,057. 1.90% of the stock is currently owned by company insiders.

Trending Headlines about Broadcom

Here are the key news stories impacting Broadcom this week:

Positive Sentiment: Broadcom continues to benefit from its expanding role in AI infrastructure, with articles highlighting its partnership with OpenAI and the launch of the first custom “Jalapeño” AI chip, underscoring real business momentum from AI demand. Broadcom (AVGO) The Best High Growth Semiconductor to Buy Now?
Positive Sentiment: Broadcom’s upcoming dividend payment reinforces its shareholder-return profile and may attract income-focused investors, especially with the company maintaining a long payout streak. Broadcom to pay dividends tomorrow: Here’s how much 100 AVGO shares will earn
Positive Sentiment: Several recent pieces continue to frame Broadcom as a key AI infrastructure winner and a potential long-term leader, including coverage pointing to strong organic AI revenue growth and notable investor interest from big-name funds. The Billionaire Who Sold Nvidia Too Early Just Bought 196,000 Shares of Broadcom — Here’s the Thesis Behind the Rotation
Neutral Sentiment: Broadcom was also mentioned in broad “must-buy” and model portfolio articles focused on AI beneficiaries, which keeps sentiment constructive but does not add a specific new catalyst for the stock. ChatGPT builds an ideal $1,000 stock portfolio for the second half of 2026
Negative Sentiment: Some commentary warns that the AI trade could be vulnerable if “good news” stops driving stocks higher, which adds a cautionary tone for AVGO after a strong run in AI-related expectations. This CIO Says the AI Bubble Pops the Moment Good News Stops Moving Stocks
Negative Sentiment: Broadcom’s recent drop from its peak has led to debate over whether the selloff reflects stretched expectations rather than deteriorating fundamentals, suggesting investor sentiment remains fragile. Broadcom stock crashed 24% but here’s why analysts are not walking away

Analyst Upgrades and Downgrades

AVGO has been the subject of a number of research reports. Royal Bank Of Canada lifted their target price on shares of Broadcom from $360.00 to $400.00 and gave the company a “sector perform” rating in a research note on Thursday, June 4th. Wells Fargo & Company reaffirmed an “overweight” rating and issued a $545.00 price target (up from $430.00) on shares of Broadcom in a research note on Thursday, May 14th. Oppenheimer reiterated an “outperform” rating and set a $535.00 price objective (up from $450.00) on shares of Broadcom in a report on Thursday, June 4th. Weiss Ratings cut Broadcom from a “buy (b)” rating to a “buy (b-)” rating in a research report on Friday. Finally, Wall Street Zen downgraded Broadcom from a “strong-buy” rating to a “buy” rating in a research note on Tuesday, June 23rd. One analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Broadcom presently has a consensus rating of “Moderate Buy” and a consensus target price of $493.24.

Read Our Latest Analysis on AVGO

Broadcom Price Performance

NASDAQ AVGO opened at $372.45 on Tuesday. The company has a current ratio of 2.24, a quick ratio of 2.01 and a debt-to-equity ratio of 0.71. The company has a fifty day simple moving average of $411.18 and a 200 day simple moving average of $362.85. The company has a market cap of $1.77 trillion, a P/E ratio of 62.08, a P/E/G ratio of 0.64 and a beta of 1.41. Broadcom Inc. has a 1 year low of $262.66 and a 1 year high of $495.00.

Broadcom (NASDAQ:AVGO – Get Free Report) last released its earnings results on Wednesday, June 3rd. The semiconductor manufacturer reported $2.44 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.40 by $0.04. Broadcom had a return on equity of 41.61% and a net margin of 38.85%.The firm had revenue of $22.19 billion for the quarter, compared to analyst estimates of $22.13 billion. During the same quarter last year, the firm posted $1.58 EPS. The company’s revenue was up 47.9% on a year-over-year basis. On average, sell-side analysts predict that Broadcom Inc. will post 10.24 EPS for the current year.

Broadcom Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, June 30th. Shareholders of record on Monday, June 22nd will be paid a dividend of $0.65 per share. The ex-dividend date is Monday, June 22nd. This represents a $2.60 dividend on an annualized basis and a yield of 0.7%. Broadcom’s payout ratio is currently 43.33%.

Broadcom Profile

(Free Report)

Broadcom Inc (NASDAQ: AVGO) is a global technology company that designs, develops and supplies semiconductor and infrastructure software solutions for a broad range of markets. The company’s semiconductor business provides components and systems for wired and wireless communications, enterprise and cloud storage, networking and broadband access, serving original equipment manufacturers, cloud service providers, telecommunications carriers and industrial customers worldwide. Broadcom is headquartered in Irvine, California, and operates globally with research, development and sales organizations across North America, Europe and Asia.

On the semiconductor side, Broadcom’s portfolio includes system-on-chip (SoC) and application-specific integrated circuit (ASIC) solutions, radio-frequency and connectivity components, Ethernet switching and PHY devices, storage adapters and controllers, optical transceivers and other networking silicon.