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Able Wealth Management’s Broadcom AVGO Stock Holding History

Able Wealth Management’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$383K Buy
+1,217
New +$488K 0.09% 94
2024
Q1 		– Sell
-70
Closed -$8.04K – 128
2023
Q4 		$8.04K Buy
+70
New +$6.63K 0.01% 301

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Able Wealth Management's AVGO Position: Q2 2026 in Review

Able Wealth Management opened a new position in Broadcom (AVGO) in Q2 2026: 1,217 shares worth $383K. The stake represents 0.09% of the portfolio and ranks #94 among its holdings. This is a return to the name: Able Wealth Management previously reported a position in AVGO as recently as Q4 2023.

Able Wealth Management first reported a position in AVGO in Q4 2023 and has held it in 2 quarters since. 4,839 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Able Wealth Management held 1,217 shares of Broadcom worth $383K as of Q2 2026.
  • Broadcom was a new Able Wealth Management position in Q2 2026.
  • Broadcom made up 0.09% of Able Wealth Management's portfolio in Q2 2026, its #94 holding.
  • Able Wealth Management first reported a position in Broadcom in Q4 2023 and has held it in 2 quarters since.
  • 4,839 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.