AWM
AVGO icon

Activest Wealth Management’s Broadcom AVGO Stock Holding History

Activest 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 		$797K Sell
2,109
-4,095
-66% -$1.64M 0.15% 52
2026
Q1 		$1.92M Buy
6,204
+774
+14% +$255K 0.34% 38
2025
Q4 		$1.88M Buy
5,430
+1,335
+33% +$477K 0.35% 31
2025
Q3 		$1.35M Buy
4,095
+2,060
+101% +$632K 0.27% 41
2025
Q2 		$561K Buy
2,035
+103
+5% +$22.4K 0.14% 63
2025
Q1 		$323K Buy
1,932
+896
+86% +$190K 0.09% 77
2024
Q4 		$240K Buy
1,036
+190
+22% +$35.1K 0.07% 79
2024
Q3 		$146K Sell
846
-1,524
-64% -$244K 0.05% 96
2024
Q2 		$381K Buy
2,370
+2,350
+11,750% +$329K 0.13% 60
2024
Q1 		$3.06K Hold
20
– – ﹤0.01% 285
2023
Q4 		$2.57K Hold
20
– – ﹤0.01% 259
2023
Q3 		$1.91K Sell
20
-490
-96% -$42.5K ﹤0.01% 272
2023
Q2 		$43.5K Buy
510
+490
+2,450% +$34.9K 0.03% 79
2023
Q1 		$1.44K Sell
20
-70
-78% -$4.21K ﹤0.01% 268
2022
Q4 		$5.18K Hold
90
– – ﹤0.01% 354
2022
Q3 		$4K Buy
90
+70
+350% +$3.58K ﹤0.01% 358
2022
Q2 		$1K Hold
20
– – ﹤0.01% 351
2022
Q1 		$1K Hold
20
– – ﹤0.01% 310
2021
Q4 		$1K Buy
+20
New +$1.12K ﹤0.01% 308

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

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

Activest Wealth Management reduced its Broadcom (AVGO) stake by 66% in Q2 2026, selling an estimated $1.64M and leaving 2,109 shares worth $797K. The position accounts for 0.15% of the portfolio, ranked #52.

Activest Wealth Management first reported a position in AVGO in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.92M in Q1 2026. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Activest Wealth Management held 2,109 shares of Broadcom worth $797K as of Q2 2026.
  • Activest Wealth Management sold 4,095 Broadcom shares in Q2 2026, an estimated $1.64M.
  • Broadcom made up 0.15% of Activest Wealth Management's portfolio in Q2 2026, its #52 holding.
  • Activest Wealth Management first reported a position in Broadcom in Q4 2021 and has held it in 19 quarters since.
  • Activest Wealth Management's Broadcom position peaked at $1.92M in Q1 2026.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.