AWM
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Ariadne Wealth Management’s Broadcom AVGO Stock Holding History

Ariadne 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 		$3.31M Sell
8,760
-729
-8% -$292K 1.46% 13
2026
Q1 		$2.94M Sell
9,489
-27
-0.3% -$8.88K 1.32% 16
2025
Q4 		$3.15M Sell
9,516
-254
-3% -$90.8K 1.3% 18
2025
Q3 		$3.32M Sell
9,770
-570
-6% -$175K 1.49% 15
2025
Q2 		$3.2M Buy
10,340
+203
+2% +$44.1K 1.53% 16
2025
Q1 		$2.11M Buy
10,137
+277
+3% +$58.6K 1.1% 18
2024
Q4 		$2.32M Buy
9,860
+667
+7% +$123K 1.06% 21
2024
Q3 		$1.69M Buy
+9,193
New +$1.47M 0.92% 26

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

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

Ariadne Wealth Management reduced its Broadcom (AVGO) stake by 7.7% in Q2 2026, selling an estimated $292K and leaving 8,760 shares worth $3.31M. The position accounts for 1.46% of the portfolio, ranked #13.

Ariadne Wealth Management first reported a position in AVGO in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.32M in Q3 2025. 4,842 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Ariadne Wealth Management held 8,760 shares of Broadcom worth $3.31M as of Q2 2026.
  • Ariadne Wealth Management sold 729 Broadcom shares in Q2 2026, an estimated $292K.
  • Broadcom made up 1.46% of Ariadne Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Ariadne Wealth Management first reported a position in Broadcom in Q3 2024 and has held it in 8 quarters since.
  • Ariadne Wealth Management's Broadcom position peaked at $3.32M in Q3 2025.
  • 4,842 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Ariadne Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.