AWM
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Aries Wealth Management’s Broadcom AVGO Stock Holding History

Aries 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 		$1.55M Hold
4,102
– – 0.3% 75
2026
Q1 		$1.27M Sell
4,102
-246
-6% -$80.9K 0.28% 77
2025
Q4 		$1.5M Buy
4,348
+443
+11% +$158K 0.33% 69
2025
Q3 		$1.29M Sell
3,905
-555
-12% -$170K 0.3% 78
2025
Q2 		$1.23M Hold
4,460
– – 0.32% 81
2025
Q1 		$747K Sell
4,460
-40
-0.9% -$8.47K 0.2% 107
2024
Q4 		$1.04M Hold
4,500
– – 0.29% 86
2024
Q3 		$776K Buy
4,500
+2,670
+146% +$428K 0.21% 104
2024
Q2 		$294K Buy
1,830
+30
+2% +$4.2K 0.09% 158
2024
Q1 		$239K Buy
+1,800
New +$223K 0.08% 187

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

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

Aries Wealth Management held its Broadcom (AVGO) position steady in Q2 2026 at 4,102 shares worth $1.55M. The position accounts for 0.3% of the portfolio, ranked #75.

Aries Wealth Management first reported a position in AVGO in Q1 2024 and has held it in 10 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Aries Wealth Management held 4,102 shares of Broadcom worth $1.55M as of Q2 2026.
  • Aries Wealth Management left its Broadcom share count unchanged in Q2 2026.
  • Broadcom made up 0.3% of Aries Wealth Management's portfolio in Q2 2026, its #75 holding.
  • Aries Wealth Management first reported a position in Broadcom in Q1 2024 and has held it in 10 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.