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Aspen Wealth Strategies’s Broadcom AVGO Stock Holding History

Aspen Wealth Strategies’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 		$8.29M Sell
21,938
-723
-3% -$290K 4.01% 6
2026
Q1 		$7.01M Sell
22,661
-589
-3% -$194K 3.74% 7
2025
Q4 		$8.05M Sell
23,250
-60
-0.3% -$21.5K 4.4% 6
2025
Q3 		$7.69M Sell
23,310
-363
-2% -$111K 4.27% 6
2025
Q2 		$6.53M Buy
23,673
+15,055
+175% +$3.27M 3.93% 6
2025
Q1 		$1.44M Sell
8,618
-693
-7% -$147K 0.95% 18
2024
Q4 		$2.16M Sell
9,311
-177
-2% -$32.7K 1.38% 12
2024
Q3 		$1.64M Sell
9,488
-90,612
-91% -$14.5M 1.05% 15
2024
Q2 		$1.56M Buy
100,100
+75,170
+302% +$10.5M 1.09% 15
2024
Q1 		$3.3M Sell
24,930
-740
-3% -$91.7K 2.28% 9
2023
Q4 		$2.86M Buy
25,670
+14,100
+122% +$1.34M 2.08% 11
2023
Q3 		$961K Buy
11,570
+1,030
+10% +$89.3K 0.75% 22
2023
Q2 		$914K Buy
10,540
+5,980
+131% +$426K 0.69% 22
2023
Q1 		$293K Sell
4,560
-350
-7% -$21.1K 0.23% 60
2022
Q4 		$275K Buy
+4,910
New +$246K 0.22% 60

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

Aspen Wealth Strategies's AVGO Position: Q2 2026 in Review

Aspen Wealth Strategies reduced its Broadcom (AVGO) stake by 3.2% in Q2 2026, selling an estimated $290K and leaving 21,938 shares worth $8.29M. The position accounts for 4.01% of the portfolio, ranked #6.

Aspen Wealth Strategies first reported a position in AVGO in Q4 2022 and has held it in 15 quarters since. 4,837 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Aspen Wealth Strategies held 21,938 shares of Broadcom worth $8.29M as of Q2 2026.
  • Aspen Wealth Strategies sold 723 Broadcom shares in Q2 2026, an estimated $290K.
  • Broadcom made up 4.01% of Aspen Wealth Strategies's portfolio in Q2 2026, its #6 holding.
  • Aspen Wealth Strategies first reported a position in Broadcom in Q4 2022 and has held it in 15 quarters since.
  • 4,837 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Aspen Wealth Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.