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Aspetuck Financial Management’s Broadcom AVGO Stock Holding History

Aspetuck Financial 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 		$4.75M Sell
12,576
-35
-0.3% -$14K 2.8% 11
2026
Q1 		$3.9M Buy
12,611
+26
+0.2% +$8.55K 2.67% 10
2025
Q4 		$4.36M Sell
12,585
-15
-0.1% -$5.36K 2.92% 9
2025
Q3 		$4.16M Hold
12,600
– – 2.85% 10
2025
Q2 		$3.47M Hold
12,600
– – 2.62% 11
2025
Q1 		$2.11M Sell
12,600
-50
-0.4% -$10.6K 1.82% 21
2024
Q4 		$2.93M Buy
+12,650
New +$2.34M 2.29% 15

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

Aspetuck Financial Management's AVGO Position: Q2 2026 in Review

Aspetuck Financial Management reduced its Broadcom (AVGO) stake by 0.28% in Q2 2026, selling an estimated $14K and leaving 12,576 shares worth $4.75M. The position accounts for 2.8% of the portfolio, ranked #11.

Aspetuck Financial Management first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Aspetuck Financial Management held 12,576 shares of Broadcom worth $4.75M as of Q2 2026.
  • Aspetuck Financial Management sold 35 Broadcom shares in Q2 2026, an estimated $14K.
  • Broadcom made up 2.8% of Aspetuck Financial Management's portfolio in Q2 2026, its #11 holding.
  • Aspetuck Financial Management first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Aspetuck Financial Management's 13F filing for Q2 2026, filed 11 Aug 2026.