AWM
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Aviso Wealth Management’s Broadcom AVGO Stock Holding History

Aviso 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 		$4.44M Sell
11,760
-322
-3% -$129K 1.51% 18
2026
Q1 		$3.74M Buy
12,082
+151
+1% +$49.7K 1.69% 17
2025
Q4 		$4.13M Sell
11,931
-179
-1% -$64K 1.74% 14
2025
Q3 		$4M Sell
12,110
-808
-6% -$248K 1.74% 15
2025
Q2 		$3.56M Buy
12,918
+299
+2% +$64.9K 1.66% 15
2025
Q1 		$2.11M Sell
12,619
-87
-0.7% -$18.4K 1.12% 18
2024
Q4 		$2.95M Buy
12,706
+73
+0.6% +$13.5K 1.5% 10
2024
Q3 		$2.18M Sell
12,633
-347
-3% -$55.6K 1.18% 19
2024
Q2 		$2.08M Sell
12,980
-520
-4% -$72.9K 1.24% 14
2024
Q1 		$1.79M Buy
13,500
+700
+5% +$86.7K 1.13% 22
2023
Q4 		$1.43M Buy
+12,800
New +$1.21M 1.04% 23

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

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

Aviso Wealth Management reduced its Broadcom (AVGO) stake by 2.7% in Q2 2026, selling an estimated $129K and leaving 11,760 shares worth $4.44M. The position accounts for 1.51% of the portfolio, ranked #18.

Aviso Wealth Management first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 4,849 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Aviso Wealth Management held 11,760 shares of Broadcom worth $4.44M as of Q2 2026.
  • Aviso Wealth Management sold 322 Broadcom shares in Q2 2026, an estimated $129K.
  • Broadcom made up 1.51% of Aviso Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Aviso Wealth Management first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • 4,849 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.