Base Wealth Management’s Broadcom AVGO Stock Holding History

Base 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	$271K	Buy	718 +3	+0.4%	+$1.2K	0.13%	55
2026 Q1	$221K	Buy	715 +34	+5%	+$11.2K	0.12%	55
2025 Q4	$236K	Sell	681 -8	-1%	-$2.86K	0.13%	52
2025 Q3	$227K	Buy	+689	New	+$211K	0.13%	54

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Base Wealth Management increased its Broadcom (AVGO) stake by 0.42% in Q2 2026, buying an estimated $1.2K and bringing the position to 718 shares worth $271K. The position accounts for 0.13% of the portfolio, ranked #55.

Base Wealth Management first reported a position in AVGO in Q3 2025 and has held it in 4 quarters since. 3,877 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Base Wealth Management held 718 shares of Broadcom worth $271K as of Q2 2026.
Base Wealth Management bought 3 Broadcom shares in Q2 2026, an estimated $1.2K.
Broadcom made up 0.13% of Base Wealth Management's portfolio in Q2 2026, its #55 holding.
Base Wealth Management first reported a position in Broadcom in Q3 2025 and has held it in 4 quarters since.
3,877 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Base Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.