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Bernard Wealth Management’s Broadcom AVGO Stock Holding History

Bernard 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 		$185K Sell
490
-300
-38% -$120K 0.07% 69
2026
Q1 		$245K Sell
790
-50
-6% -$16.5K 0.1% 58
2025
Q4 		$291K Hold
840
– – 0.12% 56
2025
Q3 		$277K Hold
840
– – 0.12% 53
2025
Q2 		$232K Sell
840
-612
-42% -$133K 0.11% 53
2025
Q1 		$243K Buy
1,452
+72
+5% +$15.2K 0.12% 54
2024
Q4 		$320K Buy
+1,380
New +$255K 0.15% 47

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

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

Bernard Wealth Management reduced its Broadcom (AVGO) stake by 38% in Q2 2026, selling an estimated $120K and leaving 490 shares worth $185K. The position accounts for 0.07% of the portfolio, ranked #69.

Bernard Wealth Management first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. The position peaked at $320K in Q4 2024. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Bernard Wealth Management held 490 shares of Broadcom worth $185K as of Q2 2026.
  • Bernard Wealth Management sold 300 Broadcom shares in Q2 2026, an estimated $120K.
  • Broadcom made up 0.07% of Bernard Wealth Management's portfolio in Q2 2026, its #69 holding.
  • Bernard Wealth Management first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • Bernard Wealth Management's Broadcom position peaked at $320K in Q4 2024.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.