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Bernardo Wealth Planning’s Broadcom AVGO Stock Holding History

Bernardo Wealth Planning’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 		$1.18M Buy
3,123
+173
+6% +$69.4K 0.2% 51
2026
Q1 		$913K Buy
2,950
+120
+4% +$39.5K 0.18% 54
2025
Q4 		$979K Buy
2,830
+1,667
+143% +$596K 0.19% 53
2025
Q3 		$384K Buy
1,163
+72
+7% +$22.1K 0.08% 83
2025
Q2 		$301K Sell
1,091
-2,427
-69% -$527K 0.07% 95
2025
Q1 		$589K Buy
3,518
+1,196
+52% +$253K 0.14% 59
2024
Q4 		$521K Sell
2,322
-258
-10% -$47.7K 0.12% 62
2024
Q3 		$468K Buy
2,580
+1,120
+77% +$180K 0.11% 67
2024
Q2 		$234K Sell
1,460
-1,060
-42% -$149K 0.06% 90
2024
Q1 		$334K Buy
+2,520
New +$312K 0.09% 75
2021
Q1 		– Sell
-5,610
Closed -$245K – 84
2020
Q4 		$245K Sell
5,610
-700
-11% -$27.3K 0.09% 150
2020
Q3 		$229K Sell
6,310
-320
-5% -$10.7K 0.1% 139
2020
Q2 		$209K Buy
+6,630
New +$186K 0.11% 130

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

Bernardo Wealth Planning's AVGO Position: Q2 2026 in Review

Bernardo Wealth Planning increased its Broadcom (AVGO) stake by 5.9% in Q2 2026, buying an estimated $69.4K and bringing the position to 3,123 shares worth $1.18M. The position accounts for 0.2% of the portfolio, ranked #51.

Bernardo Wealth Planning first reported a position in AVGO in Q2 2020 and has held it in 13 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Bernardo Wealth Planning held 3,123 shares of Broadcom worth $1.18M as of Q2 2026.
  • Bernardo Wealth Planning bought 173 Broadcom shares in Q2 2026, an estimated $69.4K.
  • Broadcom made up 0.2% of Bernardo Wealth Planning's portfolio in Q2 2026, its #51 holding.
  • Bernardo Wealth Planning first reported a position in Broadcom in Q2 2020 and has held it in 13 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.