BWM
AVGO icon

Bernicke Wealth Management’s Broadcom AVGO Stock Holding History

Bernicke 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 		$3.96M Buy
10,495
+222
+2% +$89K 0.46% 21
2026
Q1 		$3.18M Buy
10,273
+10
+0.1% +$3.29K 0.41% 22
2025
Q4 		$3.55M Buy
+10,263
New +$3.67M 0.46% 20

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bernicke Wealth Management increased its Broadcom (AVGO) stake by 2.2% in Q2 2026, buying an estimated $89K and bringing the position to 10,495 shares worth $3.96M. The position accounts for 0.46% of the portfolio, ranked #21.

Bernicke Wealth Management first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. 4,176 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Bernicke Wealth Management held 10,495 shares of Broadcom worth $3.96M as of Q2 2026.
  • Bernicke Wealth Management bought 222 Broadcom shares in Q2 2026, an estimated $89K.
  • Broadcom made up 0.46% of Bernicke Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Bernicke Wealth Management first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
  • 4,176 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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