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Berry Wealth Group’s Broadcom AVGO Stock Holding History

Berry Wealth Group’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 		$3.91M Sell
10,349
-29
-0.3% -$11.6K 12.56% 1
2026
Q1 		$3.21M Sell
10,378
-447
-4% -$147K 12% 1
2025
Q4 		$3.75M Sell
10,825
-708
-6% -$253K 13.15% 1
2025
Q3 		$3.8M Sell
11,533
-34,663
-75% -$10.6M 12.42% 1
2025
Q2 		$12.7M Buy
46,196
+269
+0.6% +$58.4K 8.91% 1
2025
Q1 		$7.69M Sell
45,927
-1,447
-3% -$306K 6.02% 2
2024
Q4 		$11M Sell
47,374
-1,962
-4% -$363K 7.92% 1
2024
Q3 		$8.51M Sell
49,336
-3,864
-7% -$619K 6.1% 2
2024
Q2 		$8.54M Sell
53,200
-1,560
-3% -$219K 6.82% 2
2024
Q1 		$7.26M Buy
54,760
+4,820
+10% +$597K 6.02% 4
2023
Q4 		$5.57M Buy
+49,940
New +$4.73M 5.13% 5

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

Berry Wealth Group's AVGO Position: Q2 2026 in Review

Berry Wealth Group reduced its Broadcom (AVGO) stake by 0.28% in Q2 2026, selling an estimated $11.6K and leaving 10,349 shares worth $3.91M. The position accounts for 12.56% of the portfolio, ranked #1.

Berry Wealth Group first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.7M in Q2 2025. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Berry Wealth Group held 10,349 shares of Broadcom worth $3.91M as of Q2 2026.
  • Berry Wealth Group sold 29 Broadcom shares in Q2 2026, an estimated $11.6K.
  • Broadcom made up 12.56% of Berry Wealth Group's portfolio in Q2 2026, its #1 holding.
  • Berry Wealth Group first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • Berry Wealth Group's Broadcom position peaked at $12.7M in Q2 2025.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Berry Wealth Group's 13F filing for Q2 2026, filed 12 Aug 2026.