Blodgett Wealth Advisors’s Broadcom AVGO Stock Holding History

Blodgett Wealth Advisors’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	$1.38M	Sell	3,647 -479	-12%	-$192K	0.92%	19
2026 Q1	$1.28M	Sell	4,126 -700	-15%	-$230K	1.01%	18
2025 Q4	$1.67M	Sell	4,826 -195	-4%	-$69.7K	1.17%	18
2025 Q3	$1.66M	Sell	5,021 -420	-8%	-$129K	1.14%	17
2025 Q2	$1.5M	Sell	5,441 -75	-1%	-$16.3K	1.18%	17
2025 Q1	$924K	Buy	5,516 +88	+2%	+$18.6K	0.79%	22
2024 Q4	$1.26M	Buy	5,428 +1,020	+23%	+$189K	0.99%	20
2024 Q3	$760K	Sell	4,408 -2	-0%	-$321	0.64%	26
2024 Q2	$708K	Buy	4,410 +370	+9%	+$51.9K	0.6%	25
2024 Q1	$535K	Buy	4,040 +320	+9%	+$39.6K	0.48%	30
2023 Q4	$415K	Sell	3,720 -3,130	-46%	-$296K	0.42%	36
2023 Q3	$569K	Buy	+6,850	New	+$594K	0.62%	29
2022 Q2	–	Sell	-3,260	Closed	-$205K	–	69
2022 Q1	$205K	Buy	+3,260	New	+$194K	0.17%	78

Other funds holding AVGO

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Blodgett Wealth Advisors's AVGO Position: Q2 2026 in Review

Blodgett Wealth Advisors reduced its Broadcom (AVGO) stake by 12% in Q2 2026, selling an estimated $192K and leaving 3,647 shares worth $1.38M. The position accounts for 0.92% of the portfolio, ranked #19.

Blodgett Wealth Advisors first reported a position in AVGO in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.67M in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Blodgett Wealth Advisors held 3,647 shares of Broadcom worth $1.38M as of Q2 2026.
Blodgett Wealth Advisors sold 479 Broadcom shares in Q2 2026, an estimated $192K.
Broadcom made up 0.92% of Blodgett Wealth Advisors's portfolio in Q2 2026, its #19 holding.
Blodgett Wealth Advisors first reported a position in Broadcom in Q1 2022 and has held it in 13 quarters since.
Blodgett Wealth Advisors's Broadcom position peaked at $1.67M in Q4 2025.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Blodgett Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.