BFW
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Brady Family Wealth’s Broadcom AVGO Stock Holding History

Brady Family Wealth’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 		$15.6M Sell
41,235
-209
-0.5% -$83.8K 4.5% 3
2026
Q1 		$12.8M Buy
41,444
+940
+2% +$309K 4% 4
2025
Q4 		$14M Sell
40,504
-2,237
-5% -$800K 4.33% 4
2025
Q3 		$14.1M Sell
42,741
-763
-2% -$234K 4.37% 4
2025
Q2 		$12M Sell
43,504
-113
-0.3% -$24.5K 3.71% 3
2025
Q1 		$7.3M Sell
43,617
-1,029
-2% -$218K 2.34% 10
2024
Q4 		$10.4M Sell
44,646
-746
-2% -$138K 3.18% 4
2024
Q3 		$7.83M Buy
45,392
+1,722
+4% +$276K 2.35% 8
2024
Q2 		$7.01M Buy
43,670
+700
+2% +$98.1K 2.26% 8
2024
Q1 		$5.69M Buy
42,970
+8,750
+26% +$1.08M 1.85% 17
2023
Q4 		$3.82M Buy
34,220
+18,750
+121% +$1.78M 1.31% 29
2023
Q3 		$1.28M Buy
15,470
+80
+0.5% +$6.93K 0.5% 51
2023
Q2 		$1.34M Sell
15,390
-520
-3% -$37.1K 0.5% 53
2023
Q1 		$1.02M Buy
15,910
+100
+0.6% +$6.02K 0.4% 59
2022
Q4 		$884K Buy
+15,810
New +$793K 0.37% 62

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

Brady Family Wealth's AVGO Position: Q2 2026 in Review

Brady Family Wealth reduced its Broadcom (AVGO) stake by 0.5% in Q2 2026, selling an estimated $83.8K and leaving 41,235 shares worth $15.6M. The position accounts for 4.5% of the portfolio, ranked #3.

Brady Family Wealth first reported a position in AVGO in Q4 2022 and has held it in 15 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Brady Family Wealth held 41,235 shares of Broadcom worth $15.6M as of Q2 2026.
  • Brady Family Wealth sold 209 Broadcom shares in Q2 2026, an estimated $83.8K.
  • Broadcom made up 4.5% of Brady Family Wealth's portfolio in Q2 2026, its #3 holding.
  • Brady Family Wealth first reported a position in Broadcom in Q4 2022 and has held it in 15 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Brady Family Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.