Cadia Private Client’s Broadcom AVGO Stock Holding History

Cadia Private Client’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	–	Sell	-728	Closed	-$225K	–	77
2026 Q1	$225K	Buy	728 +13	+2%	+$4.28K	0.18%	70
2025 Q4	$248K	Buy	+715	New	+$256K	0.2%	57

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

Cadia Private Client's AVGO Position: Q2 2026 in Review

Cadia Private Client sold out of Broadcom (AVGO) in Q2 2026, closing a stake of 728 shares — an estimated $225K sold.

Cadia Private Client first reported a position in AVGO in Q4 2025 and held it in 2 quarters. The position peaked at $248K in Q4 2025. 4,828 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Cadia Private Client reported no remaining Broadcom position as of Q2 2026 after selling out during the quarter.
Cadia Private Client sold 728 Broadcom shares in Q2 2026, an estimated $225K.
Cadia Private Client first reported a position in Broadcom in Q4 2025 and held it in 2 quarters.
Cadia Private Client's Broadcom position peaked at $248K in Q4 2025.
4,828 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Cadia Private Client's 13F filing for Q2 2026, filed 11 Aug 2026.