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Carson Advisory’s Broadcom AVGO Stock Holding History

Carson Advisory’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 		$719K Sell
1,903
-65
-3% -$26.1K 0.33% 71
2026
Q1 		$609K Buy
1,968
+309
+19% +$102K 0.32% 75
2025
Q4 		$574K Sell
1,659
-118
-7% -$42.2K 0.3% 77
2025
Q3 		$586K Sell
1,777
-246
-12% -$75.5K 0.32% 73
2025
Q2 		$558K Buy
2,023
+39
+2% +$8.47K 0.35% 70
2025
Q1 		$332K Buy
1,984
+515
+35% +$109K 0.22% 105
2024
Q4 		$341K Sell
1,469
-20
-1% -$3.7K 0.24% 100
2024
Q3 		$257K Sell
1,489
-71
-5% -$11.4K 0.16% 144
2024
Q2 		$250K Buy
+1,560
New +$219K 0.18% 135

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

Carson Advisory's AVGO Position: Q2 2026 in Review

Carson Advisory reduced its Broadcom (AVGO) stake by 3.3% in Q2 2026, selling an estimated $26.1K and leaving 1,903 shares worth $719K. The position accounts for 0.33% of the portfolio, ranked #71.

Carson Advisory first reported a position in AVGO in Q2 2024 and has held it in 9 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Carson Advisory held 1,903 shares of Broadcom worth $719K as of Q2 2026.
  • Carson Advisory sold 65 Broadcom shares in Q2 2026, an estimated $26.1K.
  • Broadcom made up 0.33% of Carson Advisory's portfolio in Q2 2026, its #71 holding.
  • Carson Advisory first reported a position in Broadcom in Q2 2024 and has held it in 9 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.