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Cassaday & Co Wealth Management’s Broadcom AVGO Stock Holding History

Cassaday & Co Wealth Management’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 		$2.22M Sell
5,886
-471
-7% -$189K 0.04% 94
2026
Q1 		$1.97M Buy
6,357
+270
+4% +$88.8K 0.04% 92
2025
Q4 		$2.11M Buy
6,087
+579
+11% +$207K 0.04% 88
2025
Q3 		$1.82M Sell
5,508
-397
-7% -$122K 0.04% 93
2025
Q2 		$1.63M Buy
5,905
+125
+2% +$27.1K 0.04% 92
2025
Q1 		$968K Buy
5,780
+23
+0.4% +$4.87K 0.03% 119
2024
Q4 		$1.33M Buy
5,757
+137
+2% +$25.3K 0.04% 92
2024
Q3 		$969K Buy
5,620
+2,080
+59% +$333K 0.03% 117
2024
Q2 		$568K Buy
3,540
+740
+26% +$104K 0.02% 159
2024
Q1 		$371K Buy
2,800
+350
+14% +$43.4K 0.01% 200
2023
Q4 		$273K Sell
2,450
-10
-0.4% -$947 0.01% 218
2023
Q3 		$204K Buy
2,460
+40
+2% +$3.47K 0.01% 245
2023
Q2 		$210K Buy
+2,420
New +$173K 0.01% 242

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

Cassaday & Co Wealth Management's AVGO Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Broadcom (AVGO) stake by 7.4% in Q2 2026, selling an estimated $189K and leaving 5,886 shares worth $2.22M. The position accounts for 0.04% of the portfolio, ranked #94.

Cassaday & Co Wealth Management first reported a position in AVGO in Q2 2023 and has held it in 13 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Cassaday & Co Wealth Management held 5,886 shares of Broadcom worth $2.22M as of Q2 2026.
  • Cassaday & Co Wealth Management sold 471 Broadcom shares in Q2 2026, an estimated $189K.
  • Broadcom made up 0.04% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #94 holding.
  • Cassaday & Co Wealth Management first reported a position in Broadcom in Q2 2023 and has held it in 13 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.