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Cassady Wealth & Retirement Planning’s Broadcom AVGO Stock Holding History

Cassady Wealth & Retirement Planning’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 		$300K Hold
794
– – 0.14% 86
2026
Q1 		$331K Sell
794
-1
-0.1% -$329 0.17% 83
2025
Q4 		$275K Buy
+795
New +$284K 0.18% 83

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

Cassady Wealth & Retirement Planning's AVGO Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning held its Broadcom (AVGO) position steady in Q2 2026 at 794 shares worth $300K. The position accounts for 0.14% of the portfolio, ranked #86.

Cassady Wealth & Retirement Planning first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. The position peaked at $331K in Q1 2026. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Cassady Wealth & Retirement Planning held 794 shares of Broadcom worth $300K as of Q2 2026.
  • Cassady Wealth & Retirement Planning left its Broadcom share count unchanged in Q2 2026.
  • Broadcom made up 0.14% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #86 holding.
  • Cassady Wealth & Retirement Planning first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
  • Cassady Wealth & Retirement Planning's Broadcom position peaked at $331K in Q1 2026.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.