Cassia Capital Partners’s Broadcom AVGO Stock Holding History

Cassia Capital Partners’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	$1.85M	Sell	4,887 -63	-1%	-$25.3K	0.9%	23
2026 Q1	$1.53M	Sell	4,950 -636	-11%	-$209K	0.79%	28
2025 Q4	$1.93M	Sell	5,586 -232	-4%	-$83K	1.05%	17
2025 Q3	$1.92M	Buy	5,818 +405	+7%	+$124K	1.05%	16
2025 Q2	$1.49M	Sell	5,413 -128	-2%	-$27.8K	0.9%	20
2025 Q1	$928K	Buy	5,541 +1,624	+41%	+$344K	0.58%	45
2024 Q4	$908K	Buy	+3,917	New	+$724K	0.58%	37
2021 Q4	–	Sell	-56,970	Closed	-$2.76M	–	73
2021 Q3	$2.76M	Buy	+56,970	New	+$2.77M	1.9%	9

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

Cassia Capital Partners's AVGO Position: Q2 2026 in Review

Cassia Capital Partners reduced its Broadcom (AVGO) stake by 1.3% in Q2 2026, selling an estimated $25.3K and leaving 4,887 shares worth $1.85M. The position accounts for 0.9% of the portfolio, ranked #23.

Cassia Capital Partners first reported a position in AVGO in Q3 2021 and has held it in 8 quarters since. The position peaked at $2.76M in Q3 2021. 4,844 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Cassia Capital Partners held 4,887 shares of Broadcom worth $1.85M as of Q2 2026.
Cassia Capital Partners sold 63 Broadcom shares in Q2 2026, an estimated $25.3K.
Broadcom made up 0.9% of Cassia Capital Partners's portfolio in Q2 2026, its #23 holding.
Cassia Capital Partners first reported a position in Broadcom in Q3 2021 and has held it in 8 quarters since.
Cassia Capital Partners's Broadcom position peaked at $2.76M in Q3 2021.
4,844 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Cassia Capital Partners's 13F filing for Q2 2026, filed 30 Jul 2026.