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Castle Rock Wealth Management’s Broadcom AVGO Stock Holding History

Castle Rock 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 		$6.76M Buy
18,293
+625
+4% +$251K 1.33% 14
2026
Q1 		$5.56M Sell
17,668
-327
-2% -$108K 1.2% 14
2025
Q4 		$5.59M Sell
17,995
-246
-1% -$88K 1.21% 16
2025
Q3 		$6.23M Buy
18,241
+82
+0.5% +$25.2K 1.38% 14
2025
Q2 		$5.24M Sell
18,159
-5,405
-23% -$1.17M 1.22% 15
2025
Q1 		$3.95M Sell
23,564
-11,740
-33% -$2.48M 1.07% 17
2024
Q4 		$8.23M Sell
35,304
-4,528
-11% -$837K 1.96% 12
2024
Q3 		$7.08M Buy
39,832
+8,032
+25% +$1.29M 1.69% 13
2024
Q2 		$5.22M Buy
31,800
+8,910
+39% +$1.25M 1.3% 15
2024
Q1 		$2.84M Buy
22,890
+4,660
+26% +$577K 0.78% 24
2023
Q4 		$1.9M Buy
18,230
+1,160
+7% +$110K 0.58% 41
2023
Q3 		$1.43M Buy
17,070
+1,640
+11% +$142K 0.48% 50
2023
Q2 		$1.33M Buy
15,430
+4,930
+47% +$352K 0.45% 53
2023
Q1 		$650K Buy
10,500
+120
+1% +$7.22K 0.23% 100
2022
Q4 		$621K Buy
10,380
+390
+4% +$19.6K 0.28% 102
2022
Q3 		$430K Buy
9,990
+70
+0.7% +$3.58K 0.22% 119
2022
Q2 		$495K Buy
9,920
+70
+0.7% +$3.93K 0.25% 113
2022
Q1 		$589K Sell
9,850
-16,000
-62% -$950K 0.27% 111
2021
Q4 		$1.38M Sell
25,850
-670
-3% -$37.7K 0.56% 53
2021
Q3 		$1.48M Buy
26,520
+1,950
+8% +$94.8K 0.51% 61
2021
Q2 		$1.19M Buy
24,570
+3,640
+17% +$169K 0.43% 70
2021
Q1 		$952K Buy
20,930
+1,510
+8% +$69.8K 0.38% 98
2020
Q4 		$903K Sell
19,420
-470
-2% -$18.3K 0.38% 89
2020
Q3 		$740K Buy
19,890
+8,520
+75% +$285K 0.49% 74
2020
Q2 		$373K Buy
+11,370
New +$318K 0.22% 139
2020
Q1 		– Sell
-20,370
Closed -$652K – 131
2019
Q4 		$652K Buy
20,370
+1,990
+11% +$60.4K 0.59% 68
2019
Q3 		$575K Buy
+18,380
New +$523K 0.6% 62

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

Castle Rock Wealth Management's AVGO Position: Q2 2026 in Review

Castle Rock Wealth Management increased its Broadcom (AVGO) stake by 3.5% in Q2 2026, buying an estimated $251K and bringing the position to 18,293 shares worth $6.76M. The position accounts for 1.33% of the portfolio, ranked #14.

Castle Rock Wealth Management first reported a position in AVGO in Q3 2019 and has held it in 27 quarters since. The position peaked at $8.23M in Q4 2024. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Castle Rock Wealth Management held 18,293 shares of Broadcom worth $6.76M as of Q2 2026.
  • Castle Rock Wealth Management bought 625 Broadcom shares in Q2 2026, an estimated $251K.
  • Broadcom made up 1.33% of Castle Rock Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Castle Rock Wealth Management first reported a position in Broadcom in Q3 2019 and has held it in 27 quarters since.
  • Castle Rock Wealth Management's Broadcom position peaked at $8.23M in Q4 2024.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Castle Rock Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.