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Castle Wealth Management’s Broadcom AVGO Stock Holding History

Castle 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 		$3.29M Sell
8,701
-610
-7% -$245K 0.97% 34
2026
Q1 		$2.88M Buy
9,311
+361
+4% +$119K 0.93% 35
2025
Q4 		$3.1M Sell
8,950
-625
-7% -$224K 1.03% 31
2025
Q3 		$3.16M Sell
9,575
-1,355
-12% -$416K 1.07% 30
2025
Q2 		$3.01M Buy
10,930
+96
+0.9% +$20.8K 1.09% 29
2025
Q1 		$1.81M Buy
10,834
+599
+6% +$127K 0.71% 38
2024
Q4 		$2.37M Sell
10,235
-268
-3% -$49.6K 0.93% 32
2024
Q3 		$1.81M Buy
10,503
+1,863
+22% +$299K 0.72% 37
2024
Q2 		$1.39M Buy
8,640
+520
+6% +$72.9K 0.66% 41
2024
Q1 		$1.08M Sell
8,120
-1,550
-16% -$192K 0.56% 46
2023
Q4 		$1.08M Buy
9,670
+420
+5% +$39.8K 0.65% 43
2023
Q3 		$768K Buy
9,250
+1,870
+25% +$162K 0.55% 47
2023
Q2 		$640K Buy
7,380
+120
+2% +$8.56K 0.45% 53
2023
Q1 		$466K Buy
+7,260
New +$437K 0.36% 63
2022
Q4 		– Sell
-370
Closed -$16K – 144
2022
Q3 		$16K Buy
370
+200
+118% +$10.2K 0.01% 356
2022
Q2 		$8K Buy
+170
New +$9.54K ﹤0.01% 429

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 Wealth Management's AVGO Position: Q2 2026 in Review

Castle Wealth Management reduced its Broadcom (AVGO) stake by 6.6% in Q2 2026, selling an estimated $245K and leaving 8,701 shares worth $3.29M. The position accounts for 0.97% of the portfolio, ranked #34.

Castle Wealth Management first reported a position in AVGO in Q2 2022 and has held it in 16 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Castle Wealth Management held 8,701 shares of Broadcom worth $3.29M as of Q2 2026.
  • Castle Wealth Management sold 610 Broadcom shares in Q2 2026, an estimated $245K.
  • Broadcom made up 0.97% of Castle Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Castle Wealth Management first reported a position in Broadcom in Q2 2022 and has held it in 16 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Castle Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.