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CCG Wealth Management’s Broadcom AVGO Stock Holding History

CCG 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 		$1.37M Buy
3,620
+234
+7% +$93.8K 0.32% 48
2026
Q1 		$1.05M Buy
3,386
+247
+8% +$81.3K 0.28% 53
2025
Q4 		$1.09M Buy
3,139
+6
+0.2% +$2.15K 0.47% 36
2025
Q3 		$1.03M Buy
3,133
+511
+19% +$157K 0.49% 34
2025
Q2 		$723K Buy
2,622
+120
+5% +$26.1K 0.38% 40
2025
Q1 		$419K Buy
2,502
+306
+14% +$64.8K 0.25% 49
2024
Q4 		$509K Sell
2,196
-162
-7% -$30K 0.28% 41
2024
Q3 		$407K Sell
2,358
-142
-6% -$22.8K 0.23% 49
2024
Q2 		$401K Buy
2,500
+400
+19% +$56.1K 0.23% 48
2024
Q1 		$278K Buy
2,100
+250
+14% +$31K 0.17% 55
2023
Q4 		$207K Sell
1,850
-600
-24% -$56.8K 0.14% 54
2023
Q3 		$203K Buy
+2,450
New +$212K 0.13% 58
2023
Q1 		– Sell
-4,540
Closed -$254K – 69
2022
Q4 		$254K Sell
4,540
-260
-5% -$13K 0.14% 79
2022
Q3 		$213K Buy
4,800
+130
+3% +$6.64K 0.13% 87
2022
Q2 		$227K Sell
4,670
-20
-0.4% -$1.12K 0.13% 91
2022
Q1 		$295K Sell
4,690
-110
-2% -$6.53K 0.14% 86
2021
Q4 		$319K Sell
4,800
-50
-1% -$2.81K 0.17% 56
2021
Q3 		$235K Buy
4,850
+140
+3% +$6.81K 0.14% 87
2021
Q2 		$225K Buy
4,710
+140
+3% +$6.49K 0.17% 68
2021
Q1 		$212K Hold
4,570
– – 0.21% 73
2020
Q4 		$200K Buy
+4,570
New +$178K 0.21% 78

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

CCG Wealth Management's AVGO Position: Q2 2026 in Review

CCG Wealth Management increased its Broadcom (AVGO) stake by 6.9% in Q2 2026, buying an estimated $93.8K and bringing the position to 3,620 shares worth $1.37M. The position accounts for 0.32% of the portfolio, ranked #48.

CCG Wealth Management first reported a position in AVGO in Q4 2020 and has held it in 21 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • CCG Wealth Management held 3,620 shares of Broadcom worth $1.37M as of Q2 2026.
  • CCG Wealth Management bought 234 Broadcom shares in Q2 2026, an estimated $93.8K.
  • Broadcom made up 0.32% of CCG Wealth Management's portfolio in Q2 2026, its #48 holding.
  • CCG Wealth Management first reported a position in Broadcom in Q4 2020 and has held it in 21 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on CCG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.