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Cedar Wealth Management’s Broadcom AVGO Stock Holding History

Cedar 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 		$694K Buy
1,836
+36
+2% +$14.4K 0.18% 51
2026
Q1 		$557K Hold
1,800
– – 0.16% 51
2025
Q4 		$623K Hold
1,800
– – 0.19% 47
2025
Q3 		$594K Sell
1,800
-1,020
-36% -$313K 0.18% 43
2025
Q2 		$777K Hold
2,820
– – 0.26% 36
2025
Q1 		$472K Buy
2,820
+2,640
+1,467% +$559K 0.17% 50
2024
Q4 		$41.7K Sell
180
-60
-25% -$11.1K 0.02% 110
2024
Q3 		$41.4K Hold
240
– – 0.01% 161
2024
Q2 		$38.5K Sell
240
-310
-56% -$43.4K 0.01% 171
2024
Q1 		$72.9K Buy
550
+60
+12% +$7.43K 0.02% 146
2023
Q4 		$54.7K Buy
+490
New +$46.4K 0.02% 153
2022
Q2 		– Sell
-250
Closed -$16K – 343
2022
Q1 		$16K Buy
+250
New +$14.8K 0.01% 266
2018
Q3 		– Sell
-390
Closed -$9K – 178
2018
Q2 		$9K Buy
+390
New +$9.56K 0.01% 126

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

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

Cedar Wealth Management increased its Broadcom (AVGO) stake by 2% in Q2 2026, buying an estimated $14.4K and bringing the position to 1,836 shares worth $694K. The position accounts for 0.18% of the portfolio, ranked #51.

Cedar Wealth Management first reported a position in AVGO in Q2 2018 and has held it in 13 quarters since. The position peaked at $777K in Q2 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Cedar Wealth Management held 1,836 shares of Broadcom worth $694K as of Q2 2026.
  • Cedar Wealth Management bought 36 Broadcom shares in Q2 2026, an estimated $14.4K.
  • Broadcom made up 0.18% of Cedar Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Cedar Wealth Management first reported a position in Broadcom in Q2 2018 and has held it in 13 quarters since.
  • Cedar Wealth Management's Broadcom position peaked at $777K in Q2 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Cedar Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.