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Centric Wealth Management’s Broadcom AVGO Stock Holding History

Centric 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 		$2.74M Hold
6,582
– – 0.43% 69
2026
Q1 		$2.74M Buy
6,582
+294
+5% +$96.7K 0.55% 67
2025
Q4 		$2.08M Hold
6,288
– – 0.44% 69
2025
Q3 		$2.32M Buy
6,288
+189
+3% +$58K 0.52% 68
2025
Q2 		$1.86M Sell
6,099
-120
-2% -$26.1K 0.44% 70
2025
Q1 		$1.04M Buy
6,219
+200
+3% +$42.3K 0.27% 84
2024
Q4 		$1.4M Hold
6,019
– – 0.38% 77
2024
Q3 		$1.08M Sell
6,019
-54,171
-90% -$8.68M 0.29% 81
2024
Q2 		$913K Buy
60,190
+54,200
+905% +$7.6M 0.26% 74
2024
Q1 		$779K Buy
5,990
+200
+3% +$24.8K 0.25% 78
2023
Q4 		$720K Buy
5,790
+90
+2% +$8.52K 0.24% 80
2023
Q3 		$474K Hold
5,700
– – 0.2% 74
2023
Q2 		$500K Sell
5,700
-190
-3% -$13.6K 0.2% 70
2023
Q1 		$378K Buy
5,890
+10
+0.2% +$602 0.16% 76
2022
Q4 		$329K Buy
5,880
+20
+0.3% +$1K 0.17% 76
2022
Q3 		$260K Sell
5,860
-10
-0.2% -$511 0.1% 103
2022
Q2 		$285K Sell
5,870
-170
-3% -$9.54K 0.1% 109
2022
Q1 		$380K Buy
6,040
+220
+4% +$13.1K 0.12% 110
2021
Q4 		$387K Buy
5,820
+90
+2% +$5.06K 0.13% 109
2021
Q3 		$278K Hold
5,730
– – 0.1% 124
2021
Q2 		$273K Sell
5,730
-230
-4% -$10.7K 0.09% 124
2021
Q1 		$276K Hold
5,960
– – 0.08% 175
2020
Q4 		$261K Buy
+5,960
New +$232K 0.08% 170

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

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

Centric Wealth Management held its Broadcom (AVGO) position steady in Q2 2026 at 6,582 shares worth $2.74M. The position accounts for 0.43% of the portfolio, ranked #69.

Centric Wealth Management first reported a position in AVGO in Q4 2020 and has held it in 23 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Centric Wealth Management held 6,582 shares of Broadcom worth $2.74M as of Q2 2026.
  • Centric Wealth Management left its Broadcom share count unchanged in Q2 2026.
  • Broadcom made up 0.43% of Centric Wealth Management's portfolio in Q2 2026, its #69 holding.
  • Centric Wealth Management first reported a position in Broadcom in Q4 2020 and has held it in 23 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Centric Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.