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CGC Financial Services’s Broadcom AVGO Stock Holding History

CGC Financial Services’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 		$132K Sell
349
-198
-36% -$79.4K 0.03% 85
2026
Q1 		$169K Sell
547
-39
-7% -$12.8K 0.05% 70
2025
Q4 		$203K Sell
586
-142
-20% -$50.8K 0.05% 65
2025
Q3 		$240K Hold
728
– – 0.07% 55
2025
Q2 		$201K Hold
728
– – 0.07% 60
2025
Q1 		$122K Sell
728
-122
-14% -$25.8K 0.05% 69
2024
Q4 		$197K Hold
850
– – 0.08% 54
2024
Q3 		$147K Hold
850
– – 0.06% 62
2024
Q2 		$136K Buy
850
+100
+13% +$14K 0.06% 59
2024
Q1 		$99.4K Hold
750
– – 0.05% 72
2023
Q4 		$83.7K Buy
+750
New +$71K 0.04% 84

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

CGC Financial Services's AVGO Position: Q2 2026 in Review

CGC Financial Services reduced its Broadcom (AVGO) stake by 36% in Q2 2026, selling an estimated $79.4K and leaving 349 shares worth $132K. The position accounts for 0.03% of the portfolio, ranked #85.

CGC Financial Services first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. The position peaked at $240K in Q3 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • CGC Financial Services held 349 shares of Broadcom worth $132K as of Q2 2026.
  • CGC Financial Services sold 198 Broadcom shares in Q2 2026, an estimated $79.4K.
  • Broadcom made up 0.03% of CGC Financial Services's portfolio in Q2 2026, its #85 holding.
  • CGC Financial Services first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • CGC Financial Services's Broadcom position peaked at $240K in Q3 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.