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Cherry Tree Wealth Management’s Broadcom AVGO Stock Holding History

Cherry Tree 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 		$35.1K Sell
93
-40
-30% -$16K 0.01% 316
2026
Q1 		$41.2K Buy
133
+4
+3% +$1.32K 0.01% 287
2025
Q4 		$44.6K Buy
129
+40
+45% +$14.3K 0.01% 278
2025
Q3 		$29.4K Hold
89
– – 0.01% 302
2025
Q2 		$24.5K Sell
89
-131
-60% -$28.4K 0.01% 316
2025
Q1 		$36.8K Buy
220
+74
+51% +$15.7K 0.01% 278
2024
Q4 		$33.8K Buy
146
+11
+8% +$2.04K 0.01% 280
2024
Q3 		$23.3K Sell
135
-5
-4% -$802 0.01% 321
2024
Q2 		$21.7K Buy
140
+90
+180% +$12.6K 0.01% 319
2024
Q1 		$5.96K Hold
50
– – ﹤0.01% 424
2023
Q4 		$5.02K Hold
50
– – ﹤0.01% 430
2023
Q3 		$3.74K Hold
50
– – ﹤0.01% 438
2023
Q2 		$3.9K Buy
+50
New +$3.57K ﹤0.01% 433

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 $3.38T AUM 44.17% 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

Cherry Tree Wealth Management's AVGO Position: Q2 2026 in Review

Cherry Tree Wealth Management reduced its Broadcom (AVGO) stake by 30% in Q2 2026, selling an estimated $16K and leaving 93 shares worth $35.1K. The position accounts for 0.01% of the portfolio, ranked #316.

Cherry Tree Wealth Management first reported a position in AVGO in Q2 2023 and has held it in 13 quarters since. The position peaked at $44.6K in Q4 2025. 4,859 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Cherry Tree Wealth Management held 93 shares of Broadcom worth $35.1K as of Q2 2026.
  • Cherry Tree Wealth Management sold 40 Broadcom shares in Q2 2026, an estimated $16K.
  • Broadcom made up 0.01% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #316 holding.
  • Cherry Tree Wealth Management first reported a position in Broadcom in Q2 2023 and has held it in 13 quarters since.
  • Cherry Tree Wealth Management's Broadcom position peaked at $44.6K in Q4 2025.
  • 4,859 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.