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Cherrydale Wealth Management’s Broadcom AVGO Stock Holding History

Cherrydale 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 		$1.4M Sell
3,716
-16
-0.4% -$6.42K 0.37% 27
2026
Q1 		$1.15M Sell
3,732
-68
-2% -$22.4K 0.36% 27
2025
Q4 		$1.32M Buy
3,800
+34
+0.9% +$12.2K 0.4% 28
2025
Q3 		$1.24M Buy
3,766
+12
+0.3% +$3.68K 0.39% 29
2025
Q2 		$1.03M Sell
3,754
-100
-3% -$21.7K 0.36% 29
2025
Q1 		$645K Sell
3,854
-310
-7% -$65.6K 0.26% 34
2024
Q4 		$965K Buy
4,164
+564
+16% +$104K 0.37% 26
2024
Q3 		$621K Buy
3,600
+60
+2% +$9.62K 0.25% 33
2024
Q2 		$568K Buy
3,540
+360
+11% +$50.5K 0.25% 32
2024
Q1 		$421K Buy
3,180
+640
+25% +$79.3K 0.2% 35
2023
Q4 		$283K Buy
2,540
+60
+2% +$5.68K 0.15% 40
2023
Q3 		$206K Buy
2,480
+10
+0.4% +$867 0.12% 44
2023
Q2 		$214K Buy
+2,470
New +$176K 0.15% 38

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

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

Cherrydale Wealth Management reduced its Broadcom (AVGO) stake by 0.43% in Q2 2026, selling an estimated $6.42K and leaving 3,716 shares worth $1.4M. The position accounts for 0.37% of the portfolio, ranked #27.

Cherrydale Wealth Management first reported a position in AVGO in Q2 2023 and has held it in 13 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Cherrydale Wealth Management held 3,716 shares of Broadcom worth $1.4M as of Q2 2026.
  • Cherrydale Wealth Management sold 16 Broadcom shares in Q2 2026, an estimated $6.42K.
  • Broadcom made up 0.37% of Cherrydale Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Cherrydale Wealth Management first reported a position in Broadcom in Q2 2023 and has held it in 13 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Cherrydale Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.