Chokshi & Queen Wealth Advisors’s Broadcom AVGO Stock Holding History

Chokshi & Queen Wealth Advisors’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	$1.7M	Sell	4,498 -4,385	-49%	-$1.76M	0.79%	17
2026 Q1	$2.75M	Sell	8,883 -605	-6%	-$199K	1.47%	12
2025 Q4	$3.28M	Buy	9,488 +3,943	+71%	+$1.41M	1.72%	11
2025 Q3	$1.83M	Buy	5,545 +3,690	+199%	+$1.13M	0.97%	16
2025 Q2	$511K	Sell	1,855 -1,350	-42%	-$293K	0.29%	33
2025 Q1	$537K	Sell	3,205 -10,500	-77%	-$2.22M	0.33%	31
2024 Q4	$3.18M	Buy	+13,705	New	+$2.53M	1.97%	10

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Chokshi & Queen Wealth Advisors's AVGO Position: Q2 2026 in Review

Chokshi & Queen Wealth Advisors reduced its Broadcom (AVGO) stake by 49% in Q2 2026, selling an estimated $1.76M and leaving 4,498 shares worth $1.7M. The position accounts for 0.79% of the portfolio, ranked #17.

Chokshi & Queen Wealth Advisors first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.28M in Q4 2025. 4,838 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Chokshi & Queen Wealth Advisors held 4,498 shares of Broadcom worth $1.7M as of Q2 2026.
Chokshi & Queen Wealth Advisors sold 4,385 Broadcom shares in Q2 2026, an estimated $1.76M.
Broadcom made up 0.79% of Chokshi & Queen Wealth Advisors's portfolio in Q2 2026, its #17 holding.
Chokshi & Queen Wealth Advisors first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
Chokshi & Queen Wealth Advisors's Broadcom position peaked at $3.28M in Q4 2025.
4,838 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.