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Compass Wealth Management’s Broadcom AVGO Stock Holding History

Compass 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 		$29.7M Sell
78,541
-3,797
-5% -$1.52M 5.61% 1
2026
Q1 		$25.5M Sell
82,338
-8,173
-9% -$2.69M 6.3% 1
2025
Q4 		$31.3M Sell
90,511
-6,007
-6% -$2.15M 7.81% 1
2025
Q3 		$31.8M Sell
96,518
-14,296
-13% -$4.39M 7.11% 1
2025
Q2 		$30.5M Sell
110,814
-1,758
-2% -$382K 7.27% 1
2025
Q1 		$18.8M Sell
112,572
-15,560
-12% -$3.29M 4.81% 2
2024
Q4 		$29.7M Sell
128,132
-1,850
-1% -$342K 7.15% 1
2024
Q3 		$22.4M Sell
129,982
-9,278
-7% -$1.49M 5.28% 1
2024
Q2 		$22.4M Sell
139,260
-2,320
-2% -$325K 5.52% 1
2024
Q1 		$18.8M Sell
141,580
-11,130
-7% -$1.38M 4.7% 1
2023
Q4 		$17M Buy
152,710
+4,550
+3% +$431K 4.76% 1
2023
Q3 		$12.3M Sell
148,160
-13,360
-8% -$1.16M 3.86% 2
2023
Q2 		$14M Sell
161,520
-2,570
-2% -$183K 4.23% 2
2023
Q1 		$10.5M Sell
164,090
-13,180
-7% -$793K 3.35% 2
2022
Q4 		$9.91M Buy
+177,270
New +$8.89M 3.25% 2

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

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

Compass Wealth Management reduced its Broadcom (AVGO) stake by 4.6% in Q2 2026, selling an estimated $1.52M and leaving 78,541 shares worth $29.7M. The position accounts for 5.61% of the portfolio, ranked #1.

Compass Wealth Management first reported a position in AVGO in Q4 2022 and has held it in 15 quarters since. The position peaked at $31.8M in Q3 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Compass Wealth Management held 78,541 shares of Broadcom worth $29.7M as of Q2 2026.
  • Compass Wealth Management sold 3,797 Broadcom shares in Q2 2026, an estimated $1.52M.
  • Broadcom made up 5.61% of Compass Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Compass Wealth Management first reported a position in Broadcom in Q4 2022 and has held it in 15 quarters since.
  • Compass Wealth Management's Broadcom position peaked at $31.8M in Q3 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Compass Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.