CWS
AVGO icon

Confluence Wealth Services’s Broadcom AVGO Stock Holding History

Confluence Wealth 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 		$19.6M Buy
51,864
+7,899
+18% +$3.17M 0.56% 34
2026
Q1 		$13.6M Buy
43,965
+918
+2% +$302K 0.53% 35
2025
Q4 		$14.9M Sell
43,047
-1,250
-3% -$447K 0.62% 30
2025
Q3 		$14.6M Sell
44,297
-867
-2% -$266K 0.72% 24
2025
Q2 		$12.4M Sell
45,164
-105
-0.2% -$22.8K 0.68% 24
2025
Q1 		$8.01M Buy
45,269
+4,119
+10% +$872K 0.5% 30
2024
Q4 		$9.89M Sell
41,150
-13
-0% -$2.4K 0.64% 23
2024
Q3 		$7.1M Buy
41,163
+443
+1% +$71K 0.52% 26
2024
Q2 		$6.54M Buy
40,720
+2,630
+7% +$369K 0.52% 26
2024
Q1 		$5.05M Sell
38,090
-1,130
-3% -$140K 0.45% 35
2023
Q4 		$4.38M Sell
39,220
-870
-2% -$82.4K 0.48% 30
2023
Q3 		$3.33M Buy
40,090
+3,000
+8% +$260K 0.66% 32
2023
Q2 		$3.22M Buy
37,090
+2,320
+7% +$165K 0.68% 30
2023
Q1 		$2.23M Buy
34,770
+7,840
+29% +$472K 0.52% 38
2022
Q4 		$1.51M Sell
26,930
-2,670
-9% -$134K 0.39% 57
2022
Q3 		$1.31M Sell
29,600
-2,730
-8% -$139K 0.56% 47
2022
Q2 		$1.76M Buy
32,330
+1,460
+5% +$81.9K 0.77% 32
2022
Q1 		$1.94M Buy
30,870
+4,270
+16% +$254K 0.7% 30
2021
Q4 		$1.77M Buy
+26,600
New +$1.5M 0.57% 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

Confluence Wealth Services's AVGO Position: Q2 2026 in Review

Confluence Wealth Services increased its Broadcom (AVGO) stake by 18% in Q2 2026, buying an estimated $3.17M and bringing the position to 51,864 shares worth $19.6M. The position accounts for 0.56% of the portfolio, ranked #34.

Confluence Wealth Services first reported a position in AVGO in Q4 2021 and has held it in 19 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Confluence Wealth Services held 51,864 shares of Broadcom worth $19.6M as of Q2 2026.
  • Confluence Wealth Services bought 7,899 Broadcom shares in Q2 2026, an estimated $3.17M.
  • Broadcom made up 0.56% of Confluence Wealth Services's portfolio in Q2 2026, its #34 holding.
  • Confluence Wealth Services first reported a position in Broadcom in Q4 2021 and has held it in 19 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.