Connecticut Wealth Management’s Broadcom AVGO Stock Holding History

Connecticut 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	$7.83M	Sell	20,734 -375	-2%	-$150K	0.29%	42
2026 Q1	$6.53M	Buy	21,109 +951	+5%	+$313K	0.27%	46
2025 Q4	$6.98M	Sell	20,158 -5,330	-21%	-$1.91M	0.3%	45
2025 Q3	$8.41M	Sell	25,488 -354	-1%	-$109K	0.37%	42
2025 Q2	$7.12M	Sell	25,842 -218	-0.8%	-$47.3K	0.34%	42
2025 Q1	$4.36M	Sell	26,060 -337	-1%	-$71.3K	0.23%	61
2024 Q4	$6.12M	Buy	26,397 +19	+0.1%	+$3.51K	0.3%	42
2024 Q3	$4.55M	Sell	26,378 -282	-1%	-$45.2K	0.22%	64
2024 Q2	$4.28M	Sell	26,660 -30	-0.1%	-$4.2K	0.22%	66
2024 Q1	$3.54M	Sell	26,690 -490	-2%	-$60.7K	0.19%	66
2023 Q4	$3.03M	Buy	27,180 +14,890	+121%	+$1.41M	0.17%	70
2023 Q3	$1.02M	Buy	12,290 +4,780	+64%	+$414K	0.07%	111
2023 Q2	$651K	Buy	+7,510	New	+$536K	0.05%	128

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

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

Connecticut Wealth Management reduced its Broadcom (AVGO) stake by 1.8% in Q2 2026, selling an estimated $150K and leaving 20,734 shares worth $7.83M. The position accounts for 0.29% of the portfolio, ranked #42.

Connecticut Wealth Management first reported a position in AVGO in Q2 2023 and has held it in 13 quarters since. The position peaked at $8.41M in Q3 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Connecticut Wealth Management held 20,734 shares of Broadcom worth $7.83M as of Q2 2026.
Connecticut Wealth Management sold 375 Broadcom shares in Q2 2026, an estimated $150K.
Broadcom made up 0.29% of Connecticut Wealth Management's portfolio in Q2 2026, its #42 holding.
Connecticut Wealth Management first reported a position in Broadcom in Q2 2023 and has held it in 13 quarters since.
Connecticut Wealth Management's Broadcom position peaked at $8.41M in Q3 2025.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.