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Consilium Wealth Advisory’s Broadcom AVGO Stock Holding History

Consilium Wealth Advisory’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 		$4.8M Sell
12,713
-1,543
-11% -$619K 1.43% 18
2026
Q1 		$4.41M Buy
14,256
+1,906
+15% +$627K 1.51% 20
2025
Q4 		$4.27M Sell
12,350
-40
-0.3% -$14.3K 1.58% 19
2025
Q3 		$4.09M Sell
12,390
-539
-4% -$165K 1.58% 20
2025
Q2 		$3.56M Buy
12,929
+497
+4% +$108K 1.5% 17
2025
Q1 		$2.08M Sell
12,432
-4,800
-28% -$1.02M 1.04% 25
2024
Q4 		$4M Sell
17,232
-63
-0.4% -$11.7K 1.91% 18
2024
Q3 		$2.98M Buy
17,295
+1,245
+8% +$200K 1.63% 19
2024
Q2 		$2.58M Sell
16,050
-520
-3% -$72.9K 1.41% 21
2024
Q1 		$2.2M Buy
16,570
+7,550
+84% +$935K 1.24% 21
2023
Q4 		$1.01M Buy
9,020
+4,330
+92% +$410K 0.61% 30
2023
Q3 		$390K Buy
4,690
+490
+12% +$42.5K 0.27% 59
2023
Q2 		$364K Buy
+4,200
New +$300K 0.25% 63

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

Consilium Wealth Advisory's AVGO Position: Q2 2026 in Review

Consilium Wealth Advisory reduced its Broadcom (AVGO) stake by 11% in Q2 2026, selling an estimated $619K and leaving 12,713 shares worth $4.8M. The position accounts for 1.43% of the portfolio, ranked #18.

Consilium Wealth Advisory first reported a position in AVGO in Q2 2023 and has held it in 13 quarters since. 4,849 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Consilium Wealth Advisory held 12,713 shares of Broadcom worth $4.8M as of Q2 2026.
  • Consilium Wealth Advisory sold 1,543 Broadcom shares in Q2 2026, an estimated $619K.
  • Broadcom made up 1.43% of Consilium Wealth Advisory's portfolio in Q2 2026, its #18 holding.
  • Consilium Wealth Advisory first reported a position in Broadcom in Q2 2023 and has held it in 13 quarters since.
  • 4,849 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Consilium Wealth Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.