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Copia Wealth Management’s Broadcom AVGO Stock Holding History

Copia 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 		$87.1K Buy
230
+6
+3% +$2.41K 0.05% 159
2026
Q1 		$69.4K Sell
224
-85
-28% -$28K 0.05% 167
2025
Q4 		$107K Sell
309
-189
-38% -$67.6K 0.08% 139
2025
Q3 		$164K Sell
498
-120
-19% -$36.8K 0.12% 108
2025
Q2 		$170K Sell
618
-84
-12% -$18.2K 0.14% 97
2025
Q1 		$118K Sell
702
-133
-16% -$28.1K 0.11% 112
2024
Q4 		$194K Buy
+835
New +$154K 0.18% 82

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

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

Copia Wealth Management increased its Broadcom (AVGO) stake by 2.7% in Q2 2026, buying an estimated $2.41K and bringing the position to 230 shares worth $87.1K. The position accounts for 0.05% of the portfolio, ranked #159.

Copia Wealth Management first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. The position peaked at $194K in Q4 2024. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Copia Wealth Management held 230 shares of Broadcom worth $87.1K as of Q2 2026.
  • Copia Wealth Management bought 6 Broadcom shares in Q2 2026, an estimated $2.41K.
  • Broadcom made up 0.05% of Copia Wealth Management's portfolio in Q2 2026, its #159 holding.
  • Copia Wealth Management first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • Copia Wealth Management's Broadcom position peaked at $194K in Q4 2024.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.