CWM
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Cordatus Wealth Management’s Broadcom AVGO Stock Holding History

Cordatus 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 		$22.4M Sell
59,202
-657
-1% -$263K 4.91% 3
2026
Q1 		$18.5M Sell
59,859
-534
-0.9% -$176K 4.41% 3
2025
Q4 		$20.9M Sell
60,393
-854
-1% -$305K 4.83% 4
2025
Q3 		$20.2M Sell
61,247
-1,183
-2% -$363K 4.76% 4
2025
Q2 		$17.2M Sell
62,430
-81
-0.1% -$17.6K 4.23% 4
2025
Q1 		$10.5M Buy
62,511
+770
+1% +$163K 2.87% 5
2024
Q4 		$14.3M Buy
61,741
+1,081
+2% +$200K 3.78% 5
2024
Q3 		$10.5M Buy
60,660
+18,200
+43% +$2.92M 3.76% 4
2024
Q2 		$6.82M Buy
42,460
+280
+0.7% +$39.2K 2.56% 8
2024
Q1 		$5.59M Buy
42,180
+20
+0% +$2.48K 4.05% 6
2023
Q4 		$4.71M Sell
42,160
-860
-2% -$81.4K 3.9% 7
2023
Q3 		$3.57M Sell
43,020
-440
-1% -$38.1K 3.26% 9
2023
Q2 		$3.77M Buy
43,460
+39,670
+1,047% +$2.83M 1.42% 16
2023
Q1 		$243K Buy
+3,790
New +$228K 0.31% 54
2019
Q2 		– Sell
-140,710
Closed -$4.23M – 119
2019
Q1 		$4.23M Sell
140,710
-29,690
-17% -$805K 2.33% 8
2018
Q4 		$4.33M Buy
+170,400
New +$4.02M 3.09% 7

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

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

Cordatus Wealth Management reduced its Broadcom (AVGO) stake by 1.1% in Q2 2026, selling an estimated $263K and leaving 59,202 shares worth $22.4M. The position accounts for 4.91% of the portfolio, ranked #3.

Cordatus Wealth Management first reported a position in AVGO in Q4 2018 and has held it in 16 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Cordatus Wealth Management held 59,202 shares of Broadcom worth $22.4M as of Q2 2026.
  • Cordatus Wealth Management sold 657 Broadcom shares in Q2 2026, an estimated $263K.
  • Broadcom made up 4.91% of Cordatus Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Cordatus Wealth Management first reported a position in Broadcom in Q4 2018 and has held it in 16 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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