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Correct Capital Wealth Management’s Broadcom AVGO Stock Holding History

Correct Capital 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 		$3.03M Sell
8,024
-600
-7% -$241K 0.52% 24
2026
Q1 		$2.67M Buy
8,624
+141
+2% +$46.4K 0.5% 30
2025
Q4 		$2.94M Buy
8,483
+316
+4% +$113K 0.55% 26
2025
Q3 		$2.69M Sell
8,167
-510
-6% -$156K 0.44% 31
2025
Q2 		$2.39M Buy
8,677
+173
+2% +$37.6K 0.35% 27
2025
Q1 		$1.42M Sell
8,504
-322
-4% -$68.2K 0.23% 40
2024
Q4 		$2.05M Buy
8,826
+685
+8% +$127K 0.41% 26
2024
Q3 		$1.4M Buy
8,141
+2,321
+40% +$372K 0.31% 41
2024
Q2 		$935K Buy
5,820
+380
+7% +$53.3K 0.22% 52
2024
Q1 		$721K Buy
5,440
+610
+13% +$75.6K 0.17% 70
2023
Q4 		$539K Buy
+4,830
New +$457K 0.14% 75

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 $3.38T AUM 44.17% 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

Correct Capital Wealth Management's AVGO Position: Q2 2026 in Review

Correct Capital Wealth Management reduced its Broadcom (AVGO) stake by 7% in Q2 2026, selling an estimated $241K and leaving 8,024 shares worth $3.03M. The position accounts for 0.52% of the portfolio, ranked #24.

Correct Capital Wealth Management first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 4,859 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Correct Capital Wealth Management held 8,024 shares of Broadcom worth $3.03M as of Q2 2026.
  • Correct Capital Wealth Management sold 600 Broadcom shares in Q2 2026, an estimated $241K.
  • Broadcom made up 0.52% of Correct Capital Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Correct Capital Wealth Management first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • 4,859 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Correct Capital Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.