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Cove Private Wealth’s Broadcom AVGO Stock Holding History

Cove Private Wealth’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 		$10.5M Sell
27,831
-14
-0.1% -$5.61K 2.03% 11
2026
Q1 		$8.62M Buy
27,845
+1,117
+4% +$368K 1.96% 9
2025
Q4 		$9.25M Sell
26,728
-43
-0.2% -$15.4K 2.75% 8
2025
Q3 		$8.83M Buy
26,771
+10
+0% +$3.07K 2.8% 8
2025
Q2 		$7.38M Buy
26,761
+3,121
+13% +$678K 2.6% 7
2025
Q1 		$3.96M Buy
23,640
+140
+0.6% +$29.6K 2.08% 9
2024
Q4 		$5.45M Hold
23,500
– – 3.27% 5
2024
Q3 		$4.05M Hold
23,500
– – 3.15% 5
2024
Q2 		$3.77M Hold
23,500
– – 3.02% 5
2024
Q1 		$3.11M Hold
23,500
– – 2.66% 6
2023
Q4 		$2.62M Buy
+23,500
New +$2.23M 2.49% 9

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

Cove Private Wealth's AVGO Position: Q2 2026 in Review

Cove Private Wealth reduced its Broadcom (AVGO) stake by 0.05% in Q2 2026, selling an estimated $5.61K and leaving 27,831 shares worth $10.5M. The position accounts for 2.03% of the portfolio, ranked #11.

Cove Private Wealth first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 4,842 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Cove Private Wealth held 27,831 shares of Broadcom worth $10.5M as of Q2 2026.
  • Cove Private Wealth sold 14 Broadcom shares in Q2 2026, an estimated $5.61K.
  • Broadcom made up 2.03% of Cove Private Wealth's portfolio in Q2 2026, its #11 holding.
  • Cove Private Wealth first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • 4,842 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Cove Private Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.