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AVGO icon

CreativeOne Wealth’s Broadcom AVGO Stock Holding History

CreativeOne 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 		$43.7M Buy
115,556
+759
+0.7% +$304K 0.94% 23
2026
Q1 		$35.5M Buy
114,797
+4,078
+4% +$1.34M 0.83% 23
2025
Q4 		$38.3M Sell
110,719
-1,823
-2% -$652K 0.93% 23
2025
Q3 		$37.1M Sell
112,542
-3,662
-3% -$1.12M 0.91% 22
2025
Q2 		$32M Buy
116,204
+5,664
+5% +$1.23M 0.84% 23
2025
Q1 		$18.5M Buy
110,540
+4,260
+4% +$902K 0.55% 37
2024
Q4 		$24.6M Sell
106,280
-2,065
-2% -$382K 0.76% 27
2024
Q3 		$18.7M Sell
108,345
-16,145
-13% -$2.59M 0.64% 31
2024
Q2 		$20M Buy
124,490
+59,520
+92% +$8.34M 1.01% 19
2024
Q1 		$8.61M Buy
64,970
+27,880
+75% +$3.45M 0.34% 59
2023
Q4 		$4.14M Buy
37,090
+1,060
+3% +$100K 0.27% 82
2023
Q3 		$2.99M Sell
36,030
-26,000
-42% -$2.25M 0.22% 96
2023
Q2 		$5.38M Sell
62,030
-19,720
-24% -$1.41M 0.25% 73
2023
Q1 		$5.24M Sell
81,750
-1,840
-2% -$111K 0.26% 77
2022
Q4 		$4.67M Buy
83,590
+3,570
+4% +$179K 0.26% 82
2022
Q3 		$3.55M Buy
80,020
+10,990
+16% +$561K 0.21% 88
2022
Q2 		$3.35M Buy
69,030
+14,120
+26% +$793K 0.18% 91
2022
Q1 		$3.46M Buy
54,910
+8,810
+19% +$523K 0.18% 95
2021
Q4 		$3.07M Buy
46,100
+4,100
+10% +$230K 0.15% 106
2021
Q3 		$2.04M Buy
42,000
+3,050
+8% +$148K 0.12% 144
2021
Q2 		$1.86M Buy
38,950
+8,720
+29% +$404K 0.11% 159
2021
Q1 		$1.4M Buy
30,230
+2,450
+9% +$113K 0.11% 163
2020
Q4 		$1.22M Buy
27,780
+8,540
+44% +$333K 0.1% 157
2020
Q3 		$701K Buy
19,240
+1,510
+9% +$50.6K 0.1% 126
2020
Q2 		$559K Buy
17,730
+3,210
+22% +$89.8K 0.09% 121
2020
Q1 		$344K Buy
14,520
+5,580
+62% +$157K 0.07% 140
2019
Q4 		$283K Buy
+8,940
New +$271K 0.05% 170

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

CreativeOne Wealth's AVGO Position: Q2 2026 in Review

CreativeOne Wealth increased its Broadcom (AVGO) stake by 0.66% in Q2 2026, buying an estimated $304K and bringing the position to 115,556 shares worth $43.7M. The position accounts for 0.94% of the portfolio, ranked #23.

CreativeOne Wealth first reported a position in AVGO in Q4 2019 and has held it in 27 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • CreativeOne Wealth held 115,556 shares of Broadcom worth $43.7M as of Q2 2026.
  • CreativeOne Wealth bought 759 Broadcom shares in Q2 2026, an estimated $304K.
  • Broadcom made up 0.94% of CreativeOne Wealth's portfolio in Q2 2026, its #23 holding.
  • CreativeOne Wealth first reported a position in Broadcom in Q4 2019 and has held it in 27 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.