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Crux Wealth Advisors’s Broadcom AVGO Stock Holding History

Crux Wealth Advisors’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 		$2.41M Buy
6,385
+9
+0.1% +$3.61K 0.84% 35
2026
Q1 		$1.97M Sell
6,376
-501
-7% -$165K 0.76% 40
2025
Q4 		$2.38M Sell
6,877
-269
-4% -$96.2K 0.89% 33
2025
Q3 		$2.36M Buy
7,146
+64
+0.9% +$19.6K 0.93% 31
2025
Q2 		$1.95M Sell
7,082
-5,472
-44% -$1.19M 0.83% 34
2025
Q1 		$2.1M Sell
12,554
-3,798
-23% -$804K 1.09% 27
2024
Q4 		$3.79M Buy
+16,352
New +$3.02M 2.11% 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

Crux Wealth Advisors's AVGO Position: Q2 2026 in Review

Crux Wealth Advisors increased its Broadcom (AVGO) stake by 0.14% in Q2 2026, buying an estimated $3.61K and bringing the position to 6,385 shares worth $2.41M. The position accounts for 0.84% of the portfolio, ranked #35.

Crux Wealth Advisors first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.79M in Q4 2024. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Crux Wealth Advisors held 6,385 shares of Broadcom worth $2.41M as of Q2 2026.
  • Crux Wealth Advisors bought 9 Broadcom shares in Q2 2026, an estimated $3.61K.
  • Broadcom made up 0.84% of Crux Wealth Advisors's portfolio in Q2 2026, its #35 holding.
  • Crux Wealth Advisors first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • Crux Wealth Advisors's Broadcom position peaked at $3.79M in Q4 2024.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.