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Curated Wealth Partners’s Broadcom AVGO Stock Holding History

Curated Wealth Partners’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 		$3.5M Sell
9,256
-577
-6% -$231K 0.41% 26
2026
Q1 		$3.04M Sell
9,833
-1,011
-9% -$333K 0.38% 22
2025
Q4 		$3.75M Buy
10,844
+3,729
+52% +$1.33M 0.41% 22
2025
Q3 		$2.35M Buy
7,115
+1,777
+33% +$545K 0.28% 24
2025
Q2 		$1.47M Buy
5,338
+1,398
+35% +$304K 0.17% 37
2025
Q1 		$660K Buy
3,940
+1,766
+81% +$374K 0.09% 76
2024
Q4 		$504K Sell
2,174
-868
-29% -$161K 0.06% 86
2024
Q3 		$525K Buy
3,042
+2
+0.1% +$321 0.07% 77
2024
Q2 		$488K Buy
+3,040
New +$426K 0.07% 79
2024
Q1 		– Sell
-3,020
Closed -$374K – 160
2023
Q4 		$337K Hold
3,020
– – 0.06% 104
2023
Q3 		$251K Sell
3,020
-90
-3% -$7.8K 0.05% 116
2023
Q2 		$270K Buy
+3,110
New +$222K 0.05% 108

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

Curated Wealth Partners's AVGO Position: Q2 2026 in Review

Curated Wealth Partners reduced its Broadcom (AVGO) stake by 5.9% in Q2 2026, selling an estimated $231K and leaving 9,256 shares worth $3.5M. The position accounts for 0.41% of the portfolio, ranked #26.

Curated Wealth Partners first reported a position in AVGO in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.75M in Q4 2025. 4,839 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Curated Wealth Partners held 9,256 shares of Broadcom worth $3.5M as of Q2 2026.
  • Curated Wealth Partners sold 577 Broadcom shares in Q2 2026, an estimated $231K.
  • Broadcom made up 0.41% of Curated Wealth Partners's portfolio in Q2 2026, its #26 holding.
  • Curated Wealth Partners first reported a position in Broadcom in Q2 2023 and has held it in 12 quarters since.
  • Curated Wealth Partners's Broadcom position peaked at $3.75M in Q4 2025.
  • 4,839 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.