CW
AVGO icon

Curio Wealth’s Broadcom AVGO Stock Holding History

Curio 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 		$356K Buy
943
+892
+1,749% +$358K 0.11% 64
2026
Q1 		$15.8K Buy
51
+11
+28% +$3.62K 0.01% 193
2025
Q4 		$14K Hold
40
– – 0.01% 217
2025
Q3 		$13.2K Hold
40
– – 0.01% 176
2025
Q2 		$11K Buy
40
+39
+3,900% +$8.47K ﹤0.01% 200
2025
Q1 		$9.27K Sell
1
-39
-98% -$8.25K ﹤0.01% 234
2024
Q4 		$9.27K Buy
+40
New +$7.4K 0.01% 221

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

Curio Wealth's AVGO Position: Q2 2026 in Review

Curio Wealth increased its Broadcom (AVGO) stake by 1,749% in Q2 2026, buying an estimated $358K and bringing the position to 943 shares worth $356K. The position accounts for 0.11% of the portfolio, ranked #64.

Curio Wealth first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 4,828 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Curio Wealth held 943 shares of Broadcom worth $356K as of Q2 2026.
  • Curio Wealth bought 892 Broadcom shares in Q2 2026, an estimated $358K.
  • Broadcom made up 0.11% of Curio Wealth's portfolio in Q2 2026, its #64 holding.
  • Curio Wealth first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • 4,828 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.