Curtis Advisory Group’s Broadcom AVGO Stock Holding History

Curtis Advisory Group’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	$3.49M	Buy	9,243 +75	+0.8%	+$30.1K	0.68%	35
2026 Q1	$2.84M	Buy	9,168 +70	+0.8%	+$23K	0.61%	37
2025 Q4	$3.15M	Buy	9,098 +4,922	+118%	+$1.76M	0.66%	34
2025 Q3	$1.38M	Buy	4,176 +1,676	+67%	+$514K	0.31%	46
2025 Q2	$689K	Buy	+2,500	New	+$543K	0.17%	60

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Curtis Advisory Group's AVGO Position: Q2 2026 in Review

Curtis Advisory Group increased its Broadcom (AVGO) stake by 0.82% in Q2 2026, buying an estimated $30.1K and bringing the position to 9,243 shares worth $3.49M. The position accounts for 0.68% of the portfolio, ranked #35.

Curtis Advisory Group first reported a position in AVGO in Q2 2025 and has held it in 5 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Curtis Advisory Group held 9,243 shares of Broadcom worth $3.49M as of Q2 2026.
Curtis Advisory Group bought 75 Broadcom shares in Q2 2026, an estimated $30.1K.
Broadcom made up 0.68% of Curtis Advisory Group's portfolio in Q2 2026, its #35 holding.
Curtis Advisory Group first reported a position in Broadcom in Q2 2025 and has held it in 5 quarters since.
4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Curtis Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.