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Cyndeo Wealth Partners’s Broadcom AVGO Stock Holding History

Cyndeo 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 		$64.5M Buy
170,727
+733
+0.4% +$294K 3.04% 3
2026
Q1 		$52.6M Sell
169,994
-11,980
-7% -$3.94M 2.77% 4
2025
Q4 		$63M Buy
181,974
+2,209
+1% +$790K 3.4% 2
2025
Q3 		$59.3M Sell
179,765
-8,474
-5% -$2.6M 3.3% 2
2025
Q2 		$51.9M Sell
188,239
-2,804
-1% -$609K 3.08% 2
2025
Q1 		$32M Buy
191,043
+54,241
+40% +$11.5M 2.1% 4
2024
Q4 		$31.7M Sell
136,802
-750
-0.5% -$139K 2.14% 4
2024
Q3 		$23.7M Sell
137,552
-10,318
-7% -$1.65M 1.66% 6
2024
Q2 		$23.7M Sell
147,870
-10,640
-7% -$1.49M 1.86% 6
2024
Q1 		$21M Buy
158,510
+3,760
+2% +$466K 1.75% 7
2023
Q4 		$17.3M Sell
154,750
-1,570
-1% -$149K 1.6% 8
2023
Q3 		$13M Buy
156,320
+1,520
+1% +$132K 1.35% 15
2023
Q2 		$13.4M Sell
154,800
-17,160
-10% -$1.22M 1.4% 16
2023
Q1 		$11M Buy
171,960
+3,890
+2% +$234K 1.19% 15
2022
Q4 		$9.4M Buy
+168,070
New +$8.43M 1.1% 14

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

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

Cyndeo Wealth Partners increased its Broadcom (AVGO) stake by 0.43% in Q2 2026, buying an estimated $294K and bringing the position to 170,727 shares worth $64.5M. The position accounts for 3.04% of the portfolio, ranked #3.

Cyndeo Wealth Partners first reported a position in AVGO in Q4 2022 and has held it in 15 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Cyndeo Wealth Partners held 170,727 shares of Broadcom worth $64.5M as of Q2 2026.
  • Cyndeo Wealth Partners bought 733 Broadcom shares in Q2 2026, an estimated $294K.
  • Broadcom made up 3.04% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #3 holding.
  • Cyndeo Wealth Partners first reported a position in Broadcom in Q4 2022 and has held it in 15 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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