CPWM
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Cypress Point Wealth Management’s Broadcom AVGO Stock Holding History

Cypress Point Wealth Management’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 		$1.75M Buy
4,622
+1,512
+49% +$606K 0.36% 43
2026
Q1 		$963K Buy
+3,110
New +$1.02M 0.21% 50
2024
Q4 		– Sell
-1,747
Closed -$301K – 70
2024
Q3 		$301K Buy
1,747
+137
+9% +$22K 0.12% 68
2024
Q2 		$258K Buy
+1,610
New +$226K 0.12% 67

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

Cypress Point Wealth Management's AVGO Position: Q2 2026 in Review

Cypress Point Wealth Management increased its Broadcom (AVGO) stake by 49% in Q2 2026, buying an estimated $606K and bringing the position to 4,622 shares worth $1.75M. The position accounts for 0.36% of the portfolio, ranked #43.

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

  • Cypress Point Wealth Management held 4,622 shares of Broadcom worth $1.75M as of Q2 2026.
  • Cypress Point Wealth Management bought 1,512 Broadcom shares in Q2 2026, an estimated $606K.
  • Broadcom made up 0.36% of Cypress Point Wealth Management's portfolio in Q2 2026, its #43 holding.
  • Cypress Point Wealth Management first reported a position in Broadcom in Q2 2024 and has held it in 4 quarters since.
  • 4,828 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Cypress Point Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.