DWG
AVGO icon

Darden Wealth Group’s Broadcom AVGO Stock Holding History

Darden Wealth 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 		$8.09M Sell
21,421
-121
-0.6% -$48.5K 3.21% 6
2026
Q1 		$6.67M Sell
21,542
-667
-3% -$219K 3.4% 6
2025
Q4 		$7.69M Buy
22,209
+1,891
+9% +$676K 3.73% 6
2025
Q3 		$6.7M Buy
20,318
+1,059
+5% +$325K 3.5% 6
2025
Q2 		$5.31M Sell
19,259
-186
-1% -$40.4K 3.2% 6
2025
Q1 		$3.26M Sell
19,445
-2,580
-12% -$546K 2.52% 7
2024
Q4 		$5.11M Buy
22,025
+3,085
+16% +$571K 3.44% 6
2024
Q3 		$3.27M Buy
18,940
+850
+5% +$136K 2.34% 8
2024
Q2 		$2.9M Buy
18,090
+3,820
+27% +$535K 1.75% 8
2024
Q1 		$1.9M Buy
14,270
+6,060
+74% +$751K 1.49% 13
2023
Q4 		$916K Buy
+8,210
New +$777K 0.88% 27

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

Darden Wealth Group's AVGO Position: Q2 2026 in Review

Darden Wealth Group reduced its Broadcom (AVGO) stake by 0.56% in Q2 2026, selling an estimated $48.5K and leaving 21,421 shares worth $8.09M. The position accounts for 3.21% of the portfolio, ranked #6.

Darden Wealth Group first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 4,843 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Darden Wealth Group held 21,421 shares of Broadcom worth $8.09M as of Q2 2026.
  • Darden Wealth Group sold 121 Broadcom shares in Q2 2026, an estimated $48.5K.
  • Broadcom made up 3.21% of Darden Wealth Group's portfolio in Q2 2026, its #6 holding.
  • Darden Wealth Group first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • 4,843 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Darden Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.