Darwin Wealth Management’s Broadcom AVGO Stock Holding History

Darwin 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	$3.28M	Buy	8,691 +33	+0.4%	+$13.2K	0.9%	37
2026 Q1	$2.68M	Buy	8,658 +1,140	+15%	+$375K	0.83%	37
2025 Q4	$2.6M	Sell	7,518 -1,438	-16%	-$514K	0.81%	35
2025 Q3	$2.95M	Sell	8,956 -97	-1%	-$29.8K	0.94%	31
2025 Q2	$2.5M	Sell	9,053 -3,609	-29%	-$784K	0.86%	32
2025 Q1	$2.94M	Hold	12,662	–	–	0.99%	32
2024 Q4	$2.94M	Sell	12,662 -3,221	-20%	-$596K	0.99%	32
2024 Q3	$2.74M	Sell	15,883 -557	-3%	-$89.3K	0.75%	42
2024 Q2	$2.64M	Sell	16,440 -630	-4%	-$88.3K	1.31%	24
2024 Q1	$2.26M	Buy	17,070 +13,550	+385%	+$1.68M	0.63%	48
2023 Q4	$393K	Sell	3,520 -630	-15%	-$59.7K	0.11%	103
2023 Q3	$345K	Buy	4,150 +90	+2%	+$7.8K	0.09%	109
2023 Q2	$358K	Buy	4,060 +630	+18%	+$44.9K	0.09%	106
2023 Q1	$215K	Sell	3,430 -440	-11%	-$26.5K	0.06%	147
2022 Q4	$224K	Sell	3,870 -10,290	-73%	-$516K	0.06%	153
2022 Q3	$617K	Sell	14,160 -2,050	-13%	-$105K	0.15%	95
2022 Q2	$861K	Sell	16,210 -5,670	-26%	-$318K	0.17%	92
2022 Q1	$1.38M	Sell	21,880 -1,640	-7%	-$97.4K	0.23%	76
2021 Q4	$1.29M	Sell	23,520 -6,770	-22%	-$381K	0.2%	79
2021 Q3	$1.47M	Buy	+30,290	New	+$1.47M	0.23%	69
2020 Q2	–	Sell	-1,870	Closed	-$44K	–	198
2020 Q1	$44K	Buy	+1,870	New	+$52.7K	0.01%	258

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

Darwin Wealth Management's AVGO Position: Q2 2026 in Review

Darwin Wealth Management increased its Broadcom (AVGO) stake by 0.38% in Q2 2026, buying an estimated $13.2K and bringing the position to 8,691 shares worth $3.28M. The position accounts for 0.9% of the portfolio, ranked #37.

Darwin Wealth Management first reported a position in AVGO in Q1 2020 and has held it in 21 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Darwin Wealth Management held 8,691 shares of Broadcom worth $3.28M as of Q2 2026.
Darwin Wealth Management bought 33 Broadcom shares in Q2 2026, an estimated $13.2K.
Broadcom made up 0.9% of Darwin Wealth Management's portfolio in Q2 2026, its #37 holding.
Darwin Wealth Management first reported a position in Broadcom in Q1 2020 and has held it in 21 quarters since.
4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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