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Defined Wealth Management’s Broadcom AVGO Stock Holding History

Defined 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 		$4.63M Buy
12,250
+55
+0.5% +$22.1K 2.38% 13
2026
Q1 		$3.77M Buy
12,195
+145
+1% +$47.7K 2.21% 14
2025
Q4 		$4.17M Buy
12,050
+27
+0.2% +$9.65K 2.4% 14
2025
Q3 		$3.97M Buy
12,023
+168
+1% +$51.5K 2.3% 14
2025
Q2 		$3.27M Buy
11,855
+98
+0.8% +$21.3K 2.02% 15
2025
Q1 		$1.97M Sell
11,757
-955
-8% -$202K 1.32% 24
2024
Q4 		$2.95M Buy
12,712
+47
+0.4% +$8.69K 1.95% 16
2024
Q3 		$2.18M Buy
12,665
+165
+1% +$26.5K 1.42% 22
2024
Q2 		$2.01M Buy
12,500
+110
+0.9% +$15.4K 1.4% 22
2024
Q1 		$1.64M Sell
12,390
-240
-2% -$29.7K 1.18% 25
2023
Q4 		$1.41M Sell
12,630
-70
-0.6% -$6.63K 1.08% 26
2023
Q3 		$1.05M Buy
12,700
+100
+0.8% +$8.67K 0.9% 33
2023
Q2 		$1.09M Buy
12,600
+20
+0.2% +$1.43K 0.92% 30
2023
Q1 		$807K Hold
12,580
– – 0.75% 36
2022
Q4 		$703K Hold
12,580
– – 0.66% 43
2022
Q3 		$559K Hold
12,580
– – 0.61% 41
2022
Q2 		$611K Hold
12,580
– – 0.63% 39
2022
Q1 		$792K Hold
12,580
– – 0.7% 32
2021
Q4 		$837K Hold
12,580
– – 0.68% 34
2021
Q3 		$610K Hold
12,580
– – 0.54% 42
2021
Q2 		$600K Hold
12,580
– – 0.53% 38
2021
Q1 		$583K Hold
12,580
– – 0.55% 37
2020
Q4 		$551K Buy
+12,580
New +$490K 0.54% 41

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

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

Defined Wealth Management increased its Broadcom (AVGO) stake by 0.45% in Q2 2026, buying an estimated $22.1K and bringing the position to 12,250 shares worth $4.63M. The position accounts for 2.38% of the portfolio, ranked #13.

Defined Wealth Management first reported a position in AVGO in Q4 2020 and has held it in 23 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Defined Wealth Management held 12,250 shares of Broadcom worth $4.63M as of Q2 2026.
  • Defined Wealth Management bought 55 Broadcom shares in Q2 2026, an estimated $22.1K.
  • Broadcom made up 2.38% of Defined Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Defined Wealth Management first reported a position in Broadcom in Q4 2020 and has held it in 23 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Defined Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.