Destination Wealth Management’s Broadcom AVGO Stock Holding History

Destination 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	$14.8M	Buy	39,167 +5,538	+16%	+$2.22M	0.35%	71
2026 Q1	$10.4M	Sell	33,629 -1,397	-4%	-$460K	0.27%	76
2025 Q4	$12.1M	Buy	35,026 +9,534	+37%	+$3.41M	0.32%	73
2025 Q3	$8.41M	Buy	25,492 +519	+2%	+$159K	0.23%	81
2025 Q2	$6.88M	Sell	24,973 -3,596	-13%	-$781K	0.2%	84
2025 Q1	$4.78M	Buy	28,569 +9,489	+50%	+$2.01M	0.15%	98
2024 Q4	$4.42M	Buy	19,080 +233	+1%	+$43.1K	0.14%	98
2024 Q3	$3.25M	Buy	18,847 +15,957	+552%	+$2.56M	0.1%	102
2024 Q2	$464K	Buy	2,890 +50	+2%	+$7.01K	0.02%	154
2024 Q1	$376K	Sell	2,840 -520	-15%	-$64.4K	0.01%	162
2023 Q4	$375K	Buy	+3,360	New	+$318K	0.01%	156
2021 Q2	–	Sell	-5,600	Closed	-$259K	–	182
2021 Q1	$259K	Buy	+5,600	New	+$259K	0.01%	164
2019 Q3	–	Sell	-1,900	Closed	-$55K	–	166
2019 Q2	$55K	Buy	1,900 +540	+40%	+$15.7K	﹤0.01%	262
2019 Q1	$41K	Buy	+1,360	New	+$36.9K	﹤0.01%	292
2018 Q3	–	Sell	-900	Closed	-$22K	–	688
2018 Q2	$22K	Buy	+900	New	+$22.1K	﹤0.01%	338

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

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

Destination Wealth Management increased its Broadcom (AVGO) stake by 16% in Q2 2026, buying an estimated $2.22M and bringing the position to 39,167 shares worth $14.8M. The position accounts for 0.35% of the portfolio, ranked #71.

Destination Wealth Management first reported a position in AVGO in Q2 2018 and has held it in 15 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Destination Wealth Management held 39,167 shares of Broadcom worth $14.8M as of Q2 2026.
Destination Wealth Management bought 5,538 Broadcom shares in Q2 2026, an estimated $2.22M.
Broadcom made up 0.35% of Destination Wealth Management's portfolio in Q2 2026, its #71 holding.
Destination Wealth Management first reported a position in Broadcom in Q2 2018 and has held it in 15 quarters since.
4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.