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	$4.39K	Hold	3,500	–	–	﹤0.01%	342
2026 Q1	$15.8K	Sell	3,500 -1,000	-22%	-$329K	﹤0.01%	315
2025 Q4	$17.4K	Hold	4,500	–	–	﹤0.01%	313
2025 Q3	$22.3K	Buy	4,500 +500	+13%	+$153K	﹤0.01%	275
2025 Q2	$25.3K	Buy	4,000 +1,000	+33%	+$217K	﹤0.01%	256
2025 Q1	$71.3K	Buy	3,000 +1,000	+50%	+$212K	﹤0.01%	238
2024 Q4	$16K	Buy	2,000 +1,000	+100%	+$185K	﹤0.01%	235
2024 Q3	$11.5K	Buy	+1,000	New	+$160K	﹤0.01%	227

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.