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Diversify Wealth Management’s Broadcom AVGO Stock Holding History

Diversify 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 		$83.7M Buy
218,358
+2,908
+1% +$1.17M 1.4% 9
2026
Q1 		$87.4M Buy
215,450
+175,117
+434% +$57.6M 1.56% 7
2025
Q4 		$14.3M Sell
40,333
-2,115
-5% -$756K 0.67% 27
2025
Q3 		$15.4M Buy
42,448
+3,258
+8% +$1,000K 0.89% 19
2025
Q2 		$12.3M Buy
39,190
+1,174
+3% +$255K 0.76% 21
2025
Q1 		$7.27M Buy
38,016
+2,016
+6% +$427K 0.54% 37
2024
Q4 		$8.08M Buy
36,000
+8,796
+32% +$1.63M 0.63% 34
2024
Q3 		$4.72M Sell
27,204
-217,036
-89% -$34.8M 0.45% 52
2024
Q2 		$3.47M Buy
+244,240
New +$34.2M 0.43% 55

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

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

Diversify Wealth Management increased its Broadcom (AVGO) stake by 1.3% in Q2 2026, buying an estimated $1.17M and bringing the position to 218,358 shares worth $83.7M. The position accounts for 1.4% of the portfolio, ranked #9.

Diversify Wealth Management first reported a position in AVGO in Q2 2024 and has held it in 9 quarters since. The position peaked at $87.4M in Q1 2026. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Diversify Wealth Management held 218,358 shares of Broadcom worth $83.7M as of Q2 2026.
  • Diversify Wealth Management bought 2,908 Broadcom shares in Q2 2026, an estimated $1.17M.
  • Broadcom made up 1.4% of Diversify Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Diversify Wealth Management first reported a position in Broadcom in Q2 2024 and has held it in 9 quarters since.
  • Diversify Wealth Management's Broadcom position peaked at $87.4M in Q1 2026.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.