DWM
AVGO icon

Drive Wealth Management’s Broadcom AVGO Stock Holding History

Drive 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 		$6.55M Buy
17,335
+1,133
+7% +$454K 1.17% 16
2026
Q1 		$5.01M Sell
16,202
-798
-5% -$263K 1.06% 21
2025
Q4 		$5.88M Buy
17,000
+2,397
+16% +$857K 1.15% 20
2025
Q3 		$4.82M Buy
14,603
+558
+4% +$171K 1.02% 22
2025
Q2 		$3.87M Sell
14,045
-521
-4% -$113K 0.85% 23
2025
Q1 		$2.44M Buy
14,566
+682
+5% +$144K 0.57% 35
2024
Q4 		$3.22M Buy
13,884
+2,186
+19% +$404K 0.79% 24
2024
Q3 		$2.02M Buy
11,698
+258
+2% +$41.4K 0.53% 33
2024
Q2 		$1.84M Buy
11,440
+230
+2% +$32.2K 0.5% 37
2024
Q1 		$1.49M Sell
11,210
-900
-7% -$112K 0.42% 44
2023
Q4 		$1.35M Sell
12,110
-2,310
-16% -$219K 0.44% 46
2023
Q3 		$1.2M Sell
14,420
-1,530
-10% -$133K 0.44% 50
2023
Q2 		$1.38M Sell
15,950
-220
-1% -$15.7K 0.51% 41
2023
Q1 		$1.04M Buy
16,170
+60
+0.4% +$3.61K 0.43% 57
2022
Q4 		$901K Buy
+16,110
New +$808K 0.45% 50

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

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

Drive Wealth Management increased its Broadcom (AVGO) stake by 7% in Q2 2026, buying an estimated $454K and bringing the position to 17,335 shares worth $6.55M. The position accounts for 1.17% of the portfolio, ranked #16.

Drive Wealth Management first reported a position in AVGO in Q4 2022 and has held it in 15 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Drive Wealth Management held 17,335 shares of Broadcom worth $6.55M as of Q2 2026.
  • Drive Wealth Management bought 1,133 Broadcom shares in Q2 2026, an estimated $454K.
  • Broadcom made up 1.17% of Drive Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Drive Wealth Management first reported a position in Broadcom in Q4 2022 and has held it in 15 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.