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Elwood & Goetz Wealth Advisory Group’s Broadcom AVGO Stock Holding History

Elwood & Goetz Wealth Advisory Group’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 		$701K Buy
1,854
+74
+4% +$29.7K 0.1% 68
2026
Q1 		$551K Buy
1,780
+259
+17% +$85.2K 0.09% 68
2025
Q4 		$527K Buy
1,521
+330
+28% +$118K 0.09% 61
2025
Q3 		$393K Buy
+1,191
New +$365K 0.08% 78

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

Elwood & Goetz Wealth Advisory Group's AVGO Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its Broadcom (AVGO) stake by 4.2% in Q2 2026, buying an estimated $29.7K and bringing the position to 1,854 shares worth $701K. The position accounts for 0.1% of the portfolio, ranked #68.

Elwood & Goetz Wealth Advisory Group first reported a position in AVGO in Q3 2025 and has held it in 4 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Elwood & Goetz Wealth Advisory Group held 1,854 shares of Broadcom worth $701K as of Q2 2026.
  • Elwood & Goetz Wealth Advisory Group bought 74 Broadcom shares in Q2 2026, an estimated $29.7K.
  • Broadcom made up 0.1% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #68 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Broadcom in Q3 2025 and has held it in 4 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.