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Fiduciary Wealth Partners’s Broadcom AVGO Stock Holding History

Fiduciary Wealth Partners’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 		$352K Buy
931
+68
+8% +$27.3K 0.19% 42
2026
Q1 		$267K Sell
863
-843
-49% -$277K 0.17% 45
2025
Q4 		$591K Sell
1,706
-14
-0.8% -$5.01K 0.24% 36
2025
Q3 		$568K Buy
1,720
+32
+2% +$9.82K 0.24% 39
2025
Q2 		$465K Buy
1,688
+539
+47% +$117K 0.44% 29
2025
Q1 		$192K Buy
+1,149
New +$243K 0.17% 44

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

Fiduciary Wealth Partners's AVGO Position: Q2 2026 in Review

Fiduciary Wealth Partners increased its Broadcom (AVGO) stake by 7.9% in Q2 2026, buying an estimated $27.3K and bringing the position to 931 shares worth $352K. The position accounts for 0.19% of the portfolio, ranked #42.

Fiduciary Wealth Partners first reported a position in AVGO in Q1 2025 and has held it in 6 quarters since. The position peaked at $591K in Q4 2025. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Fiduciary Wealth Partners held 931 shares of Broadcom worth $352K as of Q2 2026.
  • Fiduciary Wealth Partners bought 68 Broadcom shares in Q2 2026, an estimated $27.3K.
  • Broadcom made up 0.19% of Fiduciary Wealth Partners's portfolio in Q2 2026, its #42 holding.
  • Fiduciary Wealth Partners first reported a position in Broadcom in Q1 2025 and has held it in 6 quarters since.
  • Fiduciary Wealth Partners's Broadcom position peaked at $591K in Q4 2025.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Fiduciary Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.