Finer Wealth Management’s Broadcom AVGO Stock Holding History

Finer 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	$1.38M	Sell	3,643 -462	-11%	-$185K	0.62%	36
2026 Q1	$1.27M	Buy	4,105 +32	+0.8%	+$10.5K	0.64%	37
2025 Q4	$1.41M	Buy	4,073 +350	+9%	+$125K	0.68%	35
2025 Q3	$1.23M	Buy	3,723 +1	+0%	+$307	0.61%	37
2025 Q2	$1.03M	Buy	3,722 +69	+2%	+$15K	0.55%	39
2025 Q1	$612K	Hold	3,653	–	–	0.37%	54
2024 Q4	$847K	Buy	3,653 +3	+0.1%	+$555	0.49%	42
2024 Q3	$630K	Sell	3,650 -30	-0.8%	-$4.81K	0.39%	50
2024 Q2	$591K	Hold	3,680	–	–	0.38%	48
2024 Q1	$488K	Hold	3,680	–	–	0.32%	54
2023 Q4	$411K	Hold	3,680	–	–	0.31%	57
2023 Q3	$306K	Hold	3,680	–	–	0.24%	64
2023 Q2	$319K	Hold	3,680	–	–	0.25%	64
2023 Q1	$236K	Sell	3,680 -600	-14%	-$36.1K	0.2%	76
2022 Q4	$239K	Buy	+4,280	New	+$215K	0.22%	75

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

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

Finer Wealth Management reduced its Broadcom (AVGO) stake by 11% in Q2 2026, selling an estimated $185K and leaving 3,643 shares worth $1.38M. The position accounts for 0.62% of the portfolio, ranked #36.

Finer Wealth Management first reported a position in AVGO in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.41M in Q4 2025. 4,842 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Finer Wealth Management held 3,643 shares of Broadcom worth $1.38M as of Q2 2026.
Finer Wealth Management sold 462 Broadcom shares in Q2 2026, an estimated $185K.
Broadcom made up 0.62% of Finer Wealth Management's portfolio in Q2 2026, its #36 holding.
Finer Wealth Management first reported a position in Broadcom in Q4 2022 and has held it in 15 quarters since.
Finer Wealth Management's Broadcom position peaked at $1.41M in Q4 2025.
4,842 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Finer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.