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Focused Wealth Management’s Broadcom AVGO Stock Holding History

Focused 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
2021
Q3 		– Sell
-20,000
Closed -$27K – 991
2021
Q2 		$27K Buy
+20,000
New +$927K ﹤0.01% 462

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 $3.38T AUM 44.17% 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

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

Focused Wealth Management increased its Broadcom (AVGO) stake by 6.5% in Q2 2026, buying an estimated $160K and bringing the position to 6,523 shares worth $2.46M. The position accounts for 0.21% of the portfolio, ranked #54.

Focused Wealth Management first reported a position in AVGO in Q4 2018 and has held it in 24 quarters since. 4,859 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Focused Wealth Management held 6,523 shares of Broadcom worth $2.46M as of Q2 2026.
  • Focused Wealth Management bought 400 Broadcom shares in Q2 2026, an estimated $160K.
  • Broadcom made up 0.21% of Focused Wealth Management's portfolio in Q2 2026, its #54 holding.
  • Focused Wealth Management first reported a position in Broadcom in Q4 2018 and has held it in 24 quarters since.
  • 4,859 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.