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Fonville Wealth Management’s Broadcom AVGO Stock Holding History

Fonville 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 		$457K Sell
1,210
-454
-27% -$182K 0.07% 100
2026
Q1 		$515K Sell
1,664
-97
-6% -$31.9K 0.1% 87
2025
Q4 		$610K Buy
1,761
+450
+34% +$161K 0.12% 83
2025
Q3 		$433K Hold
1,311
– – 0.1% 93
2025
Q2 		$361K Hold
1,311
– – 0.09% 94
2025
Q1 		$220K Sell
1,311
-289
-18% -$61.2K 0.06% 113
2024
Q4 		$371K Sell
1,600
-664
-29% -$123K 0.12% 78
2024
Q3 		$390K Buy
+2,264
New +$363K 0.13% 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

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

Fonville Wealth Management reduced its Broadcom (AVGO) stake by 27% in Q2 2026, selling an estimated $182K and leaving 1,210 shares worth $457K. The position accounts for 0.07% of the portfolio, ranked #100.

Fonville Wealth Management first reported a position in AVGO in Q3 2024 and has held it in 8 quarters since. The position peaked at $610K in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Fonville Wealth Management held 1,210 shares of Broadcom worth $457K as of Q2 2026.
  • Fonville Wealth Management sold 454 Broadcom shares in Q2 2026, an estimated $182K.
  • Broadcom made up 0.07% of Fonville Wealth Management's portfolio in Q2 2026, its #100 holding.
  • Fonville Wealth Management first reported a position in Broadcom in Q3 2024 and has held it in 8 quarters since.
  • Fonville Wealth Management's Broadcom position peaked at $610K in Q4 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.