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Foundation Wealth Management (Pennsylvania)’s Broadcom AVGO Stock Holding History

Foundation Wealth Management (Pennsylvania)’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 		$264K Sell
698
-58
-8% -$23.3K 0.08% 93
2026
Q1 		$234K Sell
756
-5
-0.7% -$1.65K 0.08% 85
2025
Q4 		$263K Hold
761
– – 0.1% 81
2025
Q3 		$251K Hold
761
– – 0.1% 82
2025
Q2 		$210K Buy
+761
New +$165K 0.09% 90
2025
Q1 		– Sell
-910
Closed -$211K – 89
2024
Q4 		$211K Buy
+910
New +$168K 0.1% 85

Other funds holding AVGO

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Foundation Wealth Management (Pennsylvania)'s AVGO Position: Q2 2026 in Review

Foundation Wealth Management (Pennsylvania) reduced its Broadcom (AVGO) stake by 7.7% in Q2 2026, selling an estimated $23.3K and leaving 698 shares worth $264K. The position accounts for 0.08% of the portfolio, ranked #93.

Foundation Wealth Management (Pennsylvania) first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. 2,599 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Foundation Wealth Management (Pennsylvania) held 698 shares of Broadcom worth $264K as of Q2 2026.
  • Foundation Wealth Management (Pennsylvania) sold 58 Broadcom shares in Q2 2026, an estimated $23.3K.
  • Broadcom made up 0.08% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #93 holding.
  • Foundation Wealth Management (Pennsylvania) first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
  • 2,599 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 22 Jul 2026.