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Fountainhead AM’s Broadcom AVGO Stock Holding History

Fountainhead AM’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 		$4.6M Buy
12,172
+2,847
+31% +$1.14M 3.42% 6
2026
Q1 		$2.89M Buy
9,325
+7,566
+430% +$2.49M 2.59% 8
2025
Q4 		$609K Sell
1,759
-11,530
-87% -$4.12M 0.9% 29
2025
Q3 		$4.38M Buy
13,289
+326
+3% +$100K 0.58% 31
2025
Q2 		$3.57M Sell
12,963
-307
-2% -$66.7K 0.52% 33
2025
Q1 		$2.22M Buy
13,270
+2,578
+24% +$546K 0.36% 35
2024
Q4 		$2.48M Buy
10,692
+1,329
+14% +$246K 0.45% 33
2024
Q3 		$1.62M Sell
9,363
-1,447
-13% -$232K 0.34% 38
2024
Q2 		$1.74M Buy
10,810
+220
+2% +$30.8K 0.41% 33
2024
Q1 		$1.4M Buy
10,590
+190
+2% +$23.5K 0.35% 35
2023
Q4 		$1.16M Buy
+10,400
New +$985K 0.32% 35

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

Fountainhead AM's AVGO Position: Q2 2026 in Review

Fountainhead AM increased its Broadcom (AVGO) stake by 31% in Q2 2026, buying an estimated $1.14M and bringing the position to 12,172 shares worth $4.6M. The position accounts for 3.42% of the portfolio, ranked #6.

Fountainhead AM first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Fountainhead AM held 12,172 shares of Broadcom worth $4.6M as of Q2 2026.
  • Fountainhead AM bought 2,847 Broadcom shares in Q2 2026, an estimated $1.14M.
  • Broadcom made up 3.42% of Fountainhead AM's portfolio in Q2 2026, its #6 holding.
  • Fountainhead AM first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Fountainhead AM's 13F filing for Q2 2026, filed 3 Aug 2026.