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Glass Wealth Management’s Broadcom AVGO Stock Holding History

Glass 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 		$34.3M Sell
90,888
-1,137
-1% -$456K 11.5% 1
2026
Q1 		$28.5M Sell
92,025
-2,223
-2% -$731K 11.04% 1
2025
Q4 		$32.6M Sell
94,248
-2,529
-3% -$904K 13.38% 1
2025
Q3 		$31.9M Buy
96,777
+596
+0.6% +$183K 14.23% 1
2025
Q2 		$26.5M Sell
96,181
-3,301
-3% -$717K 14.12% 1
2025
Q1 		$16.7M Sell
99,482
-8,915
-8% -$1.89M 9.99% 1
2024
Q4 		$25.1M Sell
108,397
-2,083
-2% -$385K 13.66% 1
2024
Q3 		$19.1M Buy
110,480
+410
+0.4% +$65.7K 10.53% 1
2024
Q2 		$17.7M Buy
110,070
+1,570
+1% +$220K 10.33% 1
2024
Q1 		$14.4M Buy
+108,500
New +$13.4M 8.77% 1

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

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

Glass Wealth Management reduced its Broadcom (AVGO) stake by 1.2% in Q2 2026, selling an estimated $456K and leaving 90,888 shares worth $34.3M. The position accounts for 11.5% of the portfolio, ranked #1.

Glass Wealth Management first reported a position in AVGO in Q1 2024 and has held it in 10 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Glass Wealth Management held 90,888 shares of Broadcom worth $34.3M as of Q2 2026.
  • Glass Wealth Management sold 1,137 Broadcom shares in Q2 2026, an estimated $456K.
  • Broadcom made up 11.5% of Glass Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Glass Wealth Management first reported a position in Broadcom in Q1 2024 and has held it in 10 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Glass Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.