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Global Wealth Strategies & Associates’s Broadcom AVGO Stock Holding History

Global Wealth Strategies & Associates’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 		$409K Buy
1,083
+496
+84% +$199K 0.08% 64
2026
Q1 		$182K Buy
587
+27
+5% +$8.88K 0.04% 86
2025
Q4 		$194K Sell
560
-30
-5% -$10.7K 0.05% 74
2025
Q3 		$195K Buy
590
+127
+27% +$39K 0.05% 69
2025
Q2 		$128K Sell
463
-126
-21% -$27.4K 0.04% 64
2025
Q1 		$98.6K Buy
589
+83
+16% +$17.6K 0.03% 76
2024
Q4 		$117K Buy
506
+191
+61% +$35.3K 0.04% 66
2024
Q3 		$54.3K Buy
315
+165
+110% +$26.5K 0.02% 92
2024
Q2 		$24.1K Hold
150
– – 0.01% 119
2024
Q1 		$19.9K Hold
150
– – 0.01% 133
2023
Q4 		$16.7K Hold
150
– – 0.01% 134
2023
Q3 		$12.5K Hold
150
– – 0.01% 145
2023
Q2 		$13K Hold
150
– – 0.01% 144
2023
Q1 		$9.62K Hold
150
– – 0.01% 162
2022
Q4 		$8.39K Buy
+150
New +$7.52K ﹤0.01% 162

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

Global Wealth Strategies & Associates's AVGO Position: Q2 2026 in Review

Global Wealth Strategies & Associates increased its Broadcom (AVGO) stake by 84% in Q2 2026, buying an estimated $199K and bringing the position to 1,083 shares worth $409K. The position accounts for 0.08% of the portfolio, ranked #64.

Global Wealth Strategies & Associates first reported a position in AVGO in Q4 2022 and has held it in 15 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Global Wealth Strategies & Associates held 1,083 shares of Broadcom worth $409K as of Q2 2026.
  • Global Wealth Strategies & Associates bought 496 Broadcom shares in Q2 2026, an estimated $199K.
  • Broadcom made up 0.08% of Global Wealth Strategies & Associates's portfolio in Q2 2026, its #64 holding.
  • Global Wealth Strategies & Associates first reported a position in Broadcom in Q4 2022 and has held it in 15 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.