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Golden State Wealth Management’s Broadcom AVGO Stock Holding History

Golden State 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 		$7.1M Buy
18,802
+337
+2% +$135K 0.65% 28
2026
Q1 		$5.72M Buy
18,465
+161
+0.9% +$53K 0.62% 30
2025
Q4 		$6.34M Buy
18,304
+1,322
+8% +$473K 0.67% 28
2025
Q3 		$5.6M Buy
16,982
+313
+2% +$96K 0.62% 32
2025
Q2 		$4.59M Buy
16,669
+817
+5% +$177K 0.56% 33
2025
Q1 		$2.65M Buy
15,852
+954
+6% +$202K 0.39% 56
2024
Q4 		$3.45M Buy
+14,898
New +$2.76M 0.52% 39
2022
Q1 		$1.26M Sell
20,090
-9,190
-31% -$546K 0.25% 79
2021
Q4 		$1.95M Sell
29,280
-7,060
-19% -$397K 0.34% 53
2021
Q3 		$1.76M Buy
36,340
+550
+2% +$26.7K 0.38% 48
2021
Q2 		$1.71M Buy
35,790
+24,490
+217% +$1.13M 0.38% 55
2021
Q1 		$524K Sell
11,300
-6,980
-38% -$323K 0.17% 98
2020
Q4 		$800K Buy
18,280
+8,580
+88% +$334K 0.23% 85
2020
Q3 		$353K Sell
9,700
-10,480
-52% -$351K 0.12% 127
2020
Q2 		$637K Buy
20,180
+5,780
+40% +$162K 0.2% 87
2020
Q1 		$341K Buy
+14,400
New +$406K 0.15% 104
2019
Q4 		– Sell
-20,270
Closed -$560K – 115
2019
Q3 		$560K Sell
20,270
-6,650
-25% -$189K 0.18% 99
2019
Q2 		$775K Buy
26,920
+3,110
+13% +$90.6K 0.25% 82
2019
Q1 		$716K Buy
+23,810
New +$646K 0.24% 85

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

Golden State Wealth Management's AVGO Position: Q2 2026 in Review

Golden State Wealth Management increased its Broadcom (AVGO) stake by 1.8% in Q2 2026, buying an estimated $135K and bringing the position to 18,802 shares worth $7.1M. The position accounts for 0.65% of the portfolio, ranked #28.

Golden State Wealth Management first reported a position in AVGO in Q1 2019 and has held it in 19 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Golden State Wealth Management held 18,802 shares of Broadcom worth $7.1M as of Q2 2026.
  • Golden State Wealth Management bought 337 Broadcom shares in Q2 2026, an estimated $135K.
  • Broadcom made up 0.65% of Golden State Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Golden State Wealth Management first reported a position in Broadcom in Q1 2019 and has held it in 19 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.