Graetz Wealth’s Broadcom AVGO Stock Holding History

Graetz Wealth’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	$272K	Sell	721 -115	-14%	-$46.1K	0.22%	64
2026 Q1	$259K	Buy	836 +153	+22%	+$50.3K	0.23%	60
2025 Q4	$237K	Buy	+683	New	+$244K	0.22%	66

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Graetz Wealth's AVGO Position: Q2 2026 in Review

Graetz Wealth reduced its Broadcom (AVGO) stake by 14% in Q2 2026, selling an estimated $46.1K and leaving 721 shares worth $272K. The position accounts for 0.22% of the portfolio, ranked #64.

Graetz Wealth first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Graetz Wealth held 721 shares of Broadcom worth $272K as of Q2 2026.
Graetz Wealth sold 115 Broadcom shares in Q2 2026, an estimated $46.1K.
Broadcom made up 0.22% of Graetz Wealth's portfolio in Q2 2026, its #64 holding.
Graetz Wealth first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Graetz Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.