Granite Bay Wealth Management’s Broadcom AVGO Stock Holding History

Granite Bay 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	$4.21M	Buy	11,148 +9,703	+671%	+$3.89M	0.39%	50
2026 Q1	$447K	Buy	1,445 +231	+19%	+$76K	0.1%	57
2025 Q4	$420K	Buy	1,214 +286	+31%	+$102K	0.1%	57
2025 Q3	$306K	Buy	928 +128	+16%	+$39.3K	0.08%	60
2025 Q2	$221K	Buy	+800	New	+$174K	0.07%	66
2025 Q1	–	Sell	-1,326	Closed	-$307K	–	74
2024 Q4	$307K	Sell	1,326 -24	-2%	-$4.44K	0.11%	59
2024 Q3	$233K	Buy	+1,350	New	+$216K	0.13%	41
2024 Q1	–	Sell	-47,250	Closed	-$4.47M	–	82
2023 Q4	$4.47M	Sell	47,250 -240	-0.5%	-$22.7K	0.04%	117
2023 Q3	$4.12M	Buy	+47,490	New	+$4.12M	0.04%	125

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

Granite Bay Wealth Management's AVGO Position: Q2 2026 in Review

Granite Bay Wealth Management increased its Broadcom (AVGO) stake by 671% in Q2 2026, buying an estimated $3.89M and bringing the position to 11,148 shares worth $4.21M. The position accounts for 0.39% of the portfolio, ranked #50.

Granite Bay Wealth Management first reported a position in AVGO in Q3 2023 and has held it in 9 quarters since. The position peaked at $4.47M in Q4 2023. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Granite Bay Wealth Management held 11,148 shares of Broadcom worth $4.21M as of Q2 2026.
Granite Bay Wealth Management bought 9,703 Broadcom shares in Q2 2026, an estimated $3.89M.
Broadcom made up 0.39% of Granite Bay Wealth Management's portfolio in Q2 2026, its #50 holding.
Granite Bay Wealth Management first reported a position in Broadcom in Q3 2023 and has held it in 9 quarters since.
Granite Bay Wealth Management's Broadcom position peaked at $4.47M in Q4 2023.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Granite Bay Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.