GWWM
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Great Waters Wealth Management’s Broadcom AVGO Stock Holding History

Great Waters 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 		$360K Buy
953
+19
+2% +$7.62K 0.03% 91
2026
Q1 		$289K Hold
934
– – 0.03% 95
2025
Q4 		$323K Buy
934
+100
+12% +$35.8K 0.04% 84
2025
Q3 		$275K Sell
834
-36
-4% -$11K 0.03% 91
2025
Q2 		$240K Buy
+870
New +$189K 0.03% 93
2025
Q1 		– Sell
-1,780
Closed -$413K – 104
2024
Q4 		$413K Sell
1,780
-176
-9% -$32.6K 0.05% 70
2024
Q3 		$337K Buy
1,956
+606
+45% +$97.2K 0.05% 78
2024
Q2 		$217K Buy
+1,350
New +$189K 0.03% 94

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

Great Waters Wealth Management's AVGO Position: Q2 2026 in Review

Great Waters Wealth Management increased its Broadcom (AVGO) stake by 2% in Q2 2026, buying an estimated $7.62K and bringing the position to 953 shares worth $360K. The position accounts for 0.03% of the portfolio, ranked #91.

Great Waters Wealth Management first reported a position in AVGO in Q2 2024 and has held it in 8 quarters since. The position peaked at $413K in Q4 2024. 4,828 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Great Waters Wealth Management held 953 shares of Broadcom worth $360K as of Q2 2026.
  • Great Waters Wealth Management bought 19 Broadcom shares in Q2 2026, an estimated $7.62K.
  • Broadcom made up 0.03% of Great Waters Wealth Management's portfolio in Q2 2026, its #91 holding.
  • Great Waters Wealth Management first reported a position in Broadcom in Q2 2024 and has held it in 8 quarters since.
  • Great Waters Wealth Management's Broadcom position peaked at $413K in Q4 2024.
  • 4,828 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Great Waters Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.