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Heritage Wealth Management (Ohio)’s Broadcom AVGO Stock Holding History

Heritage Wealth Management (Ohio)’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 		$2.96M Sell
7,847
-157
-2% -$63K 0.74% 33
2026
Q1 		$2.48M Sell
8,004
-71
-0.9% -$23.4K 1.23% 24
2025
Q4 		$2.79M Sell
8,075
-116
-1% -$41.5K 0.78% 27
2025
Q3 		$2.7M Sell
8,191
-386
-5% -$118K 0.79% 25
2025
Q2 		$2.36M Sell
8,577
-6
-0.1% -$1.3K 0.77% 28
2025
Q1 		$1.44M Buy
8,583
+570
+7% +$121K 0.49% 51
2024
Q4 		$1.86M Buy
8,013
+81
+1% +$15K 0.62% 35
2024
Q3 		$1.37M Sell
7,932
-178
-2% -$28.5K 0.45% 58
2024
Q2 		$1.38M Buy
+8,110
New +$1.14M 0.46% 57

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

Heritage Wealth Management (Ohio)'s AVGO Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) reduced its Broadcom (AVGO) stake by 2% in Q2 2026, selling an estimated $63K and leaving 7,847 shares worth $2.96M. The position accounts for 0.74% of the portfolio, ranked #33.

Heritage Wealth Management (Ohio) first reported a position in AVGO in Q2 2024 and has held it in 9 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Heritage Wealth Management (Ohio) held 7,847 shares of Broadcom worth $2.96M as of Q2 2026.
  • Heritage Wealth Management (Ohio) sold 157 Broadcom shares in Q2 2026, an estimated $63K.
  • Broadcom made up 0.74% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #33 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Broadcom in Q2 2024 and has held it in 9 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.