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Horst & Graben Wealth Management’s Broadcom AVGO Stock Holding History

Horst & Graben 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 		$2.3M Sell
6,237
-49
-0.8% -$19.6K 0.3% 51
2026
Q1 		$2.63M Buy
6,286
+2,772
+79% +$912K 0.36% 46
2025
Q4 		$1.22M Sell
3,514
-2,460
-41% -$880K 0.18% 69
2025
Q3 		$1.97M Buy
5,974
+113
+2% +$34.7K 0.3% 52
2025
Q2 		$1.62M Buy
5,861
+988
+20% +$215K 0.27% 57
2025
Q1 		$816K Buy
4,873
+1,530
+46% +$324K 0.15% 74
2024
Q4 		$775K Buy
+3,343
New +$618K 0.14% 72

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

Horst & Graben Wealth Management's AVGO Position: Q2 2026 in Review

Horst & Graben Wealth Management reduced its Broadcom (AVGO) stake by 0.78% in Q2 2026, selling an estimated $19.6K and leaving 6,237 shares worth $2.3M. The position accounts for 0.3% of the portfolio, ranked #51.

Horst & Graben Wealth Management first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.63M in Q1 2026. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Horst & Graben Wealth Management held 6,237 shares of Broadcom worth $2.3M as of Q2 2026.
  • Horst & Graben Wealth Management sold 49 Broadcom shares in Q2 2026, an estimated $19.6K.
  • Broadcom made up 0.3% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Horst & Graben Wealth Management first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • Horst & Graben Wealth Management's Broadcom position peaked at $2.63M in Q1 2026.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.