JWS
AVGO icon

Juncture Wealth Strategies’s Broadcom AVGO Stock Holding History

Juncture Wealth Strategies’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 		$3.35M Buy
8,866
+5,046
+132% +$2.02M 0.87% 25
2026
Q1 		$1.18M Buy
3,820
+211
+6% +$69.4K 0.4% 50
2025
Q4 		$1.25M Sell
3,609
-243
-6% -$86.9K 0.41% 42
2025
Q3 		$1.27M Sell
3,852
-7
-0.2% -$2.15K 0.43% 44
2025
Q2 		$1.06M Sell
3,859
-199
-5% -$43.2K 0.38% 46
2025
Q1 		$679K Buy
4,058
+283
+7% +$59.9K 0.26% 65
2024
Q4 		$875K Buy
3,775
+395
+12% +$73.1K 0.33% 49
2024
Q3 		$583K Sell
3,380
-10
-0.3% -$1.6K 0.23% 66
2024
Q2 		$544K Buy
+3,390
New +$475K 0.23% 62

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

Juncture Wealth Strategies's AVGO Position: Q2 2026 in Review

Juncture Wealth Strategies increased its Broadcom (AVGO) stake by 132% in Q2 2026, buying an estimated $2.02M and bringing the position to 8,866 shares worth $3.35M. The position accounts for 0.87% of the portfolio, ranked #25.

Juncture Wealth Strategies first reported a position in AVGO in Q2 2024 and has held it in 9 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Juncture Wealth Strategies held 8,866 shares of Broadcom worth $3.35M as of Q2 2026.
  • Juncture Wealth Strategies bought 5,046 Broadcom shares in Q2 2026, an estimated $2.02M.
  • Broadcom made up 0.87% of Juncture Wealth Strategies's portfolio in Q2 2026, its #25 holding.
  • Juncture Wealth Strategies first reported a position in Broadcom in Q2 2024 and has held it in 9 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.