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Kingsview Wealth Management’s Broadcom AVGO Stock Holding History

Kingsview 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
2018
Q1 		– Sell
-35,000
Closed -$4K – 368
2017
Q4 		$4K Buy
+35,000
New +$910K ﹤0.01% 340

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 $3.38T AUM 44.17% 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

Kingsview Wealth Management's AVGO Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Broadcom (AVGO) stake by 14% in Q2 2026, selling an estimated $16.8M and leaving 264,273 shares worth $99.8M. The position accounts for 1.21% of the portfolio, ranked #12.

Kingsview Wealth Management first reported a position in AVGO in Q4 2017 and has held it in 34 quarters since. 4,859 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Kingsview Wealth Management held 264,273 shares of Broadcom worth $99.8M as of Q2 2026.
  • Kingsview Wealth Management sold 41,814 Broadcom shares in Q2 2026, an estimated $16.8M.
  • Broadcom made up 1.21% of Kingsview Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Kingsview Wealth Management first reported a position in Broadcom in Q4 2017 and has held it in 34 quarters since.
  • 4,859 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.