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Marshall & Sterling Wealth Advisors’s Broadcom AVGO Stock Holding History

Marshall & Sterling Wealth Advisors’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 		$609K Buy
1,612
+3
+0.2% +$1.2K 0.36% 51
2026
Q1 		$498K Sell
1,609
-169
-10% -$55.6K 0.33% 55
2025
Q4 		$615K Sell
1,778
-392
-18% -$140K 0.41% 44
2025
Q3 		$711K Sell
2,170
-357
-14% -$110K 0.46% 39
2025
Q2 		$692K Buy
2,527
+460
+22% +$99.9K 0.47% 38
2025
Q1 		$346K Buy
+2,067
New +$437K 0.24% 64

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

Marshall & Sterling Wealth Advisors's AVGO Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its Broadcom (AVGO) stake by 0.19% in Q2 2026, buying an estimated $1.2K and bringing the position to 1,612 shares worth $609K. The position accounts for 0.36% of the portfolio, ranked #51.

Marshall & Sterling Wealth Advisors first reported a position in AVGO in Q1 2025 and has held it in 6 quarters since. The position peaked at $711K in Q3 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 1,612 shares of Broadcom worth $609K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors bought 3 Broadcom shares in Q2 2026, an estimated $1.2K.
  • Broadcom made up 0.36% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #51 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Broadcom in Q1 2025 and has held it in 6 quarters since.
  • Marshall & Sterling Wealth Advisors's Broadcom position peaked at $711K in Q3 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.