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Mascoma Wealth Management’s Broadcom AVGO Stock Holding History

Mascoma 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 		$436K Buy
1,153
+10
+0.9% +$4.01K 0.08% 61
2026
Q1 		$354K Sell
1,143
-5
-0.4% -$1.65K 0.07% 67
2025
Q4 		$397K Buy
1,148
+39
+4% +$13.9K 0.09% 62
2025
Q3 		$366K Sell
1,109
-315
-22% -$96.6K 0.08% 66
2025
Q2 		$393K Hold
1,424
– – 0.09% 62
2025
Q1 		$238K Sell
1,424
-180
-11% -$38.1K 0.06% 87
2024
Q4 		$372K Buy
1,604
+244
+18% +$45.1K 0.09% 66
2024
Q3 		$235K Hold
1,360
– – 0.06% 89
2024
Q2 		$218K Buy
1,360
+80
+6% +$11.2K 0.06% 88
2024
Q1 		$170K Hold
1,280
– – 0.05% 104
2023
Q4 		$143K Hold
1,280
– – 0.04% 115
2023
Q3 		$106K Buy
1,280
+630
+97% +$54.6K 0.03% 133
2023
Q2 		$57.5K Hold
650
– – 0.02% 180
2023
Q1 		$40.8K Hold
650
– – 0.01% 256
2022
Q4 		$36.4K Buy
650
+110
+20% +$5.51K 0.01% 269
2022
Q3 		$24K Buy
540
+20
+4% +$1.02K 0.01% 314
2022
Q2 		$25K Hold
520
– – 0.01% 326
2022
Q1 		$33K Hold
520
– – 0.01% 319
2021
Q4 		$35K Hold
520
– – 0.01% 258
2021
Q3 		$25K Buy
+520
New +$25.3K 0.01% 265
2021
Q2 		– Sell
-520
Closed -$24K – 126
2021
Q1 		$24K Buy
+520
New +$24K 0.01% 274

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

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

Mascoma Wealth Management increased its Broadcom (AVGO) stake by 0.87% in Q2 2026, buying an estimated $4.01K and bringing the position to 1,153 shares worth $436K. The position accounts for 0.08% of the portfolio, ranked #61.

Mascoma Wealth Management first reported a position in AVGO in Q1 2021 and has held it in 21 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Mascoma Wealth Management held 1,153 shares of Broadcom worth $436K as of Q2 2026.
  • Mascoma Wealth Management bought 10 Broadcom shares in Q2 2026, an estimated $4.01K.
  • Broadcom made up 0.08% of Mascoma Wealth Management's portfolio in Q2 2026, its #61 holding.
  • Mascoma Wealth Management first reported a position in Broadcom in Q1 2021 and has held it in 21 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.