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McCarter Private Wealth Services’s Broadcom AVGO Stock Holding History

McCarter Private Wealth Services’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 		$14.6M Sell
38,715
-2,400
-6% -$962K 5.05% 1
2026
Q1 		$12.7M Sell
41,115
-1,992
-5% -$655K 5.53% 1
2025
Q4 		$14.9M Sell
43,107
-1,333
-3% -$477K 6.71% 1
2025
Q3 		$14.7M Sell
44,440
-5,570
-11% -$1.71M 7.51% 1
2025
Q2 		$13.8M Sell
50,010
-5,487
-10% -$1.19M 7.88% 1
2025
Q1 		$9.29M Sell
55,497
-2,556
-4% -$541K 6.09% 1
2024
Q4 		$13.5M Sell
58,053
-1,224
-2% -$226K 8.54% 1
2024
Q3 		$10.2M Buy
+59,277
New +$9.5M 6.47% 1

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

McCarter Private Wealth Services's AVGO Position: Q2 2026 in Review

McCarter Private Wealth Services reduced its Broadcom (AVGO) stake by 5.8% in Q2 2026, selling an estimated $962K and leaving 38,715 shares worth $14.6M. The position accounts for 5.05% of the portfolio, ranked #1.

McCarter Private Wealth Services first reported a position in AVGO in Q3 2024 and has held it in 8 quarters since. The position peaked at $14.9M in Q4 2025. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • McCarter Private Wealth Services held 38,715 shares of Broadcom worth $14.6M as of Q2 2026.
  • McCarter Private Wealth Services sold 2,400 Broadcom shares in Q2 2026, an estimated $962K.
  • Broadcom made up 5.05% of McCarter Private Wealth Services's portfolio in Q2 2026, its #1 holding.
  • McCarter Private Wealth Services first reported a position in Broadcom in Q3 2024 and has held it in 8 quarters since.
  • McCarter Private Wealth Services's Broadcom position peaked at $14.9M in Q4 2025.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.