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Measured Wealth Private Client Group’s Broadcom AVGO Stock Holding History

Measured Wealth Private Client Group’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 		$3M Sell
7,939
-1,446
-15% -$580K 0.72% 29
2026
Q1 		$2.9M Sell
9,385
-1,517
-14% -$499K 0.79% 24
2025
Q4 		$3.77M Sell
10,902
-528
-5% -$189K 1% 21
2025
Q3 		$3.77M Buy
11,430
+113
+1% +$34.7K 1.02% 22
2025
Q2 		$3.12M Sell
11,317
-275
-2% -$59.7K 0.93% 24
2025
Q1 		$1.94M Sell
11,592
-1,522
-12% -$322K 0.62% 25
2024
Q4 		$3.04M Sell
13,114
-4,946
-27% -$915K 0.98% 20
2024
Q3 		$3.12M Sell
18,060
-20
-0.1% -$3.21K 1.04% 19
2024
Q2 		$2.9M Sell
18,080
-1,850
-9% -$259K 1.02% 18
2024
Q1 		$2.64M Buy
19,930
+60
+0.3% +$7.43K 0.92% 20
2023
Q4 		$2.22M Sell
19,870
-970
-5% -$91.8K 0.82% 18
2023
Q3 		$1.73M Sell
20,840
-770
-4% -$66.7K 0.7% 18
2023
Q2 		$1.87M Buy
21,610
+130
+0.6% +$9.27K 0.71% 18
2023
Q1 		$1.38M Buy
21,480
+1,690
+9% +$102K 0.53% 25
2022
Q4 		$1.11M Buy
19,790
+3,960
+25% +$199K 0.46% 33
2022
Q3 		$703K Buy
15,830
+1,880
+13% +$96K 0.31% 43
2022
Q2 		$678K Buy
13,950
+5,890
+73% +$331K 0.3% 52
2022
Q1 		$508K Buy
8,060
+300
+4% +$17.8K 0.19% 66
2021
Q4 		$516K Sell
7,760
-1,500
-16% -$84.3K 0.18% 71
2021
Q3 		$449K Buy
9,260
+3,410
+58% +$166K 0.17% 77
2021
Q2 		$279K Hold
5,850
– – 0.09% 145
2021
Q1 		$271K Hold
5,850
– – 0.1% 125
2020
Q4 		$256K Sell
5,850
-620
-10% -$24.2K 0.11% 115
2020
Q3 		$236K Sell
6,470
-18,170
-74% -$609K 0.11% 110
2020
Q2 		$778K Buy
+24,640
New +$690K 0.45% 37
2019
Q3 		– Sell
-6,950
Closed -$200K – 141
2019
Q2 		$200K Sell
6,950
-5,370
-44% -$156K 0.12% 185
2019
Q1 		$370K Buy
12,320
+1,660
+16% +$45K 0.23% 102
2018
Q4 		$271K Buy
10,660
+9,770
+1,098% +$231K 0.25% 67
2018
Q3 		$21K Buy
+890
New +$20K 0.01% 513

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

Measured Wealth Private Client Group's AVGO Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Broadcom (AVGO) stake by 15% in Q2 2026, selling an estimated $580K and leaving 7,939 shares worth $3M. The position accounts for 0.72% of the portfolio, ranked #29.

Measured Wealth Private Client Group first reported a position in AVGO in Q3 2018 and has held it in 29 quarters since. The position peaked at $3.77M in Q4 2025. 4,834 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Measured Wealth Private Client Group held 7,939 shares of Broadcom worth $3M as of Q2 2026.
  • Measured Wealth Private Client Group sold 1,446 Broadcom shares in Q2 2026, an estimated $580K.
  • Broadcom made up 0.72% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #29 holding.
  • Measured Wealth Private Client Group first reported a position in Broadcom in Q3 2018 and has held it in 29 quarters since.
  • Measured Wealth Private Client Group's Broadcom position peaked at $3.77M in Q4 2025.
  • 4,834 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.