MinichMacGregor Wealth Management’s Broadcom AVGO Stock Holding History

MinichMacGregor 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	$12.4M	Buy	32,750 +31,852	+3,547%	+$12.8M	1.88%	26
2026 Q1	$278K	Sell	898 -1	-0.1%	-$329	0.05%	103
2025 Q4	$311K	Sell	899 -770	-46%	-$275K	0.06%	96
2025 Q3	$551K	Sell	1,669 -15	-0.9%	-$4.6K	0.11%	73
2025 Q2	$464K	Buy	+1,684	New	+$366K	0.1%	72
2025 Q1	–	Sell	-1,635	Closed	-$379K	–	126
2024 Q4	$379K	Buy	1,635 +443	+37%	+$81.9K	0.08%	80
2024 Q3	$206K	Buy	+1,192	New	+$191K	0.04%	110
2023 Q1	–	Sell	-540	Closed	-$30.2K	–	138
2022 Q4	$30.2K	Buy	+540	New	+$27.1K	0.01%	239
2018 Q4	–	Sell	-100	Closed	-$2K	–	122
2018 Q3	$2K	Sell	100 -350	-78%	-$7.85K	﹤0.01%	439
2018 Q2	$10K	Buy	+450	New	+$11K	0.01%	297

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

MinichMacGregor Wealth Management increased its Broadcom (AVGO) stake by 3,547% in Q2 2026, buying an estimated $12.8M and bringing the position to 32,750 shares worth $12.4M. The position accounts for 1.88% of the portfolio, ranked #26.

MinichMacGregor Wealth Management first reported a position in AVGO in Q2 2018 and has held it in 10 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

MinichMacGregor Wealth Management held 32,750 shares of Broadcom worth $12.4M as of Q2 2026.
MinichMacGregor Wealth Management bought 31,852 Broadcom shares in Q2 2026, an estimated $12.8M.
Broadcom made up 1.88% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #26 holding.
MinichMacGregor Wealth Management first reported a position in Broadcom in Q2 2018 and has held it in 10 quarters since.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.