MWM
AVGO icon

Modera Wealth Management’s Broadcom AVGO Stock Holding History

Modera 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 		$108M Sell
287,051
-29,887
-9% -$12M 1.16% 23
2026
Q1 		$98.1M Sell
316,938
-21,783
-6% -$7.17M 1.18% 20
2025
Q4 		$117M Sell
338,721
-30,102
-8% -$10.8M 1.36% 16
2025
Q3 		$122M Sell
368,823
-25,403
-6% -$7.79M 1.41% 16
2025
Q2 		$109M Sell
394,226
-12,008
-3% -$2.61M 1.35% 17
2025
Q1 		$68M Sell
406,234
-21,919
-5% -$4.64M 0.92% 29
2024
Q4 		$99.3M Sell
428,153
-12,429
-3% -$2.3M 1.2% 17
2024
Q3 		$76M Sell
440,582
-21,968
-5% -$3.52M 0.97% 26
2024
Q2 		$74.3M Sell
462,550
-27,310
-6% -$3.83M 1.09% 22
2024
Q1 		$64.9M Sell
489,860
-18,000
-4% -$2.23M 0.99% 27
2023
Q4 		$56.7M Sell
507,860
-30,730
-6% -$2.91M 0.94% 27
2023
Q3 		$44.7M Sell
538,590
-22,440
-4% -$1.95M 0.84% 30
2023
Q2 		$48.7M Buy
561,030
+553,530
+7,380% +$39.5M 0.88% 25
2023
Q1 		$481K Buy
7,500
+950
+15% +$57.2K 0.02% 220
2022
Q4 		$366K Sell
6,550
-150
-2% -$7.52K 0.01% 251
2022
Q3 		$297K Sell
6,700
-280
-4% -$14.3K 0.02% 244
2022
Q2 		$339K Buy
6,980
+520
+8% +$29.2K 0.02% 238
2022
Q1 		$407K Buy
+6,460
New +$384K 0.02% 234

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

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

Modera Wealth Management reduced its Broadcom (AVGO) stake by 9.4% in Q2 2026, selling an estimated $12M and leaving 287,051 shares worth $108M. The position accounts for 1.16% of the portfolio, ranked #23.

Modera Wealth Management first reported a position in AVGO in Q1 2022 and has held it in 18 quarters since. The position peaked at $122M in Q3 2025. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Modera Wealth Management held 287,051 shares of Broadcom worth $108M as of Q2 2026.
  • Modera Wealth Management sold 29,887 Broadcom shares in Q2 2026, an estimated $12M.
  • Broadcom made up 1.16% of Modera Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Modera Wealth Management first reported a position in Broadcom in Q1 2022 and has held it in 18 quarters since.
  • Modera Wealth Management's Broadcom position peaked at $122M in Q3 2025.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.