MWM
AVGO icon

Modern Wealth Management’s Broadcom AVGO Stock Holding History

Modern 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 		$12.1M Buy
31,940
+5,896
+23% +$2.36M 0.14% 159
2026
Q1 		$8.16M Buy
26,044
+3,667
+16% +$1.21M 0.14% 157
2025
Q4 		$7.74M Buy
22,377
+941
+4% +$337K 0.14% 155
2025
Q3 		$7.07M Buy
21,436
+869
+4% +$267K 0.14% 154
2025
Q2 		$5.67M Sell
20,567
-572
-3% -$124K 0.14% 148
2025
Q1 		$3.54M Sell
21,139
-745
-3% -$158K 0.11% 154
2024
Q4 		$5.07M Buy
21,884
+933
+4% +$173K 0.19% 107
2024
Q3 		$3.61M Buy
20,951
+1,591
+8% +$255K 0.22% 76
2024
Q2 		$3.11M Buy
19,360
+4,940
+34% +$692K 0.23% 62
2024
Q1 		$1.91M Buy
14,420
+12,550
+671% +$1.55M 0.18% 74
2023
Q4 		$208K Buy
+1,870
New +$177K 0.03% 179

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

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

Modern Wealth Management increased its Broadcom (AVGO) stake by 23% in Q2 2026, buying an estimated $2.36M and bringing the position to 31,940 shares worth $12.1M. The position accounts for 0.14% of the portfolio, ranked #159.

Modern Wealth Management first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Modern Wealth Management held 31,940 shares of Broadcom worth $12.1M as of Q2 2026.
  • Modern Wealth Management bought 5,896 Broadcom shares in Q2 2026, an estimated $2.36M.
  • Broadcom made up 0.14% of Modern Wealth Management's portfolio in Q2 2026, its #159 holding.
  • Modern Wealth Management first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.