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Money Concepts Capital’s Broadcom AVGO Stock Holding History

Money Concepts Capital’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 		$3.85M Sell
10,185
-2,113
-17% -$847K 0.18% 122
2026
Q1 		$3.81M Buy
12,298
+120
+1% +$39.5K 0.21% 107
2025
Q4 		$4.21M Buy
12,178
+1,242
+11% +$444K 0.24% 89
2025
Q3 		$3.61M Buy
10,936
+1,477
+16% +$453K 0.22% 99
2025
Q2 		$2.61M Sell
9,459
-4,620
-33% -$1M 0.17% 121
2025
Q1 		$2.36M Buy
14,079
+981
+7% +$208K 0.18% 133
2024
Q4 		$3.04M Sell
13,098
-2,831
-18% -$524K 0.23% 101
2024
Q3 		$2.75M Sell
15,929
-211
-1% -$33.8K 0.21% 112
2024
Q2 		$2.59M Buy
16,140
+60
+0.4% +$8.41K 0.22% 112
2024
Q1 		$2.13M Buy
16,080
+4,610
+40% +$571K 0.2% 138
2023
Q4 		$1.28M Sell
11,470
-1,040
-8% -$98.5K 0.12% 184
2023
Q3 		$1.04M Buy
12,510
+320
+3% +$27.7K 0.11% 190
2023
Q2 		$1.06M Sell
12,190
-43,430
-78% -$3.1M 0.11% 193
2023
Q1 		$3.69M Sell
55,620
-12,010
-18% -$723K 0.21% 95
2022
Q4 		$3.78M Sell
67,630
-1,790
-3% -$89.8K 0.17% 122
2022
Q3 		$3.08M Buy
69,420
+41,730
+151% +$2.13M 0.18% 107
2022
Q2 		$1.32M Sell
27,690
-6,620
-19% -$372K 0.12% 177
2022
Q1 		$2.16M Buy
34,310
+14,340
+72% +$852K 0.12% 180
2021
Q4 		$1.33M Buy
+19,970
New +$1.12M 0.11% 181
2021
Q1 		$757K Buy
16,320
+3,160
+24% +$146K 0.06% 250
2020
Q4 		$576K Buy
+13,160
New +$513K 0.05% 262

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 $3.38T AUM 44.17% 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

Money Concepts Capital's AVGO Position: Q2 2026 in Review

Money Concepts Capital reduced its Broadcom (AVGO) stake by 17% in Q2 2026, selling an estimated $847K and leaving 10,185 shares worth $3.85M. The position accounts for 0.18% of the portfolio, ranked #122.

Money Concepts Capital first reported a position in AVGO in Q4 2020 and has held it in 21 quarters since. The position peaked at $4.21M in Q4 2025. 4,859 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Money Concepts Capital held 10,185 shares of Broadcom worth $3.85M as of Q2 2026.
  • Money Concepts Capital sold 2,113 Broadcom shares in Q2 2026, an estimated $847K.
  • Broadcom made up 0.18% of Money Concepts Capital's portfolio in Q2 2026, its #122 holding.
  • Money Concepts Capital first reported a position in Broadcom in Q4 2020 and has held it in 21 quarters since.
  • Money Concepts Capital's Broadcom position peaked at $4.21M in Q4 2025.
  • 4,859 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.