MWM
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Mosley Wealth Management’s Broadcom AVGO Stock Holding History

Mosley 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 		$1.16M Buy
3,078
+1,615
+110% +$648K 0.37% 49
2026
Q1 		$483K Sell
1,463
-372
-20% -$122K 0.22% 97
2025
Q4 		$634K Buy
+1,835
New +$656K 0.29% 76
2024
Q4 		$254K Buy
1,233
+15
+1% +$2.77K 0.16% 103
2024
Q3 		$219K Buy
+1,218
New +$195K 0.15% 109

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

Mosley Wealth Management increased its Broadcom (AVGO) stake by 110% in Q2 2026, buying an estimated $648K and bringing the position to 3,078 shares worth $1.16M. The position accounts for 0.37% of the portfolio, ranked #49.

Mosley Wealth Management first reported a position in AVGO in Q3 2024 and has held it in 5 quarters since. 3,105 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Mosley Wealth Management held 3,078 shares of Broadcom worth $1.16M as of Q2 2026.
  • Mosley Wealth Management bought 1,615 Broadcom shares in Q2 2026, an estimated $648K.
  • Broadcom made up 0.37% of Mosley Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Mosley Wealth Management first reported a position in Broadcom in Q3 2024 and has held it in 5 quarters since.
  • 3,105 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.