New Dimensions Wealth Management’s Broadcom AVGO Stock Holding History

New Dimensions 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	$209K	Buy	+554	New	+$222K	0.16%	21

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

New Dimensions Wealth Management's AVGO Position: Q2 2026 in Review

New Dimensions Wealth Management opened a new position in Broadcom (AVGO) in Q2 2026: 554 shares worth $209K. The stake represents 0.16% of the portfolio and ranks #21 among its holdings.

4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

New Dimensions Wealth Management held 554 shares of Broadcom worth $209K as of Q2 2026.
Broadcom was a new New Dimensions Wealth Management position in Q2 2026.
Broadcom made up 0.16% of New Dimensions Wealth Management's portfolio in Q2 2026, its #21 holding.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on New Dimensions Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.