NWMG
AVGO icon

Nicholson Wealth Management Group’s Broadcom AVGO Stock Holding History

Nicholson Wealth Management Group’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 		$2.3M Sell
6,092
-200
-3% -$80.2K 1.36% 16
2026
Q1 		$1.95M Sell
6,292
-121
-2% -$39.8K 1.13% 34
2025
Q4 		$2.22M Sell
6,413
-1,082
-14% -$387K 1.3% 12
2025
Q3 		$2.47M Sell
7,495
-844
-10% -$259K 1.45% 7
2025
Q2 		$2.3M Buy
8,339
+167
+2% +$36.3K 1.42% 8
2025
Q1 		$1.37M Sell
8,172
-121
-1% -$25.6K 0.9% 67
2024
Q4 		$1.92M Buy
8,293
+6,361
+329% +$1.18M 1.29% 9
2024
Q3 		$333K Buy
+1,932
New +$310K 0.27% 92

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

Nicholson Wealth Management Group's AVGO Position: Q2 2026 in Review

Nicholson Wealth Management Group reduced its Broadcom (AVGO) stake by 3.2% in Q2 2026, selling an estimated $80.2K and leaving 6,092 shares worth $2.3M. The position accounts for 1.36% of the portfolio, ranked #16.

Nicholson Wealth Management Group first reported a position in AVGO in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.47M in Q3 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Nicholson Wealth Management Group held 6,092 shares of Broadcom worth $2.3M as of Q2 2026.
  • Nicholson Wealth Management Group sold 200 Broadcom shares in Q2 2026, an estimated $80.2K.
  • Broadcom made up 1.36% of Nicholson Wealth Management Group's portfolio in Q2 2026, its #16 holding.
  • Nicholson Wealth Management Group first reported a position in Broadcom in Q3 2024 and has held it in 8 quarters since.
  • Nicholson Wealth Management Group's Broadcom position peaked at $2.47M in Q3 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.