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Palacios Wealth Management’s Broadcom AVGO Stock Holding History

Palacios 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 		$9.03M Sell
23,901
-527
-2% -$211K 5.34% 3
2026
Q1 		$10.2M Buy
24,428
+2,480
+11% +$816K 6.38% 2
2025
Q4 		$7.6M Sell
21,948
-5,000
-19% -$1.79M 5.82% 2
2025
Q3 		$8.89M Buy
26,948
+3,453
+15% +$1.06M 5.86% 2
2025
Q2 		$6.48M Buy
23,495
+1,590
+7% +$345K 5.32% 2
2025
Q1 		$3.67M Buy
21,905
+275
+1% +$58.2K 2.72% 6
2024
Q4 		$4.93M Buy
+21,630
New +$4M 5.32% 3

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

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

Palacios Wealth Management reduced its Broadcom (AVGO) stake by 2.2% in Q2 2026, selling an estimated $211K and leaving 23,901 shares worth $9.03M. The position accounts for 5.34% of the portfolio, ranked #3.

Palacios Wealth Management first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.2M in Q1 2026. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Palacios Wealth Management held 23,901 shares of Broadcom worth $9.03M as of Q2 2026.
  • Palacios Wealth Management sold 527 Broadcom shares in Q2 2026, an estimated $211K.
  • Broadcom made up 5.34% of Palacios Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Palacios Wealth Management first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • Palacios Wealth Management's Broadcom position peaked at $10.2M in Q1 2026.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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