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Perissos Private Wealth Management’s Broadcom AVGO Stock Holding History

Perissos Private 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 		$383K Buy
1,013
+102
+11% +$40.9K 0.26% 56
2026
Q1 		$282K Buy
911
+1
+0.1% +$329 0.24% 56
2025
Q4 		$315K Buy
910
+1
+0.1% +$358 0.27% 52
2025
Q3 		$300K Buy
909
+1
+0.1% +$307 0.22% 59
2025
Q2 		$250K Buy
+908
New +$197K 0.2% 61
2025
Q1 		– Sell
-936
Closed -$217K – 74
2024
Q4 		$217K Buy
+936
New +$173K 0.16% 83

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

Perissos Private Wealth Management's AVGO Position: Q2 2026 in Review

Perissos Private Wealth Management increased its Broadcom (AVGO) stake by 11% in Q2 2026, buying an estimated $40.9K and bringing the position to 1,013 shares worth $383K. The position accounts for 0.26% of the portfolio, ranked #56.

Perissos Private Wealth Management first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. 4,859 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Perissos Private Wealth Management held 1,013 shares of Broadcom worth $383K as of Q2 2026.
  • Perissos Private Wealth Management bought 102 Broadcom shares in Q2 2026, an estimated $40.9K.
  • Broadcom made up 0.26% of Perissos Private Wealth Management's portfolio in Q2 2026, its #56 holding.
  • Perissos Private Wealth Management first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
  • 4,859 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Perissos Private Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.