PWS
AVGO icon

Precision Wealth Strategies’s Broadcom AVGO Stock Holding History

Precision Wealth Strategies’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 		$1.44M Buy
3,819
+195
+5% +$78.2K 0.43% 49
2026
Q1 		$1.12M Sell
3,624
-564
-13% -$186K 0.37% 61
2025
Q4 		$1.45M Buy
4,188
+96
+2% +$34.3K 0.47% 50
2025
Q3 		$1.35M Sell
4,092
-561
-12% -$172K 0.44% 54
2025
Q2 		$1.28M Sell
4,653
-10,734
-70% -$2.33M 0.42% 53
2025
Q1 		$2.58M Buy
15,387
+2,680
+21% +$567K 1.97% 18
2024
Q4 		$2.95M Buy
12,707
+845
+7% +$156K 2.28% 13
2024
Q3 		$2.05M Buy
11,862
+972
+9% +$156K 1.89% 14
2024
Q2 		$1.75M Sell
10,890
-640
-6% -$89.7K 1.81% 14
2024
Q1 		$1.53M Buy
11,530
+490
+4% +$60.7K 1.44% 16
2023
Q4 		$1.23M Buy
11,040
+80
+0.7% +$7.58K 1.2% 11
2023
Q3 		$910K Buy
10,960
+5,860
+115% +$508K 0.99% 16
2023
Q2 		$442K Sell
5,100
-1,450
-22% -$103K 0.72% 31
2023
Q1 		$420K Sell
6,550
-440
-6% -$26.5K 0.66% 34
2022
Q4 		$391K Sell
6,990
-11,460
-62% -$575K 0.41% 55
2022
Q3 		$842K Buy
18,450
+1,170
+7% +$59.8K 0.74% 23
2022
Q2 		$832K Buy
17,280
+1,910
+12% +$107K 0.65% 25
2022
Q1 		$968K Buy
15,370
+4,570
+42% +$271K 0.57% 29
2021
Q4 		$719K Buy
+10,800
New +$607K 0.52% 48

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

Precision Wealth Strategies's AVGO Position: Q2 2026 in Review

Precision Wealth Strategies increased its Broadcom (AVGO) stake by 5.4% in Q2 2026, buying an estimated $78.2K and bringing the position to 3,819 shares worth $1.44M. The position accounts for 0.43% of the portfolio, ranked #49.

Precision Wealth Strategies first reported a position in AVGO in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.95M in Q4 2024. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Precision Wealth Strategies held 3,819 shares of Broadcom worth $1.44M as of Q2 2026.
  • Precision Wealth Strategies bought 195 Broadcom shares in Q2 2026, an estimated $78.2K.
  • Broadcom made up 0.43% of Precision Wealth Strategies's portfolio in Q2 2026, its #49 holding.
  • Precision Wealth Strategies first reported a position in Broadcom in Q4 2021 and has held it in 19 quarters since.
  • Precision Wealth Strategies's Broadcom position peaked at $2.95M in Q4 2024.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Precision Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.