Private Wealth Asset Management’s Broadcom AVGO Stock Holding History

Private Wealth Asset 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	$3.11M	Sell	8,245 -447	-5%	-$179K	0.3%	63
2026 Q1	$2.69M	Buy	8,692 +912	+12%	+$300K	0.29%	65
2025 Q4	$2.69M	Buy	7,780 +1,891	+32%	+$676K	0.29%	59
2025 Q3	$1.94M	Buy	5,889 +490	+9%	+$150K	0.23%	68
2025 Q2	$1.49M	Sell	5,399 -1,006	-16%	-$218K	0.2%	81
2025 Q1	$1.07M	Buy	+6,405	New	+$1.36M	0.15%	104

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

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

Private Wealth Asset Management reduced its Broadcom (AVGO) stake by 5.1% in Q2 2026, selling an estimated $179K and leaving 8,245 shares worth $3.11M. The position accounts for 0.3% of the portfolio, ranked #63.

Private Wealth Asset Management first reported a position in AVGO in Q1 2025 and has held it in 6 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Private Wealth Asset Management held 8,245 shares of Broadcom worth $3.11M as of Q2 2026.
Private Wealth Asset Management sold 447 Broadcom shares in Q2 2026, an estimated $179K.
Broadcom made up 0.3% of Private Wealth Asset Management's portfolio in Q2 2026, its #63 holding.
Private Wealth Asset Management first reported a position in Broadcom in Q1 2025 and has held it in 6 quarters since.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.