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Proactive Wealth Strategies’s Broadcom AVGO Stock Holding History

Proactive 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 		$1.53M Sell
4,060
-48
-1% -$19.2K 0.25% 94
2026
Q1 		$1.27M Buy
4,108
+2,023
+97% +$666K 0.24% 93
2025
Q4 		$722K Buy
2,085
+3
+0.1% +$1.07K 0.29% 80
2025
Q3 		$687K Buy
2,082
+834
+67% +$256K 0.3% 75
2025
Q2 		$344K Buy
1,248
+42
+3% +$9.12K 0.16% 102
2025
Q1 		$202K Buy
1,206
+312
+35% +$66K 0.11% 129
2024
Q4 		$207K Buy
+894
New +$165K 0.11% 127

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

Proactive Wealth Strategies reduced its Broadcom (AVGO) stake by 1.2% in Q2 2026, selling an estimated $19.2K and leaving 4,060 shares worth $1.53M. The position accounts for 0.25% of the portfolio, ranked #94.

Proactive Wealth Strategies first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 3,381 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Proactive Wealth Strategies held 4,060 shares of Broadcom worth $1.53M as of Q2 2026.
  • Proactive Wealth Strategies sold 48 Broadcom shares in Q2 2026, an estimated $19.2K.
  • Broadcom made up 0.25% of Proactive Wealth Strategies's portfolio in Q2 2026, its #94 holding.
  • Proactive Wealth Strategies first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • 3,381 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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