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Provident Wealth Management’s Broadcom AVGO Stock Holding History

Provident 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 		$231K Buy
+612
New +$245K 0.06% 87
2026
Q1 		– Sell
-584
Closed -$202K – 136
2025
Q4 		$202K Buy
+584
New +$209K 0.06% 86
2020
Q4 		– Sell
-760
Closed -$28K – 74
2020
Q3 		$28K Buy
+760
New +$25.5K 0.03% 117

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

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

Provident Wealth Management opened a new position in Broadcom (AVGO) in Q2 2026: 612 shares worth $231K. The stake represents 0.06% of the portfolio and ranks #87 among its holdings. This is a return to the name: Provident Wealth Management previously reported a position in AVGO as recently as Q4 2025.

Provident Wealth Management first reported a position in AVGO in Q3 2020 and has held it in 3 quarters since. 4,846 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Provident Wealth Management held 612 shares of Broadcom worth $231K as of Q2 2026.
  • Broadcom was a new Provident Wealth Management position in Q2 2026.
  • Broadcom made up 0.06% of Provident Wealth Management's portfolio in Q2 2026, its #87 holding.
  • Provident Wealth Management first reported a position in Broadcom in Q3 2020 and has held it in 3 quarters since.
  • 4,846 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Provident Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.