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Pursuit Wealth Strategies’s Broadcom AVGO Stock Holding History

Pursuit 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 		$367K Sell
972
-225
-19% -$90.2K 0.48% 53
2026
Q1 		$370K Buy
1,197
+257
+27% +$84.6K 0.51% 49
2025
Q4 		$325K Buy
+940
New +$336K 0.46% 50

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

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

Pursuit Wealth Strategies reduced its Broadcom (AVGO) stake by 19% in Q2 2026, selling an estimated $90.2K and leaving 972 shares worth $367K. The position accounts for 0.48% of the portfolio, ranked #53.

Pursuit Wealth Strategies first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. The position peaked at $370K in Q1 2026. 4,843 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Pursuit Wealth Strategies held 972 shares of Broadcom worth $367K as of Q2 2026.
  • Pursuit Wealth Strategies sold 225 Broadcom shares in Q2 2026, an estimated $90.2K.
  • Broadcom made up 0.48% of Pursuit Wealth Strategies's portfolio in Q2 2026, its #53 holding.
  • Pursuit Wealth Strategies first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
  • Pursuit Wealth Strategies's Broadcom position peaked at $370K in Q1 2026.
  • 4,843 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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