Red Wave Investments’s Broadcom AVGO Stock Holding History

Red Wave Investments’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	$1.61M	Sell	4,271 -145	-3%	-$58.1K	0.41%	40
2026 Q1	$1.37M	Buy	4,416 +82	+2%	+$27K	0.41%	42
2025 Q4	$1.5M	Sell	4,334 -112	-3%	-$40.1K	0.45%	40
2025 Q3	$1.47M	Buy	4,446 +12	+0.3%	+$3.68K	0.45%	40
2025 Q2	$1.22M	Hold	4,434	–	–	0.4%	40
2025 Q1	$742K	Sell	4,434 -9	-0.2%	-$1.91K	0.27%	46
2024 Q4	$1.03M	Sell	4,443 -258	-5%	-$47.7K	0.36%	41
2024 Q3	$811K	Sell	4,701 -279	-6%	-$44.7K	0.28%	46
2024 Q2	$800K	Hold	4,980	–	–	0.29%	46
2024 Q1	$660K	Buy	4,980 +50	+1%	+$6.2K	0.25%	49
2023 Q4	$550K	Buy	4,930 +890	+22%	+$84.3K	0.22%	54
2023 Q3	$336K	Hold	4,040	–	–	0.14%	67
2023 Q2	$350K	Hold	4,040	–	–	0.14%	68
2023 Q1	$259K	Buy	4,040 +130	+3%	+$7.82K	0.11%	83
2022 Q4	$219K	Buy	+3,910	New	+$196K	0.09%	87
2022 Q2	–	Sell	-3,810	Closed	-$240K	–	95
2022 Q1	$240K	Hold	3,810	–	–	0.08%	89
2021 Q4	$254K	Buy	+3,810	New	+$214K	0.09%	86

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

Red Wave Investments's AVGO Position: Q2 2026 in Review

Red Wave Investments reduced its Broadcom (AVGO) stake by 3.3% in Q2 2026, selling an estimated $58.1K and leaving 4,271 shares worth $1.61M. The position accounts for 0.41% of the portfolio, ranked #40.

Red Wave Investments first reported a position in AVGO in Q4 2021 and has held it in 17 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Red Wave Investments held 4,271 shares of Broadcom worth $1.61M as of Q2 2026.
Red Wave Investments sold 145 Broadcom shares in Q2 2026, an estimated $58.1K.
Broadcom made up 0.41% of Red Wave Investments's portfolio in Q2 2026, its #40 holding.
Red Wave Investments first reported a position in Broadcom in Q4 2021 and has held it in 17 quarters since.
4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Red Wave Investments's 13F filing for Q2 2026, filed 6 Aug 2026.