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Redwood Wealth Management Group’s Broadcom AVGO Stock Holding History

Redwood Wealth Management Group’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 		– Sell
-15,725
Closed -$4.87M – 11
2026
Q1 		$4.87M Buy
15,725
+15
+0.1% +$4.94K 2.1% 6
2025
Q4 		$5.44M Sell
15,710
-264
-2% -$94.4K 2.27% 8
2025
Q3 		$5.27M Sell
15,974
-266
-2% -$81.6K 2.24% 9
2025
Q2 		$4.48M Buy
16,240
+163
+1% +$35.4K 2.01% 8
2025
Q1 		$2.69M Buy
16,077
+3,876
+32% +$820K 1.37% 22
2024
Q4 		$2.83M Sell
12,201
-4,829
-28% -$893K 1.38% 17
2024
Q3 		$2.94M Buy
17,030
+260
+2% +$41.7K 1.46% 14
2024
Q2 		$2.69M Buy
16,770
+190
+1% +$26.6K 2.03% 12
2024
Q1 		$2.2M Sell
16,580
-520
-3% -$64.4K 2.33% 11
2023
Q4 		$1.91M Sell
17,100
-480
-3% -$45.5K 2.12% 12
2023
Q3 		$1.46M Buy
17,580
+910
+5% +$78.9K 1.71% 14
2023
Q2 		$1.45M Buy
16,670
+240
+1% +$17.1K 1.6% 18
2023
Q1 		$1.05M Buy
16,430
+280
+2% +$16.8K 1.19% 19
2022
Q4 		$903K Buy
+16,150
New +$810K 1.13% 22

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

Redwood Wealth Management Group's AVGO Position: Q2 2026 in Review

Redwood Wealth Management Group sold out of Broadcom (AVGO) in Q2 2026, closing a stake of 15,725 shares — an estimated $4.87M sold.

Redwood Wealth Management Group first reported a position in AVGO in Q4 2022 and held it in 14 quarters. The position peaked at $5.44M in Q4 2025. 4,844 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Redwood Wealth Management Group reported no remaining Broadcom position as of Q2 2026 after selling out during the quarter.
  • Redwood Wealth Management Group sold 15,725 Broadcom shares in Q2 2026, an estimated $4.87M.
  • Redwood Wealth Management Group first reported a position in Broadcom in Q4 2022 and held it in 14 quarters.
  • Redwood Wealth Management Group's Broadcom position peaked at $5.44M in Q4 2025.
  • 4,844 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Redwood Wealth Management Group's 13F filing for Q2 2026.