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Reston Wealth Management’s Broadcom AVGO Stock Holding History

Reston 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 		$800K Sell
2,119
-32
-1% -$12.8K 0.22% 29
2026
Q1 		$666K Sell
2,151
-78
-3% -$25.7K 0.2% 30
2025
Q4 		$771K Buy
2,229
+835
+60% +$299K 0.24% 27
2025
Q3 		$460K Buy
1,394
+25
+2% +$7.67K 0.15% 34
2025
Q2 		$377K Buy
+1,369
New +$297K 0.13% 34
2024
Q4 		– Sell
-735
Closed -$127K – 86
2024
Q3 		$127K Buy
+735
New +$118K 0.05% 70

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

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

Reston Wealth Management reduced its Broadcom (AVGO) stake by 1.5% in Q2 2026, selling an estimated $12.8K and leaving 2,119 shares worth $800K. The position accounts for 0.22% of the portfolio, ranked #29.

Reston Wealth Management first reported a position in AVGO in Q3 2024 and has held it in 6 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Reston Wealth Management held 2,119 shares of Broadcom worth $800K as of Q2 2026.
  • Reston Wealth Management sold 32 Broadcom shares in Q2 2026, an estimated $12.8K.
  • Broadcom made up 0.22% of Reston Wealth Management's portfolio in Q2 2026, its #29 holding.
  • Reston Wealth Management first reported a position in Broadcom in Q3 2024 and has held it in 6 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Reston Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.