RWS
AVGO icon

Retirement Wealth Solutions’s Broadcom AVGO Stock Holding History

Retirement Wealth Solutions’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 		$159K Buy
420
+1
+0.2% +$401 0.09% 59
2026
Q1 		$130K Sell
419
-139
-25% -$45.7K 0.08% 56
2025
Q4 		$193K Hold
558
– – 0.12% 51
2025
Q3 		$184K Sell
558
-15
-3% -$4.6K 0.12% 50
2025
Q2 		$158K Hold
573
– – 0.12% 50
2025
Q1 		$95.9K Buy
573
+407
+245% +$86.1K 0.08% 57
2024
Q4 		$37.3K Buy
+166
New +$30.7K 0.03% 101

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

Retirement Wealth Solutions's AVGO Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Broadcom (AVGO) stake by 0.24% in Q2 2026, buying an estimated $401 and bringing the position to 420 shares worth $159K. The position accounts for 0.09% of the portfolio, ranked #59.

Retirement Wealth Solutions first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. The position peaked at $193K in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Retirement Wealth Solutions held 420 shares of Broadcom worth $159K as of Q2 2026.
  • Retirement Wealth Solutions bought 1 Broadcom share in Q2 2026, an estimated $401.
  • Broadcom made up 0.09% of Retirement Wealth Solutions's portfolio in Q2 2026, its #59 holding.
  • Retirement Wealth Solutions first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's Broadcom position peaked at $193K in Q4 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.