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Ridgecrest Wealth Partners’s Broadcom AVGO Stock Holding History

Ridgecrest Wealth Partners’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 		$4.25M Sell
11,239
-11,106
-50% -$4.45M 2.05% 12
2026
Q1 		$6.92M Buy
22,345
+5
+0% +$1.65K 3.82% 6
2025
Q4 		$7.73M Buy
22,340
+18,646
+505% +$6.67M 4.19% 6
2025
Q3 		$1.22M Sell
3,694
-99
-3% -$30.4K 0.55% 38
2025
Q2 		$1.05M Sell
3,793
-24,609
-87% -$5.34M 0.55% 38
2025
Q1 		$4.76M Buy
28,402
+25,010
+737% +$5.29M 2.49% 12
2024
Q4 		$786K Sell
3,392
-35,058
-91% -$6.48M 0.43% 43
2024
Q3 		$6.63M Buy
+38,450
New +$6.16M 3.46% 9
2024
Q2 		– Sell
-31,100
Closed -$4.12M – 109
2024
Q1 		$4.12M Buy
+31,100
New +$3.85M 2.45% 13
2023
Q4 		– Sell
-66,000
Closed -$5.48M – 100
2023
Q3 		$5.48M Sell
66,000
-1,000
-1% -$86.7K 3.85% 5
2023
Q2 		$5.81M Hold
67,000
– – 3.84% 5
2023
Q1 		$4.3M Sell
67,000
-6,000
-8% -$361K 3.06% 10
2022
Q4 		$4.08M Buy
73,000
+29,500
+68% +$1.48M 3.1% 9
2022
Q3 		$1.93M Buy
+43,500
New +$2.22M 1.57% 18

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

Ridgecrest Wealth Partners's AVGO Position: Q2 2026 in Review

Ridgecrest Wealth Partners reduced its Broadcom (AVGO) stake by 50% in Q2 2026, selling an estimated $4.45M and leaving 11,239 shares worth $4.25M. The position accounts for 2.05% of the portfolio, ranked #12.

Ridgecrest Wealth Partners first reported a position in AVGO in Q3 2022 and has held it in 14 quarters since. The position peaked at $7.73M in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Ridgecrest Wealth Partners held 11,239 shares of Broadcom worth $4.25M as of Q2 2026.
  • Ridgecrest Wealth Partners sold 11,106 Broadcom shares in Q2 2026, an estimated $4.45M.
  • Broadcom made up 2.05% of Ridgecrest Wealth Partners's portfolio in Q2 2026, its #12 holding.
  • Ridgecrest Wealth Partners first reported a position in Broadcom in Q3 2022 and has held it in 14 quarters since.
  • Ridgecrest Wealth Partners's Broadcom position peaked at $7.73M in Q4 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.