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Ridgewood Investments’s Broadcom AVGO Stock Holding History

Ridgewood 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 		$808K Sell
2,140
-661
-24% -$265K 0.3% 109
2026
Q1 		$867K Buy
+2,801
New +$922K 0.35% 93
2025
Q3 		$1.34M Sell
4,055
-1,719
-30% -$527K 0.56% 53
2025
Q2 		$1.59M Buy
5,774
+513
+10% +$111K 0.69% 36
2025
Q1 		$881K Buy
5,261
+900
+21% +$190K 0.41% 72
2024
Q4 		$1.01M Hold
4,361
– – 0.49% 68
2024
Q3 		$752K Buy
4,361
+4,261
+4,261% +$683K 0.38% 79
2024
Q2 		$16.1K Buy
+100
New +$14K 0.01% 458
2023
Q3 		– Sell
-540
Closed -$46.8K – 220
2023
Q2 		$46.8K Buy
540
+400
+286% +$28.5K 0.03% 333
2023
Q1 		$8.98K Buy
+140
New +$8.42K 0.01% 525

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

Ridgewood Investments's AVGO Position: Q2 2026 in Review

Ridgewood Investments reduced its Broadcom (AVGO) stake by 24% in Q2 2026, selling an estimated $265K and leaving 2,140 shares worth $808K. The position accounts for 0.3% of the portfolio, ranked #109.

Ridgewood Investments first reported a position in AVGO in Q1 2023 and has held it in 10 quarters since. The position peaked at $1.59M in Q2 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Ridgewood Investments held 2,140 shares of Broadcom worth $808K as of Q2 2026.
  • Ridgewood Investments sold 661 Broadcom shares in Q2 2026, an estimated $265K.
  • Broadcom made up 0.3% of Ridgewood Investments's portfolio in Q2 2026, its #109 holding.
  • Ridgewood Investments first reported a position in Broadcom in Q1 2023 and has held it in 10 quarters since.
  • Ridgewood Investments's Broadcom position peaked at $1.59M in Q2 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Ridgewood Investments's 13F filing for Q2 2026, filed 3 Aug 2026.