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Ritholtz Wealth Management’s Broadcom AVGO Stock Holding History

Ritholtz 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 		$38.7M Sell
102,394
-254
-0.2% -$102K 0.58% 26
2026
Q1 		$31.8M Buy
102,648
+7,108
+7% +$2.34M 0.55% 25
2025
Q4 		$33.1M Buy
95,540
+3,196
+3% +$1.14M 0.6% 24
2025
Q3 		$30.5M Buy
92,344
+6,585
+8% +$2.02M 0.59% 24
2025
Q2 		$23.6M Buy
85,759
+3,861
+5% +$838K 0.52% 26
2025
Q1 		$13.7M Sell
81,898
-506
-0.6% -$107K 0.41% 34
2024
Q4 		$19.1M Buy
82,404
+1,108
+1% +$205K 0.56% 26
2024
Q3 		$14M Buy
81,296
+3,776
+5% +$605K 0.42% 35
2024
Q2 		$12.4M Buy
77,520
+2,820
+4% +$395K 0.41% 36
2024
Q1 		$9.9M Buy
74,700
+4,750
+7% +$589K 0.34% 38
2023
Q4 		$7.81M Buy
69,950
+4,310
+7% +$408K 0.3% 42
2023
Q3 		$5.45M Buy
65,640
+6,160
+10% +$534K 0.24% 53
2023
Q2 		$5.16M Sell
59,480
-11,340
-16% -$809K 0.23% 58
2023
Q1 		$4.54M Buy
70,820
+31,680
+81% +$1.91M 0.23% 59
2022
Q4 		$2.19M Sell
39,140
-13,370
-25% -$670K 0.12% 116
2022
Q3 		$2.33M Buy
52,510
+14,040
+36% +$717K 0.12% 117
2022
Q2 		$1.87M Sell
38,470
-4,640
-11% -$260K 0.12% 101
2022
Q1 		$2.71M Buy
43,110
+11,850
+38% +$704K 0.18% 61
2021
Q4 		$2.08M Buy
31,260
+5,110
+20% +$287K 0.13% 79
2021
Q3 		$1.27M Buy
26,150
+3,280
+14% +$160K 0.09% 107
2021
Q2 		$1.09M Buy
22,870
+4,280
+23% +$198K 0.08% 126
2021
Q1 		$862K Buy
18,590
+7,360
+66% +$340K 0.07% 129
2020
Q4 		$492K Buy
11,230
+3,190
+40% +$124K 0.05% 169
2020
Q3 		$293K Buy
+8,040
New +$269K 0.03% 212

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

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

Ritholtz Wealth Management reduced its Broadcom (AVGO) stake by 0.25% in Q2 2026, selling an estimated $102K and leaving 102,394 shares worth $38.7M. The position accounts for 0.58% of the portfolio, ranked #26.

Ritholtz Wealth Management first reported a position in AVGO in Q3 2020 and has held it in 24 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Ritholtz Wealth Management held 102,394 shares of Broadcom worth $38.7M as of Q2 2026.
  • Ritholtz Wealth Management sold 254 Broadcom shares in Q2 2026, an estimated $102K.
  • Broadcom made up 0.58% of Ritholtz Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Ritholtz Wealth Management first reported a position in Broadcom in Q3 2020 and has held it in 24 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.