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RKL Wealth Management’s Broadcom AVGO Stock Holding History

RKL 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 		$1.39M Buy
3,684
+1,056
+40% +$423K 0.11% 81
2026
Q1 		$813K Sell
2,628
-2,114
-45% -$696K 0.07% 104
2025
Q4 		$1.64M Buy
4,742
+364
+8% +$130K 0.13% 79
2025
Q3 		$1.44M Buy
4,378
+300
+7% +$92K 0.12% 77
2025
Q2 		$1.12M Sell
4,078
-223
-5% -$48.4K 0.1% 85
2025
Q1 		$720K Buy
4,301
+234
+6% +$49.5K 0.07% 104
2024
Q4 		$943K Sell
4,067
-14
-0.3% -$2.59K 0.08% 96
2024
Q3 		$704K Buy
4,081
+981
+32% +$157K 0.06% 93
2024
Q2 		$498K Hold
3,100
– – 0.05% 96
2024
Q1 		$411K Hold
3,100
– – 0.04% 108
2023
Q4 		$346K Buy
+3,100
New +$294K 0.04% 112

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

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

RKL Wealth Management increased its Broadcom (AVGO) stake by 40% in Q2 2026, buying an estimated $423K and bringing the position to 3,684 shares worth $1.39M. The position accounts for 0.11% of the portfolio, ranked #81.

RKL Wealth Management first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.64M in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • RKL Wealth Management held 3,684 shares of Broadcom worth $1.39M as of Q2 2026.
  • RKL Wealth Management bought 1,056 Broadcom shares in Q2 2026, an estimated $423K.
  • Broadcom made up 0.11% of RKL Wealth Management's portfolio in Q2 2026, its #81 holding.
  • RKL Wealth Management first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • RKL Wealth Management's Broadcom position peaked at $1.64M in Q4 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on RKL Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.