Ruedi Wealth Management’s Broadcom AVGO Stock Holding History

Ruedi 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	$310K	Buy	820 +1	+0.1%	+$401	0.07%	55
2026 Q1	$254K	Hold	819	–	–	0.07%	56
2025 Q4	$283K	Buy	+819	New	+$293K	0.07%	55
2025 Q2	–	Sell	-564	Closed	-$94.5K	–	79
2025 Q1	$94.5K	Hold	564	–	–	0.03%	70
2024 Q4	$131K	Hold	564	–	–	0.04%	57
2024 Q3	$97.4K	Sell	564 -46	-8%	-$7.38K	0.03%	69
2024 Q2	$98.7K	Buy	610 +100	+20%	+$14K	0.04%	65
2024 Q1	$68.1K	Buy	510 +260	+104%	+$32.2K	0.03%	75
2023 Q4	$28.3K	Hold	250	–	–	0.01%	100
2023 Q3	$20.9K	Hold	250	–	–	0.01%	108
2023 Q2	$21.8K	Hold	250	–	–	0.01%	110
2023 Q1	$16K	Hold	250	–	–	0.01%	131
2022 Q4	$14K	Buy	+250	New	+$12.5K	0.01%	123

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Ruedi Wealth Management increased its Broadcom (AVGO) stake by 0.12% in Q2 2026, buying an estimated $401 and bringing the position to 820 shares worth $310K. The position accounts for 0.07% of the portfolio, ranked #55.

Ruedi Wealth Management first reported a position in AVGO in Q4 2022 and has held it in 13 quarters since. 4,859 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Ruedi Wealth Management held 820 shares of Broadcom worth $310K as of Q2 2026.
Ruedi Wealth Management bought 1 Broadcom share in Q2 2026, an estimated $401.
Broadcom made up 0.07% of Ruedi Wealth Management's portfolio in Q2 2026, its #55 holding.
Ruedi Wealth Management first reported a position in Broadcom in Q4 2022 and has held it in 13 quarters since.
4,859 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Ruedi Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.