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RWQ Financial Management Services’s Broadcom AVGO Stock Holding History

RWQ Financial Management Services’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 		$11.2M Buy
29,621
+10,680
+56% +$4.28M 5.4% 6
2026
Q1 		$5.86M Sell
18,941
-26,229
-58% -$8.63M 3.82% 11
2025
Q4 		$15.6M Buy
45,170
+5,997
+15% +$2.14M 7.19% 5
2025
Q3 		$12.9M Sell
39,173
-2,187
-5% -$671K 5.61% 8
2025
Q2 		$11.4M Sell
41,360
-12,865
-24% -$2.79M 4.8% 10
2025
Q1 		$9.08M Sell
54,225
-26,463
-33% -$5.6M 6.01% 7
2024
Q4 		$18.7M Buy
80,688
+70,285
+676% +$13M 7.32% 7
2024
Q3 		$1.79M Buy
10,403
+6,343
+156% +$1.02M 0.62% 16
2024
Q2 		$652K Buy
+4,060
New +$569K 0.24% 14

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

RWQ Financial Management Services's AVGO Position: Q2 2026 in Review

RWQ Financial Management Services increased its Broadcom (AVGO) stake by 56% in Q2 2026, buying an estimated $4.28M and bringing the position to 29,621 shares worth $11.2M. The position accounts for 5.4% of the portfolio, ranked #6.

RWQ Financial Management Services first reported a position in AVGO in Q2 2024 and has held it in 9 quarters since. The position peaked at $18.7M in Q4 2024. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • RWQ Financial Management Services held 29,621 shares of Broadcom worth $11.2M as of Q2 2026.
  • RWQ Financial Management Services bought 10,680 Broadcom shares in Q2 2026, an estimated $4.28M.
  • Broadcom made up 5.4% of RWQ Financial Management Services's portfolio in Q2 2026, its #6 holding.
  • RWQ Financial Management Services first reported a position in Broadcom in Q2 2024 and has held it in 9 quarters since.
  • RWQ Financial Management Services's Broadcom position peaked at $18.7M in Q4 2024.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on RWQ Financial Management Services's 13F filing for Q2 2026, filed 22 Jul 2026.