Schneider Downs Wealth Management Advisors’s Broadcom AVGO Stock Holding History

Schneider Downs Wealth Management Advisors’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	$1.03M	Buy	2,721 +617	+29%	+$247K	0.1%	77
2026 Q1	$651K	Sell	2,104 -497	-19%	-$164K	0.07%	83
2025 Q4	$900K	Buy	+2,601	New	+$930K	0.1%	70
2022 Q4	–	Sell	-6,130	Closed	-$272K	–	117
2022 Q3	$272K	Sell	6,130 -60	-1%	-$3.06K	0.08%	96
2022 Q2	$301K	Hold	6,190	–	–	0.08%	97
2022 Q1	$390K	Sell	6,190 -360	-5%	-$21.4K	0.1%	88
2021 Q4	$436K	Sell	6,550 -30	-0.5%	-$1.69K	0.1%	89
2021 Q3	$319K	Sell	6,580 -10	-0.2%	-$486	0.08%	104
2021 Q2	$314K	Buy	6,590 +80	+1%	+$3.71K	0.08%	99
2021 Q1	$302K	Buy	+6,510	New	+$301K	0.07%	97

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 $3.37T AUM 44.26% 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

Schneider Downs Wealth Management Advisors's AVGO Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors increased its Broadcom (AVGO) stake by 29% in Q2 2026, buying an estimated $247K and bringing the position to 2,721 shares worth $1.03M. The position accounts for 0.1% of the portfolio, ranked #77.

Schneider Downs Wealth Management Advisors first reported a position in AVGO in Q1 2021 and has held it in 10 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Schneider Downs Wealth Management Advisors held 2,721 shares of Broadcom worth $1.03M as of Q2 2026.
Schneider Downs Wealth Management Advisors bought 617 Broadcom shares in Q2 2026, an estimated $247K.
Broadcom made up 0.1% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #77 holding.
Schneider Downs Wealth Management Advisors first reported a position in Broadcom in Q1 2021 and has held it in 10 quarters since.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.