SWA
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Serenus Wealth Advisors’s Broadcom AVGO Stock Holding History

Serenus Wealth 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 		$328K Sell
869
-21
-2% -$8.42K 0.06% 56
2026
Q1 		$275K Sell
890
-57
-6% -$18.8K 0.05% 56
2025
Q4 		$328K Buy
947
+334
+54% +$119K 0.06% 52
2025
Q3 		$202K Buy
+613
New +$188K 0.03% 63

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

Serenus Wealth Advisors's AVGO Position: Q2 2026 in Review

Serenus Wealth Advisors reduced its Broadcom (AVGO) stake by 2.4% in Q2 2026, selling an estimated $8.42K and leaving 869 shares worth $328K. The position accounts for 0.06% of the portfolio, ranked #56.

Serenus Wealth Advisors first reported a position in AVGO in Q3 2025 and has held it in 4 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Serenus Wealth Advisors held 869 shares of Broadcom worth $328K as of Q2 2026.
  • Serenus Wealth Advisors sold 21 Broadcom shares in Q2 2026, an estimated $8.42K.
  • Broadcom made up 0.06% of Serenus Wealth Advisors's portfolio in Q2 2026, its #56 holding.
  • Serenus Wealth Advisors first reported a position in Broadcom in Q3 2025 and has held it in 4 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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