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Shelton Wealth Management’s Broadcom AVGO Stock Holding History

Shelton 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
2025
Q3 		– Sell
-3,600
Closed -$992K – 157
2025
Q2 		$992K Buy
+3,600
New +$782K 0.48% 74

Other funds holding AVGO

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

Shelton Wealth Management increased its Broadcom (AVGO) stake by 5.2% in Q2 2026, buying an estimated $77K and bringing the position to 3,852 shares worth $1.46M. The position accounts for 0.57% of the portfolio, ranked #60.

Shelton Wealth Management first reported a position in AVGO in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.48M in Q2 2025. 2,466 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Shelton Wealth Management held 3,852 shares of Broadcom worth $1.46M as of Q2 2026.
  • Shelton Wealth Management bought 192 Broadcom shares in Q2 2026, an estimated $77K.
  • Broadcom made up 0.57% of Shelton Wealth Management's portfolio in Q2 2026, its #60 holding.
  • Shelton Wealth Management first reported a position in Broadcom in Q4 2021 and has held it in 19 quarters since.
  • Shelton Wealth Management's Broadcom position peaked at $1.48M in Q2 2025.
  • 2,466 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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