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SHP Wealth Management’s Broadcom AVGO Stock Holding History

SHP 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 		$3.18M Buy
8,414
+401
+5% +$161K 0.22% 35
2026
Q1 		$2.48M Buy
8,013
+180
+2% +$59.2K 0.19% 39
2025
Q4 		$2.71M Buy
+7,833
New +$2.8M 0.21% 35

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management increased its Broadcom (AVGO) stake by 5% in Q2 2026, buying an estimated $161K and bringing the position to 8,414 shares worth $3.18M. The position accounts for 0.22% of the portfolio, ranked #35.

SHP Wealth Management first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. 4,855 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • SHP Wealth Management held 8,414 shares of Broadcom worth $3.18M as of Q2 2026.
  • SHP Wealth Management bought 401 Broadcom shares in Q2 2026, an estimated $161K.
  • Broadcom made up 0.22% of SHP Wealth Management's portfolio in Q2 2026, its #35 holding.
  • SHP Wealth Management first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
  • 4,855 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.