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SK Wealth Management’s Broadcom AVGO Stock Holding History

SK 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 		$274K Buy
648
+1
+0.2% +$401 0.06% 73
2026
Q1 		$203K Sell
647
-12
-2% -$3.95K 0.06% 76
2025
Q4 		$218K Hold
659
– – 0.06% 75
2025
Q3 		$227K Buy
+659
New +$202K 0.08% 78

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

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

SK Wealth Management increased its Broadcom (AVGO) stake by 0.15% in Q2 2026, buying an estimated $401 and bringing the position to 648 shares worth $274K. The position accounts for 0.06% of the portfolio, ranked #73.

SK Wealth Management 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.

  • SK Wealth Management held 648 shares of Broadcom worth $274K as of Q2 2026.
  • SK Wealth Management bought 1 Broadcom share in Q2 2026, an estimated $401.
  • Broadcom made up 0.06% of SK Wealth Management's portfolio in Q2 2026, its #73 holding.
  • SK Wealth Management 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 SK Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.