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Spurstone Advisory Services’s Broadcom AVGO Stock Holding History

Spurstone Advisory Services’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 		– Sell
-11
Closed -$3.4K – 100
2026
Q1 		$3.4K Buy
+11
New +$3.62K 0.06% 36
2025
Q3 		– Sell
-270
Closed -$74.4K – 120
2025
Q2 		$74.4K Buy
+270
New +$58.6K 1.13% 17

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

Spurstone Advisory Services's AVGO Position: Q2 2026 in Review

Spurstone Advisory Services sold out of Broadcom (AVGO) in Q2 2026, closing a stake of 11 shares — an estimated $3.4K sold.

Spurstone Advisory Services first reported a position in AVGO in Q2 2025 and held it in 2 quarters. The position peaked at $74.4K in Q2 2025. 4,842 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Spurstone Advisory Services reported no remaining Broadcom position as of Q2 2026 after selling out during the quarter.
  • Spurstone Advisory Services sold 11 Broadcom shares in Q2 2026, an estimated $3.4K.
  • Spurstone Advisory Services first reported a position in Broadcom in Q2 2025 and held it in 2 quarters.
  • Spurstone Advisory Services's Broadcom position peaked at $74.4K in Q2 2025.
  • 4,842 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Spurstone Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.