StoneCrest Wealth Management’s Broadcom AVGO Stock Holding History

StoneCrest 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	$4.28M	Buy	11,333 +7,841	+225%	+$3.14M	1.37%	30
2026 Q1	$1.08M	Sell	3,492 -119	-3%	-$39.2K	0.46%	45
2025 Q4	$1.25M	Buy	3,611 +610	+20%	+$218K	0.5%	45
2025 Q3	$990K	Sell	3,001 -29	-1%	-$8.9K	0.43%	46
2025 Q2	$835K	Buy	3,030 +237	+8%	+$51.5K	0.4%	47
2025 Q1	$468K	Buy	2,793 +616	+28%	+$130K	0.3%	53
2024 Q4	$505K	Buy	+2,177	New	+$403K	0.33%	47

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

StoneCrest Wealth Management increased its Broadcom (AVGO) stake by 225% in Q2 2026, buying an estimated $3.14M and bringing the position to 11,333 shares worth $4.28M. The position accounts for 1.37% of the portfolio, ranked #30.

StoneCrest Wealth Management first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

StoneCrest Wealth Management held 11,333 shares of Broadcom worth $4.28M as of Q2 2026.
StoneCrest Wealth Management bought 7,841 Broadcom shares in Q2 2026, an estimated $3.14M.
Broadcom made up 1.37% of StoneCrest Wealth Management's portfolio in Q2 2026, its #30 holding.
StoneCrest Wealth Management first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on StoneCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.