Strait & Sound Wealth Management’s Broadcom AVGO Stock Holding History

Strait & Sound 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	$2.18M	Sell	5,759 -817	-12%	-$328K	0.76%	34
2026 Q1	$2.04M	Buy	6,576 +24	+0.4%	+$7.9K	0.76%	33
2025 Q4	$2.27M	Sell	6,552 -52	-0.8%	-$18.6K	0.84%	26
2025 Q3	$2.18M	Sell	6,604 -464	-7%	-$142K	0.84%	27
2025 Q2	$1.95M	Sell	7,068 -150	-2%	-$32.6K	0.83%	27
2025 Q1	$1.21M	Sell	7,218 -773	-10%	-$164K	0.56%	40
2024 Q4	$1.85M	Buy	7,991 +41	+0.5%	+$7.58K	0.86%	20
2024 Q3	$1.37M	Sell	7,950 -600	-7%	-$96.2K	0.67%	28
2024 Q2	$1.37M	Buy	8,550 +2,170	+34%	+$304K	0.7%	24
2024 Q1	$882K	Buy	6,380 +430	+7%	+$53.3K	0.49%	35
2023 Q4	$657K	Buy	5,950 +60	+1%	+$5.68K	0.41%	43
2023 Q3	$489K	Buy	+5,890	New	+$511K	0.42%	54

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

Strait & Sound Wealth Management's AVGO Position: Q2 2026 in Review

Strait & Sound Wealth Management reduced its Broadcom (AVGO) stake by 12% in Q2 2026, selling an estimated $328K and leaving 5,759 shares worth $2.18M. The position accounts for 0.76% of the portfolio, ranked #34.

Strait & Sound Wealth Management first reported a position in AVGO in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.27M in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Strait & Sound Wealth Management held 5,759 shares of Broadcom worth $2.18M as of Q2 2026.
Strait & Sound Wealth Management sold 817 Broadcom shares in Q2 2026, an estimated $328K.
Broadcom made up 0.76% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #34 holding.
Strait & Sound Wealth Management first reported a position in Broadcom in Q3 2023 and has held it in 12 quarters since.
Strait & Sound Wealth Management's Broadcom position peaked at $2.27M in Q4 2025.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.