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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 		$113K Buy
+300
New +$120K 0.04% 162

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

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.