SFWC
AVGO icon

Strategic Family Wealth Counselors’s Broadcom AVGO Stock Holding History

Strategic Family Wealth Counselors’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 		$1.18M Buy
3,130
+118
+4% +$47.3K 0.28% 70
2026
Q1 		$932K Sell
3,012
-4,611
-60% -$1.52M 0.24% 73
2025
Q4 		$2.54M Buy
7,623
+5,357
+236% +$1.92M 0.57% 45
2025
Q3 		$747K Sell
2,266
-75
-3% -$23K 0.19% 79
2025
Q2 		$645K Buy
2,341
+163
+7% +$35.4K 0.18% 77
2025
Q1 		$365K Buy
2,178
+893
+69% +$189K 0.12% 100
2024
Q4 		$298K Buy
+1,285
New +$238K 0.1% 109

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

Strategic Family Wealth Counselors's AVGO Position: Q2 2026 in Review

Strategic Family Wealth Counselors increased its Broadcom (AVGO) stake by 3.9% in Q2 2026, buying an estimated $47.3K and bringing the position to 3,130 shares worth $1.18M. The position accounts for 0.28% of the portfolio, ranked #70.

Strategic Family Wealth Counselors first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.54M in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Strategic Family Wealth Counselors held 3,130 shares of Broadcom worth $1.18M as of Q2 2026.
  • Strategic Family Wealth Counselors bought 118 Broadcom shares in Q2 2026, an estimated $47.3K.
  • Broadcom made up 0.28% of Strategic Family Wealth Counselors's portfolio in Q2 2026, its #70 holding.
  • Strategic Family Wealth Counselors first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • Strategic Family Wealth Counselors's Broadcom position peaked at $2.54M in Q4 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2026, filed 14 Aug 2026.