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Strategic Investment Solutions’s Broadcom AVGO Stock Holding History

Strategic Investment Solutions’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 		$840K Buy
2,222
+1,615
+266% +$648K 0.19% 77
2026
Q1 		$188K Sell
607
-91
-13% -$29.9K 0.05% 153
2025
Q4 		$242K Sell
698
-419
-38% -$150K 0.06% 124
2025
Q3 		$369K Buy
1,117
+1,092
+4,368% +$335K 0.1% 105
2025
Q2 		$6.89K Sell
25
-481
-95% -$104K ﹤0.01% 403
2025
Q1 		$84.7K Buy
506
+276
+120% +$58.4K 0.02% 155
2024
Q4 		$53.3K Hold
230
– – 0.02% 194
2024
Q3 		$39.7K Sell
230
-2,070
-90% -$332K 0.01% 210
2024
Q2 		$37K Buy
+2,300
New +$322K 0.01% 200
2023
Q4 		$25.7K Sell
230
-14,700
-98% -$1.39M ﹤0.01% 610
2023
Q3 		$1.29M Buy
14,930
+14,700
+6,391% +$1.27M 0.02% 279
2023
Q2 		$18.2K Buy
+230
New +$16.4K ﹤0.01% 479

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 Investment Solutions's AVGO Position: Q2 2026 in Review

Strategic Investment Solutions increased its Broadcom (AVGO) stake by 266% in Q2 2026, buying an estimated $648K and bringing the position to 2,222 shares worth $840K. The position accounts for 0.19% of the portfolio, ranked #77.

Strategic Investment Solutions first reported a position in AVGO in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.29M in Q3 2023. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Strategic Investment Solutions held 2,222 shares of Broadcom worth $840K as of Q2 2026.
  • Strategic Investment Solutions bought 1,615 Broadcom shares in Q2 2026, an estimated $648K.
  • Broadcom made up 0.19% of Strategic Investment Solutions's portfolio in Q2 2026, its #77 holding.
  • Strategic Investment Solutions first reported a position in Broadcom in Q2 2023 and has held it in 12 quarters since.
  • Strategic Investment Solutions's Broadcom position peaked at $1.29M in Q3 2023.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.