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Strategic Wealth Investment Group’s Broadcom AVGO Stock Holding History

Strategic Wealth Investment Group’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 		$24.2M Sell
64,070
-6,415
-9% -$2.57M 2.93% 7
2026
Q1 		$21.8M Buy
70,485
+96
+0.1% +$31.6K 2.77% 9
2025
Q4 		$24.4M Sell
70,389
-31,699
-31% -$11.3M 2.99% 8
2025
Q3 		$33.7M Buy
102,088
+94,636
+1,270% +$29M 2.83% 9
2025
Q2 		$2.05M Buy
7,452
+426
+6% +$92.5K 2.97% 9
2025
Q1 		$1.18M Sell
7,026
-101,532
-94% -$21.5M 2.05% 20
2024
Q4 		$25.2M Buy
108,558
+609
+0.6% +$113K 2.78% 12
2024
Q3 		$18.1M Buy
107,949
+106,509
+7,396% +$17.1M 1.94% 14
2024
Q2 		$236K Buy
+1,440
New +$202K 0.03% 124
2023
Q4 		$382K Buy
3,420
+120
+4% +$11.4K 0.06% 92
2023
Q3 		$274K Sell
3,300
-790
-19% -$68.5K 0.05% 89
2023
Q2 		$355K Buy
4,090
+490
+14% +$34.9K 0.06% 96
2023
Q1 		$231K Sell
3,600
-1,400
-28% -$84.2K 0.04% 119
2022
Q4 		$287K Buy
+5,000
New +$251K 0.07% 98
2022
Q2 		– Sell
-3,310
Closed -$208K – 137
2022
Q1 		$208K Buy
3,310
+240
+8% +$14.3K 0.05% 94
2021
Q4 		$204K Buy
+3,070
New +$173K 0.05% 80

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 Wealth Investment Group's AVGO Position: Q2 2026 in Review

Strategic Wealth Investment Group reduced its Broadcom (AVGO) stake by 9.1% in Q2 2026, selling an estimated $2.57M and leaving 64,070 shares worth $24.2M. The position accounts for 2.93% of the portfolio, ranked #7.

Strategic Wealth Investment Group first reported a position in AVGO in Q4 2021 and has held it in 16 quarters since. The position peaked at $33.7M in Q3 2025. 4,846 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Strategic Wealth Investment Group held 64,070 shares of Broadcom worth $24.2M as of Q2 2026.
  • Strategic Wealth Investment Group sold 6,415 Broadcom shares in Q2 2026, an estimated $2.57M.
  • Broadcom made up 2.93% of Strategic Wealth Investment Group's portfolio in Q2 2026, its #7 holding.
  • Strategic Wealth Investment Group first reported a position in Broadcom in Q4 2021 and has held it in 16 quarters since.
  • Strategic Wealth Investment Group's Broadcom position peaked at $33.7M in Q3 2025.
  • 4,846 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q2 2026, filed 4 Aug 2026.