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Strategies Wealth Advisors’s Broadcom AVGO Stock Holding History

Strategies Wealth Advisors’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 		$1.61M Sell
4,255
-22
-0.5% -$8.82K 0.14% 60
2026
Q1 		$1.32M Buy
4,277
+210
+5% +$69.1K 0.13% 54
2025
Q4 		$1.41M Buy
4,067
+1,007
+33% +$360K 0.14% 48
2025
Q3 		$1.01M Sell
3,060
-34
-1% -$10.4K 0.11% 59
2025
Q2 		$853K Sell
3,094
-1,447
-32% -$314K 0.09% 63
2025
Q1 		$760K Buy
4,541
+2,724
+150% +$577K 0.09% 67
2024
Q4 		$429K Buy
+1,817
New +$336K 0.05% 89

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

Strategies Wealth Advisors's AVGO Position: Q2 2026 in Review

Strategies Wealth Advisors reduced its Broadcom (AVGO) stake by 0.51% in Q2 2026, selling an estimated $8.82K and leaving 4,255 shares worth $1.61M. The position accounts for 0.14% of the portfolio, ranked #60.

Strategies Wealth Advisors first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Strategies Wealth Advisors held 4,255 shares of Broadcom worth $1.61M as of Q2 2026.
  • Strategies Wealth Advisors sold 22 Broadcom shares in Q2 2026, an estimated $8.82K.
  • Broadcom made up 0.14% of Strategies Wealth Advisors's portfolio in Q2 2026, its #60 holding.
  • Strategies Wealth Advisors first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.