Trajan Wealth’s Broadcom AVGO Stock Holding History

Trajan Wealth’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	–	Sell	-2,316	Closed	-$717K	–	154
2026 Q1	$717K	Buy	2,316 +824	+55%	+$271K	0.03%	113
2025 Q4	$516K	Buy	1,492 +269	+22%	+$96.2K	0.02%	115
2025 Q3	$404K	Buy	+1,223	New	+$375K	0.02%	122

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Trajan Wealth's AVGO Position: Q2 2026 in Review

Trajan Wealth sold out of Broadcom (AVGO) in Q2 2026, closing a stake of 2,316 shares — an estimated $717K sold.

Trajan Wealth first reported a position in AVGO in Q3 2025 and held it in 3 quarters. The position peaked at $717K in Q1 2026. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Trajan Wealth reported no remaining Broadcom position as of Q2 2026 after selling out during the quarter.
Trajan Wealth sold 2,316 Broadcom shares in Q2 2026, an estimated $717K.
Trajan Wealth first reported a position in Broadcom in Q3 2025 and held it in 3 quarters.
Trajan Wealth's Broadcom position peaked at $717K in Q1 2026.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Trajan Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.