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TritonPoint Wealth’s Broadcom AVGO Stock Holding History

TritonPoint 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 		$3.16M Sell
8,372
-258
-3% -$103K 0.31% 78
2026
Q1 		$2.67M Buy
8,630
+117
+1% +$38.5K 0.29% 81
2025
Q4 		$2.95M Sell
8,513
-5,863
-41% -$2.1M 0.3% 77
2025
Q3 		$4.74M Sell
14,376
-1,212
-8% -$372K 0.41% 65
2025
Q2 		$4.3M Buy
15,588
+394
+3% +$85.6K 0.4% 67
2025
Q1 		$2.54M Buy
15,194
+908
+6% +$192K 0.24% 97
2024
Q4 		$3.31M Buy
14,286
+2,102
+17% +$389K 0.3% 84
2024
Q3 		$2.1M Buy
12,184
+364
+3% +$58.4K 0.19% 110
2024
Q2 		$1.9M Buy
11,820
+600
+5% +$84.1K 0.18% 114
2024
Q1 		$1.26M Sell
11,220
-320
-3% -$39.6K 0.13% 131
2023
Q4 		$1.29M Buy
+11,540
New +$1.09M 0.13% 134

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

TritonPoint Wealth's AVGO Position: Q2 2026 in Review

TritonPoint Wealth reduced its Broadcom (AVGO) stake by 3% in Q2 2026, selling an estimated $103K and leaving 8,372 shares worth $3.16M. The position accounts for 0.31% of the portfolio, ranked #78.

TritonPoint Wealth first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.74M in Q3 2025. 4,851 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • TritonPoint Wealth held 8,372 shares of Broadcom worth $3.16M as of Q2 2026.
  • TritonPoint Wealth sold 258 Broadcom shares in Q2 2026, an estimated $103K.
  • Broadcom made up 0.31% of TritonPoint Wealth's portfolio in Q2 2026, its #78 holding.
  • TritonPoint Wealth first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • TritonPoint Wealth's Broadcom position peaked at $4.74M in Q3 2025.
  • 4,851 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.