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Twelve Points Wealth Management’s Broadcom AVGO Stock Holding History

Twelve Points Wealth Management’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 		$351K Hold
930
– – 0.07% 159
2026
Q1 		$288K Buy
930
+20
+2% +$6.58K 0.06% 163
2025
Q4 		$314K Hold
910
– – 0.07% 158
2025
Q3 		$300K Hold
910
– – 0.07% 155
2025
Q2 		$251K Buy
+910
New +$198K 0.07% 164

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

Twelve Points Wealth Management's AVGO Position: Q2 2026 in Review

Twelve Points Wealth Management held its Broadcom (AVGO) position steady in Q2 2026 at 930 shares worth $351K. The position accounts for 0.07% of the portfolio, ranked #159.

Twelve Points Wealth Management first reported a position in AVGO in Q2 2025 and has held it in 5 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Twelve Points Wealth Management held 930 shares of Broadcom worth $351K as of Q2 2026.
  • Twelve Points Wealth Management left its Broadcom share count unchanged in Q2 2026.
  • Broadcom made up 0.07% of Twelve Points Wealth Management's portfolio in Q2 2026, its #159 holding.
  • Twelve Points Wealth Management first reported a position in Broadcom in Q2 2025 and has held it in 5 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Twelve Points Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.