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U.S. Wealth Group’s Broadcom AVGO Stock Holding History

U.S. Wealth 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 		$3.12M Sell
8,261
-3,091
-27% -$1.24M 1.87% 21
2026
Q1 		$3.51M Sell
11,352
-148
-1% -$48.7K 2.38% 17
2025
Q4 		$3.98M Sell
11,500
-112
-1% -$40.1K 2.62% 14
2025
Q3 		$3.83M Sell
11,612
-1,283
-10% -$394K 2.5% 14
2025
Q2 		$3.55M Buy
+12,895
New +$2.8M 2.77% 13

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

U.S. Wealth Group's AVGO Position: Q2 2026 in Review

U.S. Wealth Group reduced its Broadcom (AVGO) stake by 27% in Q2 2026, selling an estimated $1.24M and leaving 8,261 shares worth $3.12M. The position accounts for 1.87% of the portfolio, ranked #21.

U.S. Wealth Group first reported a position in AVGO in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.98M in Q4 2025. 4,842 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • U.S. Wealth Group held 8,261 shares of Broadcom worth $3.12M as of Q2 2026.
  • U.S. Wealth Group sold 3,091 Broadcom shares in Q2 2026, an estimated $1.24M.
  • Broadcom made up 1.87% of U.S. Wealth Group's portfolio in Q2 2026, its #21 holding.
  • U.S. Wealth Group first reported a position in Broadcom in Q2 2025 and has held it in 5 quarters since.
  • U.S. Wealth Group's Broadcom position peaked at $3.98M in Q4 2025.
  • 4,842 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on U.S. Wealth Group's 13F filing for Q2 2026, filed 10 Sep 2026.