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Venturi Wealth Management’s Broadcom AVGO Stock Holding History

Venturi 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 		$42.6M Buy
112,791
+661
+0.6% +$265K 1.65% 14
2026
Q1 		$34.7M Sell
112,130
-4,741
-4% -$1.56M 1.56% 15
2025
Q4 		$40.4M Buy
116,871
+1,787
+2% +$639K 1.8% 12
2025
Q3 		$38M Sell
115,084
-3,971
-3% -$1.22M 1.76% 11
2025
Q2 		$32.8M Sell
119,055
-6,653
-5% -$1.44M 1.62% 15
2025
Q1 		$21M Sell
125,708
-10,950
-8% -$2.32M 1.1% 16
2024
Q4 		$31.7M Buy
136,658
+15,309
+13% +$2.83M 1.56% 12
2024
Q3 		$20.9M Buy
121,349
+86,369
+247% +$13.8M 1.1% 19
2024
Q2 		$5.62M Buy
34,980
+5,140
+17% +$720K 0.33% 61
2024
Q1 		$3.95M Buy
29,840
+140
+0.5% +$17.3K 0.25% 68
2023
Q4 		$3.32M Buy
29,700
+11,300
+61% +$1.07M 0.23% 68
2023
Q3 		$1.53M Buy
18,400
+4,890
+36% +$424K 0.12% 100
2023
Q2 		$1.17M Buy
13,510
+8,470
+168% +$604K 0.09% 125
2023
Q1 		$323K Sell
5,040
-10
-0.2% -$602 0.03% 274
2022
Q4 		$282K Sell
5,050
-20
-0.4% -$1K 0.02% 287
2022
Q3 		$225K Buy
+5,070
New +$259K 0.02% 297
2020
Q2 		– Sell
-20,630
Closed -$489K – 253
2020
Q1 		$489K Buy
+20,630
New +$581K 0.08% 129
2019
Q3 		– Sell
-9,210
Closed -$265K – 228
2019
Q2 		$265K Buy
9,210
+360
+4% +$10.5K 0.04% 219
2019
Q1 		$271K Buy
+8,850
New +$240K 0.04% 217
2016
Q4 		– Sell
-17,960
Closed -$310K – 149
2016
Q3 		$310K Buy
17,960
+2,600
+17% +$43.5K 0.1% 121
2016
Q2 		$239K Buy
+15,360
New +$234K 0.08% 127

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

Venturi Wealth Management's AVGO Position: Q2 2026 in Review

Venturi Wealth Management increased its Broadcom (AVGO) stake by 0.59% in Q2 2026, buying an estimated $265K and bringing the position to 112,791 shares worth $42.6M. The position accounts for 1.65% of the portfolio, ranked #14.

Venturi Wealth Management first reported a position in AVGO in Q2 2016 and has held it in 21 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Venturi Wealth Management held 112,791 shares of Broadcom worth $42.6M as of Q2 2026.
  • Venturi Wealth Management bought 661 Broadcom shares in Q2 2026, an estimated $265K.
  • Broadcom made up 1.65% of Venturi Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Venturi Wealth Management first reported a position in Broadcom in Q2 2016 and has held it in 21 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.