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Veridan Wealth’s Broadcom AVGO Stock Holding History

Veridan 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 		$495K Sell
1,311
-89
-6% -$35.7K 0.17% 52
2026
Q1 		$433K Buy
1,400
+92
+7% +$30.3K 0.16% 56
2025
Q4 		$453K Buy
1,308
+2
+0.2% +$715 0.15% 52
2025
Q3 		$431K Buy
+1,306
New +$401K 0.15% 55
2025
Q1 		$236K Buy
1,412
+35
+3% +$7.41K 0.11% 70
2024
Q4 		$300K Buy
+1,377
New +$255K 0.14% 67
2024
Q2 		$381K Buy
+13,840
New +$1.94M 0.15% 55

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 $3.38T AUM 44.17% 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

Veridan Wealth's AVGO Position: Q2 2026 in Review

Veridan Wealth reduced its Broadcom (AVGO) stake by 6.4% in Q2 2026, selling an estimated $35.7K and leaving 1,311 shares worth $495K. The position accounts for 0.17% of the portfolio, ranked #52.

Veridan Wealth first reported a position in AVGO in Q2 2024 and has held it in 7 quarters since. 4,859 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Veridan Wealth held 1,311 shares of Broadcom worth $495K as of Q2 2026.
  • Veridan Wealth sold 89 Broadcom shares in Q2 2026, an estimated $35.7K.
  • Broadcom made up 0.17% of Veridan Wealth's portfolio in Q2 2026, its #52 holding.
  • Veridan Wealth first reported a position in Broadcom in Q2 2024 and has held it in 7 quarters since.
  • 4,859 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Veridan Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.