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Verus Wealth Management’s Broadcom AVGO Stock Holding History

Verus 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 		$510K Sell
1,349
-2
-0.1% -$802 0.42% 38
2026
Q1 		$418K Hold
1,351
– – 0.39% 37
2025
Q4 		$468K Sell
1,351
-270
-17% -$96.6K 0.44% 36
2025
Q3 		$535K Hold
1,621
– – 0.5% 37
2025
Q2 		$447K Buy
1,621
+71
+5% +$15.4K 0.45% 37
2025
Q1 		$260K Sell
1,550
-234
-13% -$49.5K 0.28% 47
2024
Q4 		$414K Buy
+1,784
New +$330K 0.46% 36

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

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

Verus Wealth Management reduced its Broadcom (AVGO) stake by 0.15% in Q2 2026, selling an estimated $802 and leaving 1,349 shares worth $510K. The position accounts for 0.42% of the portfolio, ranked #38.

Verus Wealth Management first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. The position peaked at $535K in Q3 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Verus Wealth Management held 1,349 shares of Broadcom worth $510K as of Q2 2026.
  • Verus Wealth Management sold 2 Broadcom shares in Q2 2026, an estimated $802.
  • Broadcom made up 0.42% of Verus Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Verus Wealth Management first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • Verus Wealth Management's Broadcom position peaked at $535K in Q3 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Verus Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.