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Watershed Private Wealth’s Broadcom AVGO Stock Holding History

Watershed Private 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 		$627K Sell
1,660
-1,558
-48% -$625K 0.18% 74
2026
Q1 		$996K Sell
3,218
-16
-0.5% -$5.26K 0.31% 53
2025
Q4 		$1.12M Buy
3,234
+350
+12% +$125K 0.34% 52
2025
Q3 		$951K Sell
2,884
-16
-0.6% -$4.91K 0.3% 55
2025
Q2 		$799K Hold
2,900
– – 0.29% 55
2025
Q1 		$486K Sell
2,900
-9
-0.3% -$1.91K 0.19% 67
2024
Q4 		$674K Sell
2,909
-175
-6% -$32.4K 0.26% 61
2024
Q3 		$532K Buy
3,084
+184
+6% +$29.5K 0.21% 63
2024
Q2 		$466K Hold
2,900
– – 0.2% 76
2024
Q1 		$384K Hold
2,900
– – 0.17% 85
2023
Q4 		$324K Buy
+2,900
New +$275K 0.18% 81

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

Watershed Private Wealth's AVGO Position: Q2 2026 in Review

Watershed Private Wealth reduced its Broadcom (AVGO) stake by 48% in Q2 2026, selling an estimated $625K and leaving 1,660 shares worth $627K. The position accounts for 0.18% of the portfolio, ranked #74.

Watershed Private Wealth first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.12M in Q4 2025. 4,801 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Watershed Private Wealth held 1,660 shares of Broadcom worth $627K as of Q2 2026.
  • Watershed Private Wealth sold 1,558 Broadcom shares in Q2 2026, an estimated $625K.
  • Broadcom made up 0.18% of Watershed Private Wealth's portfolio in Q2 2026, its #74 holding.
  • Watershed Private Wealth first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • Watershed Private Wealth's Broadcom position peaked at $1.12M in Q4 2025.
  • 4,801 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Watershed Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.