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Wealthcare Capital Management’s Broadcom AVGO Stock Holding History

Wealthcare Capital 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 		– Sell
-907
Closed -$281K – 106
2026
Q1 		$281K Sell
907
-252
-22% -$82.9K 0.03% 80
2025
Q4 		$401K Hold
1,159
– – 0.04% 59
2025
Q3 		$382K Sell
1,159
-106
-8% -$32.5K 0.04% 63
2025
Q2 		$349K Sell
1,265
-699
-36% -$152K 0.04% 61
2025
Q1 		$329K Buy
1,964
+252
+15% +$53.3K 0.03% 66
2024
Q4 		$397K Sell
1,712
-44
-3% -$8.14K 0.04% 64
2024
Q3 		$303K Buy
1,756
+126
+8% +$20.2K 0.03% 69
2024
Q2 		$262K Buy
+1,630
New +$228K 0.03% 73
2021
Q2 		– Sell
-660
Closed -$31K – 126
2021
Q1 		$31K Buy
+660
New +$30.5K ﹤0.01% 182
2020
Q2 		– Sell
-10
Closed – – 68
2020
Q1 		$0 Sell
10
-310
-97% -$8.73K ﹤0.01% 277
2019
Q4 		$10K Buy
+320
New +$9.72K ﹤0.01% 185

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

Wealthcare Capital Management's AVGO Position: Q2 2026 in Review

Wealthcare Capital Management sold out of Broadcom (AVGO) in Q2 2026, closing a stake of 907 shares — an estimated $281K sold.

Wealthcare Capital Management first reported a position in AVGO in Q4 2019 and held it in 11 quarters. The position peaked at $401K in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Wealthcare Capital Management reported no remaining Broadcom position as of Q2 2026 after selling out during the quarter.
  • Wealthcare Capital Management sold 907 Broadcom shares in Q2 2026, an estimated $281K.
  • Wealthcare Capital Management first reported a position in Broadcom in Q4 2019 and held it in 11 quarters.
  • Wealthcare Capital Management's Broadcom position peaked at $401K in Q4 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Wealthcare Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.