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WealthTrak Capital Management’s Broadcom AVGO Stock Holding History

WealthTrak 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 		$860K Hold
2,276
– – 0.57% 42
2026
Q1 		$704K Buy
2,276
+29
+1% +$9.54K 0.5% 46
2025
Q4 		$778K Buy
2,247
+186
+9% +$66.5K 0.56% 44
2025
Q3 		$680K Buy
2,061
+231
+13% +$70.9K 0.56% 47
2025
Q2 		$504K Buy
1,830
+81
+5% +$17.6K 0.42% 49
2025
Q1 		$293K Buy
1,749
+91
+5% +$19.3K 0.25% 62
2024
Q4 		$384K Buy
+1,658
New +$307K 0.33% 53

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

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

WealthTrak Capital Management held its Broadcom (AVGO) position steady in Q2 2026 at 2,276 shares worth $860K. The position accounts for 0.57% of the portfolio, ranked #42.

WealthTrak Capital Management first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • WealthTrak Capital Management held 2,276 shares of Broadcom worth $860K as of Q2 2026.
  • WealthTrak Capital Management left its Broadcom share count unchanged in Q2 2026.
  • Broadcom made up 0.57% of WealthTrak Capital Management's portfolio in Q2 2026, its #42 holding.
  • WealthTrak Capital Management first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on WealthTrak Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.