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Westwood Wealth Management’s Broadcom AVGO Stock Holding History

Westwood 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 		$16.7M Sell
44,290
-425
-1% -$170K 4.85% 5
2026
Q1 		$13.8M Buy
44,715
+44,129
+7,531% +$14.5M 5.43% 4
2025
Q4 		$203K Sell
586
-39,389
-99% -$14.1M 0.15% 103
2025
Q3 		$13.2M Sell
39,975
-19,400
-33% -$5.95M 4.84% 5
2025
Q2 		$16.4M Sell
59,375
-525
-0.9% -$114K 5.5% 5
2025
Q1 		$10M Buy
59,900
+1,150
+2% +$243K 4.32% 6
2024
Q4 		$13.6M Sell
58,750
-750
-1% -$139K 4.92% 5
2024
Q3 		$10.3M Buy
59,500
+4,750
+9% +$762K 4.02% 7
2024
Q2 		$8.79M Hold
54,750
– – 3.28% 9
2024
Q1 		$7.26M Buy
54,750
+6,750
+14% +$836K 3.55% 8
2023
Q4 		$5.36M Buy
48,000
+4,500
+10% +$426K 4.13% 5
2023
Q3 		$3.61M Buy
+43,500
New +$3.77M 2.39% 8

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

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

Westwood Wealth Management reduced its Broadcom (AVGO) stake by 0.95% in Q2 2026, selling an estimated $170K and leaving 44,290 shares worth $16.7M. The position accounts for 4.85% of the portfolio, ranked #5.

Westwood Wealth Management first reported a position in AVGO in Q3 2023 and has held it in 12 quarters since. 4,857 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Westwood Wealth Management held 44,290 shares of Broadcom worth $16.7M as of Q2 2026.
  • Westwood Wealth Management sold 425 Broadcom shares in Q2 2026, an estimated $170K.
  • Broadcom made up 4.85% of Westwood Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Westwood Wealth Management first reported a position in Broadcom in Q3 2023 and has held it in 12 quarters since.
  • 4,857 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Westwood Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.