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White Knight Strategic Wealth Advisors’s Broadcom AVGO Stock Holding History

White Knight Strategic Wealth Advisors’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 		$1.43M Sell
3,780
-40
-1% -$16K 1% 26
2026
Q1 		$1.18M Sell
3,820
-52
-1% -$17.1K 1% 23
2025
Q4 		$1.34M Buy
3,872
+44
+1% +$15.7K 0.98% 24
2025
Q3 		$1.26M Sell
3,828
-247
-6% -$75.8K 0.99% 24
2025
Q2 		$1.12M Sell
4,075
-10
-0.2% -$2.17K 0.96% 25
2025
Q1 		$684K Sell
4,085
-3,555
-47% -$752K 0.63% 35
2024
Q4 		$1.77M Buy
7,640
+3,820
+100% +$707K 0.74% 28
2024
Q3 		$659K Hold
3,820
– – 0.6% 37
2024
Q2 		$613K Sell
3,820
-40
-1% -$5.61K 0.61% 38
2024
Q1 		$512K Sell
3,860
-50
-1% -$6.2K 0.53% 40
2023
Q4 		$436K Sell
3,910
-100
-2% -$9.47K 0.5% 40
2023
Q3 		$333K Sell
4,010
-300
-7% -$26K 0.44% 43
2023
Q2 		$374K Sell
4,310
-2,390
-36% -$170K 0.44% 42
2023
Q1 		$430K Buy
6,700
+210
+3% +$12.6K 0.54% 38
2022
Q4 		$363K Buy
6,490
+70
+1% +$3.51K 0.5% 48
2022
Q3 		$285K Buy
6,420
+450
+8% +$23K 0.41% 50
2022
Q2 		$290K Buy
5,970
+50
+0.8% +$2.81K 0.4% 50
2022
Q1 		$373K Sell
5,920
-100
-2% -$5.94K 0.4% 50
2021
Q4 		$401K Buy
+6,020
New +$338K 0.42% 52

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

White Knight Strategic Wealth Advisors's AVGO Position: Q2 2026 in Review

White Knight Strategic Wealth Advisors reduced its Broadcom (AVGO) stake by 1% in Q2 2026, selling an estimated $16K and leaving 3,780 shares worth $1.43M. The position accounts for 1% of the portfolio, ranked #26.

White Knight Strategic Wealth Advisors first reported a position in AVGO in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.77M in Q4 2024. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • White Knight Strategic Wealth Advisors held 3,780 shares of Broadcom worth $1.43M as of Q2 2026.
  • White Knight Strategic Wealth Advisors sold 40 Broadcom shares in Q2 2026, an estimated $16K.
  • Broadcom made up 1% of White Knight Strategic Wealth Advisors's portfolio in Q2 2026, its #26 holding.
  • White Knight Strategic Wealth Advisors first reported a position in Broadcom in Q4 2021 and has held it in 19 quarters since.
  • White Knight Strategic Wealth Advisors's Broadcom position peaked at $1.77M in Q4 2024.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.