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Wingate Wealth Advisors’s Broadcom AVGO Stock Holding History

Wingate 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 		$497K Sell
1,315
-10
-0.8% -$4.01K 0.22% 76
2026
Q1 		$410K Sell
1,325
-70
-5% -$23K 0.22% 80
2025
Q4 		$483K Hold
1,395
– – 0.27% 69
2025
Q3 		$460K Buy
1,395
+45
+3% +$13.8K 0.32% 69
2025
Q2 		$372K Hold
1,350
– – 0.33% 71
2025
Q1 		$226K Hold
1,350
– – 0.26% 86
2024
Q4 		$313K Buy
+1,350
New +$250K 0.31% 72

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

Wingate Wealth Advisors's AVGO Position: Q2 2026 in Review

Wingate Wealth Advisors reduced its Broadcom (AVGO) stake by 0.75% in Q2 2026, selling an estimated $4.01K and leaving 1,315 shares worth $497K. The position accounts for 0.22% of the portfolio, ranked #76.

Wingate Wealth Advisors 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.

  • Wingate Wealth Advisors held 1,315 shares of Broadcom worth $497K as of Q2 2026.
  • Wingate Wealth Advisors sold 10 Broadcom shares in Q2 2026, an estimated $4.01K.
  • Broadcom made up 0.22% of Wingate Wealth Advisors's portfolio in Q2 2026, its #76 holding.
  • Wingate Wealth Advisors 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 Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.