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WoodTrust Financial’s Broadcom AVGO Stock Holding History

WoodTrust Financial’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 		$1.39M Buy
3,688
+50
+1% +$20K 0.17% 80
2026
Q1 		$1.13M Sell
3,638
-267
-7% -$87.9K 0.15% 79
2025
Q4 		$1.35M Hold
3,905
– – 0.16% 79
2025
Q3 		$1.29M Buy
3,905
+50
+1% +$15.3K 0.15% 81
2025
Q2 		$1.06M Hold
3,855
– – 0.14% 83
2025
Q1 		$645K Buy
3,855
+2,049
+113% +$434K 0.09% 102
2024
Q4 		$419K Buy
1,806
+16
+0.9% +$2.96K 0.06% 126
2024
Q3 		$309K Buy
1,790
+30
+2% +$4.81K 0.04% 144
2024
Q2 		$283K Sell
1,760
-40
-2% -$5.61K 0.04% 145
2024
Q1 		$239 Sell
1,800
-840
-32% -$104K 0.04% 153
2023
Q4 		$295K Buy
+2,640
New +$250K 0.05% 136

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

WoodTrust Financial's AVGO Position: Q2 2026 in Review

WoodTrust Financial increased its Broadcom (AVGO) stake by 1.4% in Q2 2026, buying an estimated $20K and bringing the position to 3,688 shares worth $1.39M. The position accounts for 0.17% of the portfolio, ranked #80.

WoodTrust Financial first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • WoodTrust Financial held 3,688 shares of Broadcom worth $1.39M as of Q2 2026.
  • WoodTrust Financial bought 50 Broadcom shares in Q2 2026, an estimated $20K.
  • Broadcom made up 0.17% of WoodTrust Financial's portfolio in Q2 2026, its #80 holding.
  • WoodTrust Financial first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on WoodTrust Financial's 13F filing for Q2 2026, filed 27 Jul 2026.