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Yarger Wealth Strategies’s Broadcom AVGO Stock Holding History

Yarger Wealth Strategies’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 		$2.2M Buy
5,502
+1,667
+43% +$668K 0.79% 37
2026
Q1 		$1.19M Buy
3,835
+746
+24% +$245K 0.48% 43
2025
Q4 		$1.07M Buy
3,089
+400
+15% +$143K 0.46% 43
2025
Q3 		$887K Sell
2,689
-5
-0.2% -$1.53K 0.41% 48
2025
Q2 		$743K Buy
2,694
+739
+38% +$160K 0.39% 50
2025
Q1 		$327K Buy
1,955
+142
+8% +$30.1K 0.19% 69
2024
Q4 		$420K Buy
1,813
+559
+45% +$103K 0.24% 56
2024
Q3 		$216K Buy
+1,254
New +$201K 0.12% 89

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

Yarger Wealth Strategies's AVGO Position: Q2 2026 in Review

Yarger Wealth Strategies increased its Broadcom (AVGO) stake by 43% in Q2 2026, buying an estimated $668K and bringing the position to 5,502 shares worth $2.2M. The position accounts for 0.79% of the portfolio, ranked #37.

Yarger Wealth Strategies first reported a position in AVGO in Q3 2024 and has held it in 8 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Yarger Wealth Strategies held 5,502 shares of Broadcom worth $2.2M as of Q2 2026.
  • Yarger Wealth Strategies bought 1,667 Broadcom shares in Q2 2026, an estimated $668K.
  • Broadcom made up 0.79% of Yarger Wealth Strategies's portfolio in Q2 2026, its #37 holding.
  • Yarger Wealth Strategies first reported a position in Broadcom in Q3 2024 and has held it in 8 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Yarger Wealth Strategies's 13F filing for Q2 2026, filed 14 Jul 2026.