4A
AVGO icon

4Wealth Advisors’s Broadcom AVGO Stock Holding History

4Wealth 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 		$746K Sell
2,004
-219
-10% -$87.8K 0.57% 55
2026
Q1 		$652K Buy
2,223
+185
+9% +$60.9K 0.56% 59
2025
Q4 		$705K Buy
2,038
+5
+0.2% +$1.79K 0.6% 59
2025
Q3 		$671K Sell
2,033
-820
-29% -$252K 0.6% 58
2025
Q2 		$787K Buy
2,853
+6
+0.2% +$1.3K 0.8% 33
2025
Q1 		$477K Buy
2,847
+181
+7% +$38.3K 0.52% 67
2024
Q4 		$618K Buy
+2,666
New +$493K 0.62% 48

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

4Wealth Advisors's AVGO Position: Q2 2026 in Review

4Wealth Advisors reduced its Broadcom (AVGO) stake by 9.9% in Q2 2026, selling an estimated $87.8K and leaving 2,004 shares worth $746K. The position accounts for 0.57% of the portfolio, ranked #55.

4Wealth Advisors first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. The position peaked at $787K in Q2 2025. 2,338 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • 4Wealth Advisors held 2,004 shares of Broadcom worth $746K as of Q2 2026.
  • 4Wealth Advisors sold 219 Broadcom shares in Q2 2026, an estimated $87.8K.
  • Broadcom made up 0.57% of 4Wealth Advisors's portfolio in Q2 2026, its #55 holding.
  • 4Wealth Advisors first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • 4Wealth Advisors's Broadcom position peaked at $787K in Q2 2025.
  • 2,338 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.