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A4 Wealth Advisors’s Broadcom AVGO Stock Holding History

A4 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 		$436K Sell
1,154
-542
-32% -$217K 0.29% 50
2026
Q1 		$525K Sell
1,696
-269
-14% -$88.5K 0.43% 44
2025
Q4 		$680K Sell
1,965
-1,427
-42% -$510K 0.59% 39
2025
Q3 		$1.12M Buy
+3,392
New +$1.04M 0.94% 30

Other funds holding AVGO

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

A4 Wealth Advisors's AVGO Position: Q2 2026 in Review

A4 Wealth Advisors reduced its Broadcom (AVGO) stake by 32% in Q2 2026, selling an estimated $217K and leaving 1,154 shares worth $436K. The position accounts for 0.29% of the portfolio, ranked #50.

A4 Wealth Advisors first reported a position in AVGO in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.12M in Q3 2025. 2,972 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • A4 Wealth Advisors held 1,154 shares of Broadcom worth $436K as of Q2 2026.
  • A4 Wealth Advisors sold 542 Broadcom shares in Q2 2026, an estimated $217K.
  • Broadcom made up 0.29% of A4 Wealth Advisors's portfolio in Q2 2026, its #50 holding.
  • A4 Wealth Advisors first reported a position in Broadcom in Q3 2025 and has held it in 4 quarters since.
  • A4 Wealth Advisors's Broadcom position peaked at $1.12M in Q3 2025.
  • 2,972 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on A4 Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.