AWM
AVGO icon

Abound Wealth Management’s Broadcom AVGO Stock Holding History

Abound Wealth Management’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 		$7.88M Buy
20,872
+7,827
+60% +$3.14M 1.56% 15
2026
Q1 		$4.04M Buy
13,045
+322
+3% +$106K 0.92% 19
2025
Q4 		$4.4M Sell
12,723
-63
-0.5% -$22.5K 1.03% 18
2025
Q3 		$4.22M Buy
12,786
+153
+1% +$46.9K 1.06% 18
2025
Q2 		$3.48M Buy
12,633
+28
+0.2% +$6.08K 0.98% 19
2025
Q1 		$2.11M Buy
12,605
+205
+2% +$43.4K 0.7% 22
2024
Q4 		$2.87M Buy
12,400
+38
+0.3% +$7.03K 0.92% 18
2024
Q3 		$2.13M Buy
12,362
+2
+0% +$321 0.71% 19
2024
Q2 		$1.98M Hold
12,360
– – 0.73% 19
2024
Q1 		$1.64M Buy
12,360
+30
+0.2% +$3.72K 0.62% 20
2023
Q4 		$1.38M Buy
12,330
+200
+2% +$18.9K 0.55% 24
2023
Q3 		$1.01M Buy
12,130
+10
+0.1% +$867 0.43% 26
2023
Q2 		$1.05M Sell
12,120
-8,550
-41% -$610K 0.44% 26
2023
Q1 		$1.33M Buy
20,670
+20,270
+5,068% +$1.22M 0.59% 23
2022
Q4 		$22.4K Buy
400
+50
+14% +$2.51K 0.01% 181
2022
Q3 		$15.6K Buy
+350
New +$17.9K 0.01% 223

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Abound Wealth Management's AVGO Position: Q2 2026 in Review

Abound Wealth Management increased its Broadcom (AVGO) stake by 60% in Q2 2026, buying an estimated $3.14M and bringing the position to 20,872 shares worth $7.88M. The position accounts for 1.56% of the portfolio, ranked #15.

Abound Wealth Management first reported a position in AVGO in Q3 2022 and has held it in 16 quarters since. 989 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Abound Wealth Management held 20,872 shares of Broadcom worth $7.88M as of Q2 2026.
  • Abound Wealth Management bought 7,827 Broadcom shares in Q2 2026, an estimated $3.14M.
  • Broadcom made up 1.56% of Abound Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Abound Wealth Management first reported a position in Broadcom in Q3 2022 and has held it in 16 quarters since.
  • 989 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.