AWM
AVGO icon

Accel Wealth Management’s Broadcom AVGO Stock Holding History

Accel 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 		$2.52M Buy
6,670
+43
+0.6% +$17.2K 0.57% 45
2026
Q1 		$2.05M Buy
6,627
+70
+1% +$23K 0.54% 47
2025
Q4 		$2.27M Buy
6,557
+15
+0.2% +$5.36K 0.62% 38
2025
Q3 		$2.16M Buy
6,542
+49
+0.8% +$15K 0.63% 41
2025
Q2 		$1.79M Sell
6,493
-1,304
-17% -$283K 0.6% 46
2025
Q1 		$1.31M Sell
7,797
-2,437
-24% -$516K 0.47% 60
2024
Q4 		$2.37M Sell
10,234
-33
-0.3% -$6.1K 0.9% 26
2024
Q3 		$1.77M Sell
10,267
-353
-3% -$56.6K 0.66% 43
2024
Q2 		$1.71M Buy
10,620
+1,450
+16% +$203K 0.68% 41
2024
Q1 		$1.22M Buy
9,170
+290
+3% +$35.9K 0.52% 50
2023
Q4 		$991K Buy
8,880
+1,970
+29% +$187K 0.5% 54
2023
Q3 		$574K Buy
6,910
+1,590
+30% +$138K 0.32% 80
2023
Q2 		$461K Buy
5,320
+1,280
+32% +$91.3K 0.25% 97
2023
Q1 		$259K Sell
4,040
-380
-9% -$22.9K 0.11% 178
2022
Q4 		$247K Buy
4,420
+780
+21% +$39.1K 0.12% 140
2022
Q3 		$175K Hold
3,640
– – 0.09% 169
2022
Q2 		$180K Hold
3,640
– – 0.1% 152
2022
Q1 		$228K Hold
3,640
– – 0.12% 141
2021
Q4 		$242K Sell
3,640
-170
-4% -$9.56K 0.12% 136
2021
Q3 		$185K Hold
3,810
– – 0.12% 143
2021
Q2 		$182K Hold
3,810
– – 0.12% 165
2021
Q1 		$177K Sell
3,810
-160
-4% -$7.4K 0.14% 150
2020
Q4 		$174K Buy
+3,970
New +$155K 0.16% 134

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Accel Wealth Management increased its Broadcom (AVGO) stake by 0.65% in Q2 2026, buying an estimated $17.2K and bringing the position to 6,670 shares worth $2.52M. The position accounts for 0.57% of the portfolio, ranked #45.

Accel Wealth Management first reported a position in AVGO in Q4 2020 and has held it in 23 quarters since. 2,081 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Accel Wealth Management held 6,670 shares of Broadcom worth $2.52M as of Q2 2026.
  • Accel Wealth Management bought 43 Broadcom shares in Q2 2026, an estimated $17.2K.
  • Broadcom made up 0.57% of Accel Wealth Management's portfolio in Q2 2026, its #45 holding.
  • Accel Wealth Management first reported a position in Broadcom in Q4 2020 and has held it in 23 quarters since.
  • 2,081 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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