AWA
AVGO icon

Aletheian Wealth Advisors’s Broadcom AVGO Stock Holding History

Aletheian 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 		$1.96M Buy
5,200
+510
+11% +$204K 0.84% 26
2026
Q1 		$1.45M Buy
+4,690
New +$1.54M 0.71% 29
2025
Q3 		$1.71M Sell
5,185
-171
-3% -$52.5K 0.8% 25
2025
Q2 		$1.48M Sell
5,356
-82
-2% -$17.8K 0.73% 30
2025
Q1 		$910K Buy
5,438
+695
+15% +$147K 0.51% 39
2024
Q4 		$1.1M Buy
4,743
+369
+8% +$68.2K 0.65% 32
2024
Q3 		$755K Buy
4,374
+14
+0.3% +$2.24K 0.44% 43
2024
Q2 		$700K Buy
4,360
+580
+15% +$81.3K 0.37% 59
2024
Q1 		$501K Buy
3,780
+390
+12% +$48.3K 0.27% 63
2023
Q4 		$378K Sell
3,390
-120
-3% -$11.4K 0.25% 68
2023
Q3 		$292K Sell
3,510
-10
-0.3% -$867 0.22% 68
2023
Q2 		$305K Buy
3,520
+370
+12% +$26.4K 0.21% 70
2023
Q1 		$202K Buy
+3,150
New +$190K 0.18% 62

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

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

Aletheian Wealth Advisors increased its Broadcom (AVGO) stake by 11% in Q2 2026, buying an estimated $204K and bringing the position to 5,200 shares worth $1.96M. The position accounts for 0.84% of the portfolio, ranked #26.

Aletheian Wealth Advisors first reported a position in AVGO in Q1 2023 and has held it in 13 quarters since. 853 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Aletheian Wealth Advisors held 5,200 shares of Broadcom worth $1.96M as of Q2 2026.
  • Aletheian Wealth Advisors bought 510 Broadcom shares in Q2 2026, an estimated $204K.
  • Broadcom made up 0.84% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #26 holding.
  • Aletheian Wealth Advisors first reported a position in Broadcom in Q1 2023 and has held it in 13 quarters since.
  • 853 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.