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Alteri Wealth’s Broadcom AVGO Stock Holding History

Alteri Wealth’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 		$15.2M Buy
40,195
+218
+0.5% +$87.4K 4.19% 4
2026
Q1 		$12.4M Buy
39,977
+812
+2% +$267K 4.01% 3
2025
Q4 		$13.6M Buy
39,165
+612
+2% +$219K 4.39% 3
2025
Q3 		$12.7M Sell
38,553
-414
-1% -$127K 4.37% 3
2025
Q2 		$10.7M Sell
38,967
-1,544
-4% -$335K 4.17% 3
2025
Q1 		$6.78M Sell
40,511
-1,060
-3% -$224K 2.98% 6
2024
Q4 		$9.64M Buy
+41,571
New +$7.69M 2.67% 4

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
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

Alteri Wealth's AVGO Position: Q2 2026 in Review

Alteri Wealth increased its Broadcom (AVGO) stake by 0.55% in Q2 2026, buying an estimated $87.4K and bringing the position to 40,195 shares worth $15.2M. The position accounts for 4.19% of the portfolio, ranked #4.

Alteri Wealth first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 2,097 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Alteri Wealth held 40,195 shares of Broadcom worth $15.2M as of Q2 2026.
  • Alteri Wealth bought 218 Broadcom shares in Q2 2026, an estimated $87.4K.
  • Broadcom made up 4.19% of Alteri Wealth's portfolio in Q2 2026, its #4 holding.
  • Alteri Wealth first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • 2,097 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.