AWG
AVGO icon

Altus Wealth Group’s Broadcom AVGO Stock Holding History

Altus Wealth Group’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 		$4.82M Sell
12,759
-15
-0.1% -$6.01K 1.74% 13
2026
Q1 		$3.95M Sell
12,774
-576
-4% -$190K 1.62% 14
2025
Q4 		$4.62M Sell
13,350
-1,181
-8% -$422K 1.85% 12
2025
Q3 		$4.79M Sell
14,531
-20
-0.1% -$6.14K 1.97% 11
2025
Q2 		$4.01M Sell
14,551
-1,271
-8% -$276K 1.77% 11
2025
Q1 		$2.65M Buy
15,822
+599
+4% +$127K 1.24% 13
2024
Q4 		$3.53M Buy
15,223
+27
+0.2% +$4.99K 1.56% 14
2024
Q3 		$2.62M Buy
15,196
+1,196
+9% +$192K 1.12% 20
2024
Q2 		$2.25M Sell
14,000
-1,400
-9% -$196K 1.13% 24
2024
Q1 		$2.04M Sell
15,400
-220
-1% -$27.3K 1.02% 25
2023
Q4 		$1.74M Buy
15,620
+110
+0.7% +$10.4K 0.97% 22
2023
Q3 		$1.29M Sell
15,510
-230
-1% -$19.9K 0.82% 31
2023
Q2 		$1.37M Buy
15,740
+470
+3% +$33.5K 0.84% 29
2023
Q1 		$980K Sell
15,270
-70
-0.5% -$4.21K 0.66% 35
2022
Q4 		$858K Buy
15,340
+3,500
+30% +$175K 0.65% 37
2022
Q3 		$574K Hold
11,840
– – 0.57% 49
2022
Q2 		$574K Buy
11,840
+470
+4% +$26.4K 0.57% 49
2022
Q1 		$716K Sell
11,370
-340
-3% -$20.2K 0.59% 36
2021
Q4 		$779K Sell
11,710
-130
-1% -$7.31K 0.64% 39
2021
Q3 		$574K Buy
11,840
+1,120
+10% +$54.5K 0.57% 49
2021
Q2 		$511K Buy
10,720
+40
+0.4% +$1.85K 0.5% 48
2021
Q1 		$475K Buy
10,680
+310
+3% +$14.3K 0.47% 51
2020
Q4 		$454K Buy
+10,370
New +$404K 0.43% 45

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

Altus Wealth Group's AVGO Position: Q2 2026 in Review

Altus Wealth Group reduced its Broadcom (AVGO) stake by 0.12% in Q2 2026, selling an estimated $6.01K and leaving 12,759 shares worth $4.82M. The position accounts for 1.74% of the portfolio, ranked #13.

Altus Wealth Group 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.

  • Altus Wealth Group held 12,759 shares of Broadcom worth $4.82M as of Q2 2026.
  • Altus Wealth Group sold 15 Broadcom shares in Q2 2026, an estimated $6.01K.
  • Broadcom made up 1.74% of Altus Wealth Group's portfolio in Q2 2026, its #13 holding.
  • Altus Wealth Group 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 Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.