AWM
AVGO icon

Altus Wealth Management’s Broadcom AVGO Stock Holding History

Altus 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 		$398K Hold
1,053
– – 0.15% 24
2026
Q1 		$326K Sell
1,053
-187
-15% -$61.5K 0.14% 25
2025
Q4 		$429K Hold
1,240
– – 0.19% 22
2025
Q3 		$409K Hold
1,240
– – 0.18% 24
2025
Q2 		$342K Sell
1,240
-10
-0.8% -$2.17K 0.16% 25
2025
Q1 		$209K Buy
1,250
+1
+0.1% +$212 0.1% 41
2024
Q4 		$290K Hold
1,249
– – 0.13% 35
2024
Q3 		$215K Buy
+1,249
New +$200K 0.1% 39

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

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

Altus Wealth Management held its Broadcom (AVGO) position steady in Q2 2026 at 1,053 shares worth $398K. The position accounts for 0.15% of the portfolio, ranked #24.

Altus Wealth Management first reported a position in AVGO in Q3 2024 and has held it in 8 quarters since. The position peaked at $429K in Q4 2025. 2,338 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Altus Wealth Management held 1,053 shares of Broadcom worth $398K as of Q2 2026.
  • Altus Wealth Management left its Broadcom share count unchanged in Q2 2026.
  • Broadcom made up 0.15% of Altus Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Altus Wealth Management first reported a position in Broadcom in Q3 2024 and has held it in 8 quarters since.
  • Altus Wealth Management's Broadcom position peaked at $429K in Q4 2025.
  • 2,338 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Altus Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.