Ameliora Wealth Management’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.25M Sell
16,533
-280
-2% -$112K 1.85% 15
2026
Q1
$5.2M Sell
16,813
-540
-3% -$178K 1.66% 15
2025
Q4
$6.01M Buy
17,353
+1,521
+10% +$544K 1.83% 14
2025
Q3
$5.22M Sell
15,832
-2,994
-16% -$919K 1.74% 16
2025
Q2
$5.19M Sell
18,826
-3,069
-14% -$666K 1.86% 14
2025
Q1
$3.67M Sell
21,895
-9,570
-30% -$2.03M 1.38% 20
2024
Q4
$7.29M Buy
31,465
+4,680
+17% +$866K 2.74% 12
2024
Q3
$4.62M Buy
26,785
+515
+2% +$82.6K 1.93% 12
2024
Q2
$4.22M Buy
26,270
+17,000
+183% +$2.38M 1.91% 16
2024
Q1
$1.23M Buy
9,270
+1,460
+19% +$181K 0.56% 43
2023
Q4
$872K Sell
7,810
-130
-2% -$12.3K 0.43% 43
2023
Q3
$659K Buy
7,940
+930
+13% +$80.6K 0.39% 42
2023
Q2
$608K Hold
7,010
0.38% 45
2023
Q1
$450K Buy
+7,010
New +$422K 0.26% 67

Other funds holding AVGO

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

Ameliora Wealth Management reduced its Broadcom (AVGO) stake by 1.7% in Q2 2026, selling an estimated $112K and leaving 16,533 shares worth $6.25M. The position accounts for 1.85% of the portfolio, ranked #15.

Ameliora Wealth Management first reported a position in AVGO in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.29M in Q4 2024. 1,613 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Ameliora Wealth Management held 16,533 shares of Broadcom worth $6.25M as of Q2 2026.
  • Ameliora Wealth Management sold 280 Broadcom shares in Q2 2026, an estimated $112K.
  • Broadcom made up 1.85% of Ameliora Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Ameliora Wealth Management first reported a position in Broadcom in Q1 2023 and has held it in 14 quarters since.
  • Ameliora Wealth Management's Broadcom position peaked at $7.29M in Q4 2024.
  • 1,613 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.