Ameritas Advisory Services’s Broadcom AVGO Stock Holding History

Ameritas Advisory Services’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	$26.6M	Buy	70,445 +8,673	+14%	+$3.48M	0.54%	43
2026 Q1	$19.1M	Sell	61,772 -217	-0.4%	-$71.4K	0.74%	30
2025 Q4	$21.5M	Buy	61,989 +35,020	+130%	+$12.5M	0.8%	30
2025 Q3	$8.9M	Buy	26,969 +9,756	+57%	+$2.99M	0.58%	37
2025 Q2	$4.74M	Sell	17,213 -5,530	-24%	-$1.2M	0.25%	82
2025 Q1	$4.89M	Sell	22,743 -27,289	-55%	-$5.78M	0.2%	114
2024 Q4	$11.6M	Buy	50,032 +28,474	+132%	+$5.27M	0.4%	49
2024 Q3	$3.72M	Sell	21,558 -33,652	-61%	-$5.4M	0.16%	140
2024 Q2	$8.86M	Buy	55,210 +560	+1%	+$78.5K	0.33%	58
2024 Q1	$7.01M	Buy	54,650 +23,830	+77%	+$2.95M	0.29%	73
2023 Q4	$3.84M	Sell	30,820 -22,200	-42%	-$2.1M	0.21%	101
2023 Q3	$4.55M	Buy	53,020 +28,120	+113%	+$2.44M	0.23%	90
2023 Q2	$2.11M	Sell	24,900 -26,730	-52%	-$1.91M	0.27%	83
2023 Q1	$3.29M	Sell	51,630 -700	-1%	-$42.1K	0.17%	119
2022 Q4	$2.93M	Buy	52,330 +8,190	+19%	+$411K	0.14%	155
2022 Q3	$1.96M	Buy	44,140 +110	+0.2%	+$5.62K	0.12%	168
2022 Q2	$2.14M	Sell	44,030 -1,230	-3%	-$69K	0.12%	169
2022 Q1	$2.85M	Buy	45,260 +660	+1%	+$39.2K	0.1%	157
2021 Q4	$2.97M	Buy	+44,600	New	+$2.51M	0.11%	156

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Ameritas Advisory Services's AVGO Position: Q2 2026 in Review

Ameritas Advisory Services increased its Broadcom (AVGO) stake by 14% in Q2 2026, buying an estimated $3.48M and bringing the position to 70,445 shares worth $26.6M. The position accounts for 0.54% of the portfolio, ranked #43.

Ameritas Advisory Services first reported a position in AVGO in Q4 2021 and has held it in 19 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Ameritas Advisory Services held 70,445 shares of Broadcom worth $26.6M as of Q2 2026.
Ameritas Advisory Services bought 8,673 Broadcom shares in Q2 2026, an estimated $3.48M.
Broadcom made up 0.54% of Ameritas Advisory Services's portfolio in Q2 2026, its #43 holding.
Ameritas Advisory Services first reported a position in Broadcom in Q4 2021 and has held it in 19 quarters since.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.