AWA
AVGO icon

Amplius Wealth Advisors’s Broadcom AVGO Stock Holding History

Amplius Wealth Advisors’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 		$4.43M Buy
11,732
+153
+1% +$61.3K 0.32% 35
2026
Q1 		$3.58M Buy
11,579
+4,075
+54% +$1.34M 0.3% 39
2025
Q4 		$2.6M Buy
7,504
+457
+6% +$163K 0.22% 47
2025
Q3 		$2.32M Sell
7,047
-3,455
-33% -$1.06M 0.2% 49
2025
Q2 		$2.89M Sell
10,502
-272
-3% -$59.1K 0.27% 49
2025
Q1 		$1.8M Sell
10,774
-336
-3% -$71.1K 0.19% 57
2024
Q4 		$2.58M Buy
11,110
+134
+1% +$24.8K 0.26% 45
2024
Q3 		$1.89M Buy
10,976
+2,536
+30% +$407K 0.21% 54
2024
Q2 		$1.35M Buy
8,440
+2,420
+40% +$339K 0.15% 64
2024
Q1 		$798K Buy
6,020
+1,830
+44% +$227K 0.09% 79
2023
Q4 		$468K Buy
4,190
+1,200
+40% +$114K 0.06% 99
2023
Q3 		$248K Buy
2,990
+520
+21% +$45.1K 0.03% 133
2023
Q2 		$214K Buy
+2,470
New +$176K 0.03% 156
2022
Q1 		– Sell
-1,520
Closed -$101K – 229
2021
Q4 		$101K Buy
+1,520
New +$85.4K 0.01% 244

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Amplius Wealth Advisors's AVGO Position: Q2 2026 in Review

Amplius Wealth Advisors increased its Broadcom (AVGO) stake by 1.3% in Q2 2026, buying an estimated $61.3K and bringing the position to 11,732 shares worth $4.43M. The position accounts for 0.32% of the portfolio, ranked #35.

Amplius Wealth Advisors first reported a position in AVGO in Q4 2021 and has held it in 14 quarters since. 1,613 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Amplius Wealth Advisors held 11,732 shares of Broadcom worth $4.43M as of Q2 2026.
  • Amplius Wealth Advisors bought 153 Broadcom shares in Q2 2026, an estimated $61.3K.
  • Broadcom made up 0.32% of Amplius Wealth Advisors's portfolio in Q2 2026, its #35 holding.
  • Amplius Wealth Advisors first reported a position in Broadcom in Q4 2021 and has held it in 14 quarters since.
  • 1,613 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.