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ARS Wealth Advisors Group’s Broadcom AVGO Stock Holding History

ARS Wealth Advisors 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 		$51.9M Sell
137,281
-5,690
-4% -$2.28M 4.06% 3
2026
Q1 		$44.3M Sell
142,971
-2,909
-2% -$957K 3.74% 4
2025
Q4 		$50.5M Sell
145,880
-9,484
-6% -$3.39M 4.55% 3
2025
Q3 		$51.3M Sell
155,364
-6,171
-4% -$1.89M 5.06% 3
2025
Q2 		$44.5M Sell
161,535
-3,663
-2% -$795K 5.13% 2
2025
Q1 		$27.7M Sell
165,198
-6,452
-4% -$1.37M 3.9% 6
2024
Q4 		$39.8M Sell
171,650
-6,517
-4% -$1.21M 5.46% 3
2024
Q3 		$30.7M Sell
178,167
-2,673
-1% -$429K 3.78% 5
2024
Q2 		$29M Sell
180,840
-1,160
-0.6% -$163K 3.77% 6
2024
Q1 		$24.1M Sell
182,000
-1,680
-0.9% -$208K 3.26% 9
2023
Q4 		$20.5M Sell
183,680
-29,590
-14% -$2.8M 3.04% 8
2023
Q3 		$17.7M Sell
213,270
-9,310
-4% -$807K 2.9% 7
2023
Q2 		$19.3M Sell
222,580
-5,180
-2% -$369K 3.07% 6
2023
Q1 		$14.6M Buy
227,760
+6,660
+3% +$401K 2.69% 11
2022
Q4 		$12.4M Buy
221,100
+17,370
+9% +$871K 2.04% 14
2022
Q3 		$9.05M Buy
+203,730
New +$10.4M 1.38% 27

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
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ARS Wealth Advisors Group's AVGO Position: Q2 2026 in Review

ARS Wealth Advisors Group reduced its Broadcom (AVGO) stake by 4% in Q2 2026, selling an estimated $2.28M and leaving 137,281 shares worth $51.9M. The position accounts for 4.06% of the portfolio, ranked #3.

ARS Wealth Advisors Group first reported a position in AVGO in Q3 2022 and has held it in 16 quarters since. 1,915 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • ARS Wealth Advisors Group held 137,281 shares of Broadcom worth $51.9M as of Q2 2026.
  • ARS Wealth Advisors Group sold 5,690 Broadcom shares in Q2 2026, an estimated $2.28M.
  • Broadcom made up 4.06% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #3 holding.
  • ARS Wealth Advisors Group first reported a position in Broadcom in Q3 2022 and has held it in 16 quarters since.
  • 1,915 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.