Atala Financial’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
$1.98M Sell
5,235
-4
-0.1% -$1.6K 1.2% 24
2026
Q1
$1.63M Buy
5,239
+103
+2% +$33.9K 1.1% 30
2025
Q4
$1.78M Buy
5,136
+13
+0.3% +$4.65K 1.13% 29
2025
Q3
$1.69M Buy
5,123
+102
+2% +$31.3K 1.06% 33
2025
Q2
$1.38M Sell
5,021
-94
-2% -$20.4K 0.95% 34
2025
Q1
$857K Buy
5,115
+138
+3% +$29.2K 0.62% 45
2024
Q4
$1.15M Buy
+4,977
New +$921K 0.81% 38

Other funds holding AVGO

Atala Financial's AVGO Position: Q2 2026 in Review

Atala Financial reduced its Broadcom (AVGO) stake by 0.08% in Q2 2026, selling an estimated $1.6K and leaving 5,235 shares worth $1.98M. The position accounts for 1.2% of the portfolio, ranked #24.

Atala Financial first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 1,613 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Atala Financial held 5,235 shares of Broadcom worth $1.98M as of Q2 2026.
  • Atala Financial sold 4 Broadcom shares in Q2 2026, an estimated $1.6K.
  • Broadcom made up 1.2% of Atala Financial's portfolio in Q2 2026, its #24 holding.
  • Atala Financial first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • 1,613 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Atala Financial's 13F filing for Q2 2026, filed 23 Jul 2026.