AWM
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Atticus Wealth Management’s Broadcom AVGO Stock Holding History

Atticus Wealth Management’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 		$3.43M Sell
9,085
-84
-0.9% -$33.7K 0.82% 22
2026
Q1 		$2.84M Sell
9,169
-316
-3% -$104K 0.77% 24
2025
Q4 		$3.28M Sell
9,485
-47
-0.5% -$16.8K 0.81% 22
2025
Q3 		$3.14M Buy
9,532
+2,659
+39% +$816K 0.79% 25
2025
Q2 		$1.89M Buy
6,873
+4,040
+143% +$877K 0.51% 32
2025
Q1 		$474K Buy
2,833
+528
+23% +$112K 0.15% 75
2024
Q4 		$534K Sell
2,305
-57
-2% -$10.5K 0.17% 68
2024
Q3 		$407K Sell
2,362
-268
-10% -$43K 0.13% 79
2024
Q2 		$422K Sell
2,630
-370
-12% -$51.9K 0.14% 73
2024
Q1 		$398K Sell
3,000
-2,050
-41% -$254K 0.13% 79
2023
Q4 		$564K Sell
5,050
-180
-3% -$17K 0.2% 61
2023
Q3 		$434K Sell
5,230
-590
-10% -$51.1K 0.17% 81
2023
Q2 		$505K Buy
5,820
+2,500
+75% +$178K 0.19% 76
2023
Q1 		$213K Sell
3,320
-1,510
-31% -$90.8K 0.08% 128
2022
Q4 		$270K Sell
4,830
-260
-5% -$13K 0.11% 106
2022
Q3 		$247K Hold
5,090
– – 0.12% 105
2022
Q2 		$247K Sell
5,090
-340
-6% -$19.1K 0.1% 120
2022
Q1 		$342K Buy
5,430
+200
+4% +$11.9K 0.12% 105
2021
Q4 		$348K Buy
5,230
+1,930
+58% +$108K 0.14% 95
2021
Q3 		$160K Sell
3,300
-840
-20% -$40.9K 0.07% 119
2021
Q2 		$198K Buy
4,140
+120
+3% +$5.56K 0.09% 114
2021
Q1 		$186K Sell
4,020
-50
-1% -$2.31K 0.09% 113
2020
Q4 		$178K Buy
4,070
+10
+0.2% +$390 0.09% 107
2020
Q3 		$148K Buy
4,060
+3,760
+1,253% +$126K 0.09% 104
2020
Q2 		$9K Buy
300
+130
+76% +$3.64K 0.01% 251
2020
Q1 		$4K Hold
170
– – ﹤0.01% 258
2019
Q4 		$5K Buy
+170
New +$5.16K ﹤0.01% 259

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

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

Atticus Wealth Management reduced its Broadcom (AVGO) stake by 0.92% in Q2 2026, selling an estimated $33.7K and leaving 9,085 shares worth $3.43M. The position accounts for 0.82% of the portfolio, ranked #22.

Atticus Wealth Management first reported a position in AVGO in Q4 2019 and has held it in 27 quarters since. 1,915 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Atticus Wealth Management held 9,085 shares of Broadcom worth $3.43M as of Q2 2026.
  • Atticus Wealth Management sold 84 Broadcom shares in Q2 2026, an estimated $33.7K.
  • Broadcom made up 0.82% of Atticus Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Atticus Wealth Management first reported a position in Broadcom in Q4 2019 and has held it in 27 quarters since.
  • 1,915 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.