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Avantra Family Wealth’s Broadcom AVGO Stock Holding History

Avantra Family Wealth’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 		$2.96M Buy
7,831
+227
+3% +$91K 1.89% 8
2026
Q1 		$2.35M Sell
7,604
-67
-0.9% -$22K 1.75% 10
2025
Q4 		$2.65M Buy
7,671
+223
+3% +$79.7K 1.93% 8
2025
Q3 		$2.46M Sell
7,448
-13
-0.2% -$3.99K 1.84% 8
2025
Q2 		$2.06M Buy
7,461
+314
+4% +$68.2K 1.7% 11
2025
Q1 		$1.2M Buy
7,147
+278
+4% +$58.8K 1.15% 16
2024
Q4 		$1.59M Buy
+6,869
New +$1.27M 1.49% 7

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Avantra Family Wealth's AVGO Position: Q2 2026 in Review

Avantra Family Wealth increased its Broadcom (AVGO) stake by 3% in Q2 2026, buying an estimated $91K and bringing the position to 7,831 shares worth $2.96M. The position accounts for 1.89% of the portfolio, ranked #8.

Avantra Family Wealth first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 2,335 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Avantra Family Wealth held 7,831 shares of Broadcom worth $2.96M as of Q2 2026.
  • Avantra Family Wealth bought 227 Broadcom shares in Q2 2026, an estimated $91K.
  • Broadcom made up 1.89% of Avantra Family Wealth's portfolio in Q2 2026, its #8 holding.
  • Avantra Family Wealth first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • 2,335 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.