Avior Wealth Management’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 | $13.1M | Sell |
34,603
-3,421
| -9% | -$1.37M | 0.34% | 65 |
|
|
2026
Q1 | $11.8M | Buy |
38,024
+1,925
| +5% | +$633K | 0.33% | 68 |
|
|
2025
Q4 | $12.5M | Buy |
36,099
+1,619
| +5% | +$579K | 0.39% | 58 |
|
|
2025
Q3 | $11.4M | Buy |
34,480
+6,354
| +23% | +$1.95M | 0.37% | 60 |
|
|
2025
Q2 | $7.75M | Buy |
28,126
+3,641
| +15% | +$791K | 0.27% | 73 |
|
|
2025
Q1 | $4.1M | Sell |
24,485
-675
| -3% | -$143K | 0.16% | 111 |
|
|
2024
Q4 | $5.83M | Sell |
25,160
-959
| -4% | -$177K | 0.21% | 84 |
|
|
2024
Q3 | $4.51M | Sell |
26,119
-161
| -0.6% | -$25.8K | 0.18% | 96 |
|
|
2024
Q2 | $4.22M | Sell |
26,280
-4,460
| -15% | -$625K | 0.18% | 102 |
|
|
2024
Q1 | $4.07M | Buy |
30,740
+6,120
| +25% | +$758K | 0.19% | 100 |
|
|
2023
Q4 | $2.75M | Buy |
24,620
+360
| +1% | +$34.1K | 0.17% | 115 |
|
|
2023
Q3 | $2.02M | Buy |
24,260
+230
| +1% | +$19.9K | 0.14% | 119 |
|
|
2023
Q2 | $2.08M | Buy |
24,030
+110
| +0.5% | +$7.84K | 0.14% | 123 |
|
|
2023
Q1 | $1.53M | Buy |
23,920
+3,370
| +16% | +$203K | 0.11% | 148 |
|
|
2022
Q4 | $1.15M | Buy |
20,550
+380
| +2% | +$19.1K | 0.09% | 173 |
|
|
2022
Q3 | $895K | Buy |
20,170
+8,270
| +69% | +$422K | 0.07% | 180 |
|
|
2022
Q2 | $578K | Buy |
11,900
+940
| +9% | +$52.8K | 0.06% | 233 |
|
|
2022
Q1 | $690K | Buy |
10,960
+670
| +7% | +$39.8K | 0.06% | 226 |
|
|
2021
Q4 | $684K | Buy |
10,290
+90
| +0.9% | +$5.06K | 0.06% | 260 |
|
|
2021
Q3 | $494K | Buy |
10,200
+380
| +4% | +$18.5K | 0.04% | 317 |
|
|
2021
Q2 | $468K | Buy |
9,820
+1,760
| +22% | +$81.6K | 0.05% | 313 |
|
|
2021
Q1 | $373K | Buy |
8,060
+1,660
| +26% | +$76.8K | 0.04% | 335 |
|
|
2020
Q4 | $280K | Sell |
6,400
-1,220
| -16% | -$47.6K | 0.03% | 352 |
|
|
2020
Q3 | $277K | Sell |
7,620
-1,660
| -18% | -$55.6K | 0.04% | 342 |
|
|
2020
Q2 | $292K | Sell |
9,280
-300
| -3% | -$8.4K | 0.05% | 331 |
|
|
2020
Q1 | $226K | Sell |
9,580
-4,670
| -33% | -$132K | 0.04% | 320 |
|
|
2019
Q4 | $449K | Buy |
14,250
+420
| +3% | +$12.8K | 0.07% | 245 |
|
|
2019
Q3 | $381K | Sell |
13,830
-50
| -0.4% | -$1.42K | 0.07% | 253 |
|
|
2019
Q2 | $399K | Buy |
13,880
+200
| +1% | +$5.83K | 0.07% | 248 |
|
|
2019
Q1 | $410K | Hold |
13,680
| – | – | 0.09% | 232 |
|
|
2018
Q4 | $347K | Hold |
13,680
| – | – | 0.08% | 223 |
|
|
2018
Q3 | $338K | Hold |
13,680
| – | – | 0.07% | 240 |
|
|
2018
Q2 | $332K | Sell |
13,680
-180
| -1% | -$4.41K | 0.07% | 233 |
|
|
2018
Q1 | $327K | Buy |
13,860
+890
| +7% | +$22.4K | 0.08% | 220 |
|
|
2017
Q4 | $333K | Buy |
12,970
+12,700
| +4,704% | +$330K | 0.07% | 224 |
|
|
2017
Q3 | $7K | Hold |
270
| – | – | ﹤0.01% | 364 |
|
|
2017
Q2 | $6K | Hold |
270
| – | – | ﹤0.01% | 354 |
|
|
2017
Q1 | $6K | Buy |
270
+250
| +1,250% | +$5.15K | ﹤0.01% | 395 |
|
|
2016
Q4 | $0 | Hold |
20
| – | – | ﹤0.01% | 494 |
|
|
2016
Q3 | $0 | Hold |
20
| – | – | ﹤0.01% | 456 |
|
|
2016
Q2 | $0 | Hold |
20
| – | – | ﹤0.01% | 464 |
|
|
2016
Q1 | $0 | Buy |
+20
| New | +$270 | ﹤0.01% | 480 |
|
Other funds holding AVGO
Avior Wealth Management's AVGO Position: Q2 2026 in Review
Avior Wealth Management reduced its Broadcom (AVGO) stake by 9% in Q2 2026, selling an estimated $1.37M and leaving 34,603 shares worth $13.1M. The position accounts for 0.34% of the portfolio, ranked #65.
Avior Wealth Management first reported a position in AVGO in Q1 2016 and has held it in 42 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.
- Avior Wealth Management held 34,603 shares of Broadcom worth $13.1M as of Q2 2026.
- Avior Wealth Management sold 3,421 Broadcom shares in Q2 2026, an estimated $1.37M.
- Broadcom made up 0.34% of Avior Wealth Management's portfolio in Q2 2026, its #65 holding.
- Avior Wealth Management first reported a position in Broadcom in Q1 2016 and has held it in 42 quarters since.
- 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.
Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.