BRWA
AVGO icon

B. Riley Wealth Advisors’s Broadcom AVGO Stock Holding History

B. Riley Wealth Advisors’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 		$21.4M Sell
57,465
-1,185
-2% -$475K 1.15% 12
2026
Q1 		$17.2M Sell
58,650
-5,241
-8% -$1.72M 1.09% 13
2025
Q4 		$22.1M Sell
63,891
-2,555
-4% -$914K 1.02% 16
2025
Q3 		$21.9M Sell
66,446
-1,207
-2% -$370K 1.01% 14
2025
Q2 		$18.6M Buy
+67,653
New +$14.7M 0.88% 16
2024
Q4 		$26.9M Sell
116,117
-22,570
-16% -$4.17M 0.88% 12
2024
Q3 		$23.9M Sell
138,687
-52,653
-28% -$8.44M 0.66% 19
2024
Q2 		$30.7M Sell
191,340
-80,130
-30% -$11.2M 0.78% 17
2024
Q1 		$22.5M Sell
271,470
-180
-0.1% -$22.3K 0.61% 31
2023
Q4 		$30.3M Buy
271,650
+180
+0.1% +$17K 0.82% 13
2023
Q3 		$22.5M Buy
271,470
+2,620
+1% +$227K 0.61% 31
2023
Q2 		$23.3M Sell
268,850
-17,570
-6% -$1.25M 0.52% 34
2023
Q1 		$18.4M Buy
286,420
+860
+0.3% +$51.7K 0.49% 38
2022
Q4 		$16M Buy
285,560
+7,660
+3% +$384K 0.45% 46
2022
Q3 		$12.3M Buy
277,900
+60,360
+28% +$3.08M 0.37% 57
2022
Q2 		$10.6M Sell
217,540
-20,190
-8% -$1.13M 0.44% 44
2022
Q1 		$15M Sell
237,730
-13,780
-5% -$818K 0.49% 33
2021
Q4 		$16.7M Buy
251,510
+27,750
+12% +$1.56M 0.48% 32
2021
Q3 		$10.9M Buy
223,760
+7,250
+3% +$353K 0.35% 58
2021
Q2 		$10.3M Buy
216,510
+35,740
+20% +$1.66M 0.34% 60
2021
Q1 		$8.38M Buy
180,770
+83,240
+85% +$3.85M 0.3% 71
2020
Q4 		$4.27M Sell
97,530
-65,150
-40% -$2.54M 0.23% 101
2020
Q3 		$5.84M Buy
162,680
+34,470
+27% +$1.15M 0.31% 81
2020
Q2 		$4.05M Buy
128,210
+6,000
+5% +$168K 0.27% 95
2020
Q1 		$2.9M Buy
122,210
+52,590
+76% +$1.48M 0.25% 99
2019
Q4 		$2.2M Buy
69,620
+2,940
+4% +$89.3K 0.19% 123
2019
Q3 		$1.84M Buy
66,680
+11,030
+20% +$314K 0.18% 128
2019
Q2 		$1.6M Buy
55,650
+13,090
+31% +$381K 0.18% 121
2019
Q1 		$1.28M Sell
42,560
-21,960
-34% -$595K 0.16% 143
2018
Q4 		$1.64M Sell
64,520
-990
-2% -$23.4K 0.23% 98
2018
Q3 		$1.62M Sell
65,510
-14,700
-18% -$330K 0.19% 123
2018
Q2 		$1.95M Sell
80,210
-28,920
-27% -$709K 0.26% 90
2018
Q1 		$2.57M Sell
109,130
-11,170
-9% -$281K 0.36% 68
2017
Q4 		$3.09M Buy
120,300
+8,580
+8% +$223K 0.42% 60
2017
Q3 		$2.71M Buy
111,720
+65,890
+144% +$1.63M 0.45% 52
2017
Q2 		$1.07M Buy
45,830
+3,350
+8% +$77.7K 0.19% 138
2017
Q1 		$931K Buy
42,480
+2,550
+6% +$52.5K 0.19% 138
2016
Q4 		$707K Buy
39,930
+1,230
+3% +$21.3K 0.14% 170
2016
Q3 		$669K Buy
38,700
+7,450
+24% +$125K 0.13% 192
2016
Q2 		$487K Sell
31,250
-10,450
-25% -$159K 0.1% 255
2016
Q1 		$644K Buy
+41,700
New +$564K 0.15% 169
2015
Q1 		– Sell
-8,580
Closed -$437 – 672
2014
Q4 		$437 Buy
+8,580
New +$76.7K 0.01% 983
2014
Q3 		– Sell
-18,400
Closed -$133K – 741
2014
Q2 		$133K Buy
+18,400
New +$123K 0.03% 607

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
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

B. Riley Wealth Advisors's AVGO Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Broadcom (AVGO) stake by 2% in Q2 2026, selling an estimated $475K and leaving 57,465 shares worth $21.4M. The position accounts for 1.15% of the portfolio, ranked #12.

B. Riley Wealth Advisors first reported a position in AVGO in Q2 2014 and has held it in 43 quarters since. The position peaked at $30.7M in Q2 2024. 1,682 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • B. Riley Wealth Advisors held 57,465 shares of Broadcom worth $21.4M as of Q2 2026.
  • B. Riley Wealth Advisors sold 1,185 Broadcom shares in Q2 2026, an estimated $475K.
  • Broadcom made up 1.15% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #12 holding.
  • B. Riley Wealth Advisors first reported a position in Broadcom in Q2 2014 and has held it in 43 quarters since.
  • B. Riley Wealth Advisors's Broadcom position peaked at $30.7M in Q2 2024.
  • 1,682 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.