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 		$298K Sell
800
-49,200
-98% -$19.7M 0.02% 628
2026
Q1 		$147K Buy
50,000
+43,970
+729% +$14.5M 0.01% 757
2025
Q4 		$2.09M Sell
6,030
-343,970
-98% -$123M 0.1% 200
2025
Q3 		$1.15M Buy
350,000
+349,600
+87,400% +$107M 0.05% 314
2025
Q2 		$110K Buy
+400
New +$86.9K 0.01% 951

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
ACM
ASK Capital Management San Francisco, California $721M AUM 36.53% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 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. 1,729 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.
  • 1,729 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.