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Barlow Wealth Partners’s Broadcom AVGO Stock Holding History

Barlow Wealth Partners’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 		$559K Hold
1,438
– – 0.06% 85
2026
Q1 		$585K Sell
1,438
-10
-0.7% -$3.29K 0.07% 78
2025
Q4 		$500K Buy
1,448
+293
+25% +$105K 0.05% 84
2025
Q3 		$393K Buy
1,155
+51
+5% +$15.6K 0.04% 91
2025
Q2 		$298K Buy
1,104
+64
+6% +$13.9K 0.04% 104
2025
Q1 		$200K Hold
1,040
– – 0.03% 133
2024
Q4 		$237K Buy
+1,040
New +$192K 0.03% 124

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

Barlow Wealth Partners's AVGO Position: Q2 2026 in Review

Barlow Wealth Partners held its Broadcom (AVGO) position steady in Q2 2026 at 1,438 shares worth $559K. The position accounts for 0.06% of the portfolio, ranked #85.

Barlow Wealth Partners first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. The position peaked at $585K in Q1 2026. 2,338 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Barlow Wealth Partners held 1,438 shares of Broadcom worth $559K as of Q2 2026.
  • Barlow Wealth Partners left its Broadcom share count unchanged in Q2 2026.
  • Broadcom made up 0.06% of Barlow Wealth Partners's portfolio in Q2 2026, its #85 holding.
  • Barlow Wealth Partners first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • Barlow Wealth Partners's Broadcom position peaked at $585K in Q1 2026.
  • 2,338 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Barlow Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.