BWM
AVGO icon

Baron Wealth Management’s Broadcom AVGO Stock Holding History

Baron Wealth Management’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 		$2.39M Buy
6,333
+558
+10% +$224K 0.62% 21
2026
Q1 		$1.79M Buy
5,775
+136
+2% +$44.8K 0.53% 22
2025
Q4 		$1.95M Buy
5,639
+2,023
+56% +$723K 0.6% 20
2025
Q3 		$1.19M Buy
3,616
+350
+11% +$107K 0.39% 29
2025
Q2 		$900K Buy
3,266
+988
+43% +$215K 0.32% 37
2025
Q1 		$381K Buy
2,278
+396
+21% +$83.8K 0.17% 96
2024
Q4 		$436K Buy
1,882
+109
+6% +$20.2K 0.21% 75
2024
Q3 		$306K Buy
1,773
+153
+9% +$24.5K 0.15% 119
2024
Q2 		$260K Buy
+1,620
New +$227K 0.13% 132
2023
Q2 		– Sell
-3,120
Closed -$200K – 147
2023
Q1 		$200K Buy
+3,120
New +$188K 0.14% 132

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Baron Wealth Management's AVGO Position: Q2 2026 in Review

Baron Wealth Management increased its Broadcom (AVGO) stake by 9.7% in Q2 2026, buying an estimated $224K and bringing the position to 6,333 shares worth $2.39M. The position accounts for 0.62% of the portfolio, ranked #21.

Baron Wealth Management first reported a position in AVGO in Q1 2023 and has held it in 10 quarters since. 853 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Baron Wealth Management held 6,333 shares of Broadcom worth $2.39M as of Q2 2026.
  • Baron Wealth Management bought 558 Broadcom shares in Q2 2026, an estimated $224K.
  • Broadcom made up 0.62% of Baron Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Baron Wealth Management first reported a position in Broadcom in Q1 2023 and has held it in 10 quarters since.
  • 853 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.