BigSur Wealth Management’s Broadcom AVGO Stock Holding History

BigSur 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	$3.46M	Buy	9,156 +959	+12%	+$385K	0.83%	32
2026 Q1	$2.54M	Sell	8,197 -1,200	-13%	-$395K	0.71%	40
2025 Q4	$3.25M	Sell	9,397 -900	-9%	-$322K	0.79%	34
2025 Q3	$3.4M	Buy	10,297 +2,278	+28%	+$699K	0.83%	34
2025 Q2	$2.21M	Buy	8,019 +914	+13%	+$198K	0.56%	48
2025 Q1	$1.19M	Buy	7,105 +2,393	+51%	+$506K	0.32%	81
2024 Q4	$1.09M	Sell	4,712 -2,085	-31%	-$386K	0.31%	83
2024 Q3	$1.17M	Buy	6,797 +1,007	+17%	+$161K	0.32%	77
2024 Q2	$930K	Buy	+5,790	New	+$811K	0.28%	82

Other funds holding AVGO

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

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

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

BigSur Wealth Management increased its Broadcom (AVGO) stake by 12% in Q2 2026, buying an estimated $385K and bringing the position to 9,156 shares worth $3.46M. The position accounts for 0.83% of the portfolio, ranked #32.

BigSur Wealth Management first reported a position in AVGO in Q2 2024 and has held it in 9 quarters since. 989 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

BigSur Wealth Management held 9,156 shares of Broadcom worth $3.46M as of Q2 2026.
BigSur Wealth Management bought 959 Broadcom shares in Q2 2026, an estimated $385K.
Broadcom made up 0.83% of BigSur Wealth Management's portfolio in Q2 2026, its #32 holding.
BigSur Wealth Management first reported a position in Broadcom in Q2 2024 and has held it in 9 quarters since.
989 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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