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Broadway Wealth Solutions’s Broadcom AVGO Stock Holding History

Broadway Wealth Solutions’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 		$1.21M Sell
3,207
-203
-6% -$81.4K 0.57% 21
2026
Q1 		$1.06M Buy
3,410
+608
+22% +$200K 0.55% 20
2025
Q4 		$970K Buy
2,802
+198
+8% +$70.8K 0.52% 20
2025
Q3 		$859K Sell
2,604
-375
-13% -$115K 0.48% 23
2025
Q2 		$821K Buy
2,979
+101
+4% +$21.9K 0.51% 21
2025
Q1 		$482K Sell
2,878
-629
-18% -$133K 0.35% 25
2024
Q4 		$813K Buy
+3,507
New +$649K 0.62% 19

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
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

Broadway Wealth Solutions's AVGO Position: Q2 2026 in Review

Broadway Wealth Solutions reduced its Broadcom (AVGO) stake by 6% in Q2 2026, selling an estimated $81.4K and leaving 3,207 shares worth $1.21M. The position accounts for 0.57% of the portfolio, ranked #21.

Broadway Wealth Solutions first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 1,034 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Broadway Wealth Solutions held 3,207 shares of Broadcom worth $1.21M as of Q2 2026.
  • Broadway Wealth Solutions sold 203 Broadcom shares in Q2 2026, an estimated $81.4K.
  • Broadcom made up 0.57% of Broadway Wealth Solutions's portfolio in Q2 2026, its #21 holding.
  • Broadway Wealth Solutions first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • 1,034 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Broadway Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.