Caliber Wealth Management (Kansas)’s Broadcom AVGO Stock Holding History

Caliber Wealth Management (Kansas)’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	$8.89M	Buy	23,527 +4,116	+21%	+$1.65M	0.86%	20
2026 Q1	$6.01M	Buy	19,411 +702	+4%	+$231K	0.66%	27
2025 Q4	$6.48M	Sell	18,709 -5,839	-24%	-$2.09M	0.7%	28
2025 Q3	$8.1M	Sell	24,548 -5,250	-18%	-$1.61M	0.9%	23
2025 Q2	$8.21M	Buy	29,798 +19	+0.1%	+$4.13K	0.88%	25
2025 Q1	$4.99M	Buy	+29,779	New	+$6.3M	0.68%	31

Other funds holding AVGO

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Caliber Wealth Management (Kansas)'s AVGO Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its Broadcom (AVGO) stake by 21% in Q2 2026, buying an estimated $1.65M and bringing the position to 23,527 shares worth $8.89M. The position accounts for 0.86% of the portfolio, ranked #20.

Caliber Wealth Management (Kansas) first reported a position in AVGO in Q1 2025 and has held it in 6 quarters since. 1,950 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Caliber Wealth Management (Kansas) held 23,527 shares of Broadcom worth $8.89M as of Q2 2026.
Caliber Wealth Management (Kansas) bought 4,116 Broadcom shares in Q2 2026, an estimated $1.65M.
Broadcom made up 0.86% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #20 holding.
Caliber Wealth Management (Kansas) first reported a position in Broadcom in Q1 2025 and has held it in 6 quarters since.
1,950 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.