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Carter Financial Group’s Broadcom AVGO Stock Holding History

Carter Financial Group’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 		$694K Sell
1,836
-317
-15% -$127K 0.36% 57
2026
Q1 		$666K Sell
2,153
-313
-13% -$103K 0.41% 49
2025
Q4 		$854K Sell
2,466
-85
-3% -$30.4K 0.51% 40
2025
Q3 		$842K Buy
2,551
+1,315
+106% +$403K 0.51% 41
2025
Q2 		$341K Buy
+1,236
New +$268K 0.22% 71

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

Carter Financial Group's AVGO Position: Q2 2026 in Review

Carter Financial Group reduced its Broadcom (AVGO) stake by 15% in Q2 2026, selling an estimated $127K and leaving 1,836 shares worth $694K. The position accounts for 0.36% of the portfolio, ranked #57.

Carter Financial Group first reported a position in AVGO in Q2 2025 and has held it in 5 quarters since. The position peaked at $854K in Q4 2025. 2,338 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Carter Financial Group held 1,836 shares of Broadcom worth $694K as of Q2 2026.
  • Carter Financial Group sold 317 Broadcom shares in Q2 2026, an estimated $127K.
  • Broadcom made up 0.36% of Carter Financial Group's portfolio in Q2 2026, its #57 holding.
  • Carter Financial Group first reported a position in Broadcom in Q2 2025 and has held it in 5 quarters since.
  • Carter Financial Group's Broadcom position peaked at $854K in Q4 2025.
  • 2,338 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.