Catalyst Private Wealth’s Broadcom AVGO Stock Holding History

Catalyst Private Wealth’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	$1.66M	Sell	4,382 -15	-0.3%	-$6.01K	0.8%	29
2026 Q1	$1.36M	Buy	4,397 +188	+4%	+$61.9K	0.74%	29
2025 Q4	$1.46M	Buy	4,209 +131	+3%	+$46.8K	0.64%	29
2025 Q3	$1.35M	Buy	4,078 +75	+2%	+$23K	0.59%	29
2025 Q2	$1.1M	Sell	4,003 -14	-0.3%	-$3.04K	0.49%	31
2025 Q1	$673K	Buy	4,017 +5	+0.1%	+$1.06K	0.33%	39
2024 Q4	$930K	Buy	4,012 +2	+0%	+$370	0.41%	34
2024 Q3	$692K	Hold	4,010	–	–	0.34%	43
2024 Q2	$644K	Sell	4,010 -390	-9%	-$54.7K	0.34%	48
2024 Q1	$583K	Hold	4,400	–	–	0.31%	47
2023 Q4	$491K	Hold	4,400	–	–	0.23%	54
2023 Q3	$365K	Sell	4,400 -3,340	-43%	-$290K	0.22%	53
2023 Q2	$671K	Sell	7,740 -480	-6%	-$34.2K	0.42%	39
2023 Q1	$527K	Sell	8,220 -300	-4%	-$18K	0.36%	49
2022 Q4	$476K	Buy	8,520 +20	+0.2%	+$1K	0.39%	45
2022 Q3	$377K	Sell	8,500 -20	-0.2%	-$1.02K	0.28%	52
2022 Q2	$414K	Buy	8,520 +20	+0.2%	+$1.12K	0.29%	55
2022 Q1	$535K	Hold	8,500	–	–	0.27%	53
2021 Q4	$566K	Hold	8,500	–	–	0.24%	50
2021 Q3	$412K	Hold	8,500	–	–	0.18%	51
2021 Q2	$405K	Sell	8,500 -1,150	-12%	-$53.3K	0.22%	48
2021 Q1	$447K	Hold	9,650	–	–	0.31%	40
2020 Q4	$423K	Hold	9,650	–	–	0.37%	36
2020 Q3	$352K	Buy	+9,650	New	+$323K	0.34%	39

Other funds holding AVGO

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Catalyst Private Wealth's AVGO Position: Q2 2026 in Review

Catalyst Private Wealth reduced its Broadcom (AVGO) stake by 0.34% in Q2 2026, selling an estimated $6.01K and leaving 4,382 shares worth $1.66M. The position accounts for 0.8% of the portfolio, ranked #29.

Catalyst Private Wealth first reported a position in AVGO in Q3 2020 and has held it in 24 quarters since. 2,338 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Catalyst Private Wealth held 4,382 shares of Broadcom worth $1.66M as of Q2 2026.
Catalyst Private Wealth sold 15 Broadcom shares in Q2 2026, an estimated $6.01K.
Broadcom made up 0.8% of Catalyst Private Wealth's portfolio in Q2 2026, its #29 holding.
Catalyst Private Wealth first reported a position in Broadcom in Q3 2020 and has held it in 24 quarters since.
2,338 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Catalyst Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.