Challenger Wealth Management’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.69M Buy
7,118
+13
+0.2% +$5.21K 1.98% 14
2026
Q1
$2.2M Buy
7,105
+56
+0.8% +$18.4K 1.76% 15
2025
Q4
$2.44M Buy
7,049
+551
+8% +$197K 1.86% 14
2025
Q3
$2.14M Sell
6,498
-1,772
-21% -$544K 1.68% 14
2025
Q2
$2.28M Buy
8,270
+4,766
+136% +$1.03M 1.58% 15
2025
Q1
$587K Buy
3,504
+45
+1% +$9.52K 0.46% 43
2024
Q4
$802K Buy
+3,459
New +$640K 0.69% 33

Other funds holding AVGO

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

Challenger Wealth Management increased its Broadcom (AVGO) stake by 0.18% in Q2 2026, buying an estimated $5.21K and bringing the position to 7,118 shares worth $2.69M. The position accounts for 1.98% of the portfolio, ranked #14.

Challenger Wealth Management first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 2,299 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Challenger Wealth Management held 7,118 shares of Broadcom worth $2.69M as of Q2 2026.
  • Challenger Wealth Management bought 13 Broadcom shares in Q2 2026, an estimated $5.21K.
  • Broadcom made up 1.98% of Challenger Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Challenger Wealth Management first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • 2,299 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Challenger Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.