CWA
AVGO icon

CogentBlue Wealth Advisors’s Broadcom AVGO Stock Holding History

CogentBlue Wealth Advisors’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 		$905K Buy
2,395
+286
+14% +$115K 0.52% 33
2026
Q1 		$653K Sell
2,109
-115
-5% -$37.8K 0.44% 34
2025
Q4 		$770K Buy
2,224
+381
+21% +$136K 0.52% 28
2025
Q3 		$608K Buy
1,843
+545
+42% +$167K 0.41% 37
2025
Q2 		$358K Buy
1,298
+94
+8% +$20.4K 0.27% 46
2025
Q1 		$202K Buy
1,204
+251
+26% +$53.1K 0.18% 61
2024
Q4 		$221K Buy
+953
New +$176K 0.19% 53

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

CogentBlue Wealth Advisors's AVGO Position: Q2 2026 in Review

CogentBlue Wealth Advisors increased its Broadcom (AVGO) stake by 14% in Q2 2026, buying an estimated $115K and bringing the position to 2,395 shares worth $905K. The position accounts for 0.52% of the portfolio, ranked #33.

CogentBlue Wealth Advisors first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 1,128 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • CogentBlue Wealth Advisors held 2,395 shares of Broadcom worth $905K as of Q2 2026.
  • CogentBlue Wealth Advisors bought 286 Broadcom shares in Q2 2026, an estimated $115K.
  • Broadcom made up 0.52% of CogentBlue Wealth Advisors's portfolio in Q2 2026, its #33 holding.
  • CogentBlue Wealth Advisors first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • 1,128 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.