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Commonwealth Retirement Investments’s Broadcom AVGO Stock Holding History

Commonwealth Retirement Investments’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 		$27.5M Buy
72,778
+10,237
+16% +$4.1M 7.46% 1
2026
Q1 		$19.4M Sell
62,541
-1,012
-2% -$333K 5.99% 1
2025
Q4 		$22M Sell
63,553
-1,804
-3% -$645K 7.08% 1
2025
Q3 		$21.6M Sell
65,357
-55
-0.1% -$16.9K 7.33% 1
2025
Q2 		$18M Sell
65,412
-19,994
-23% -$4.34M 6.86% 1
2025
Q1 		$14.3M Sell
85,406
-2,950
-3% -$624K 5.81% 1
2024
Q4 		$20.5M Sell
88,356
-5,689
-6% -$1.05M 8.44% 1
2024
Q3 		$16.2M Sell
94,045
-1,205
-1% -$193K 6.8% 1
2024
Q2 		$15.3M Sell
95,250
-15,130
-14% -$2.12M 7% 1
2024
Q1 		$14.6M Sell
110,380
-19,740
-15% -$2.45M 6.99% 1
2023
Q4 		$14.5M Sell
130,120
-10,350
-7% -$980K 7.69% 1
2023
Q3 		$11.7M Sell
140,470
-4,440
-3% -$385K 6.73% 1
2023
Q2 		$12.6M Buy
144,910
+410
+0.3% +$29.2K 7.01% 1
2023
Q1 		$9.27M Buy
144,500
+120
+0.1% +$7.22K 5.5% 1
2022
Q4 		$8.07M Buy
+144,380
New +$7.24M 4.89% 1

Other funds holding AVGO

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Commonwealth Retirement Investments's AVGO Position: Q2 2026 in Review

Commonwealth Retirement Investments increased its Broadcom (AVGO) stake by 16% in Q2 2026, buying an estimated $4.1M and bringing the position to 72,778 shares worth $27.5M. The position accounts for 7.46% of the portfolio, ranked #1.

Commonwealth Retirement Investments first reported a position in AVGO in Q4 2022 and has held it in 15 quarters since. 2,466 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Commonwealth Retirement Investments held 72,778 shares of Broadcom worth $27.5M as of Q2 2026.
  • Commonwealth Retirement Investments bought 10,237 Broadcom shares in Q2 2026, an estimated $4.1M.
  • Broadcom made up 7.46% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #1 holding.
  • Commonwealth Retirement Investments first reported a position in Broadcom in Q4 2022 and has held it in 15 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.