Compass Wealth Management (Georgia)’s Broadcom AVGO Stock Holding History

Compass Wealth Management (Georgia)’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	$1.9M	Sell	5,019 -249	-5%	-$99.8K	0.76%	27
2026 Q1	$1.63M	Sell	5,268 -274	-5%	-$90.2K	0.7%	26
2025 Q4	$1.92M	Buy	5,542 +1	+0%	+$358	0.79%	27
2025 Q3	$1.83M	Hold	5,541	–	–	0.81%	27
2025 Q2	$1.53M	Buy	+5,541	New	+$1.2M	0.82%	28

Other funds holding AVGO

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Compass Wealth Management (Georgia)'s AVGO Position: Q2 2026 in Review

Compass Wealth Management (Georgia) reduced its Broadcom (AVGO) stake by 4.7% in Q2 2026, selling an estimated $99.8K and leaving 5,019 shares worth $1.9M. The position accounts for 0.76% of the portfolio, ranked #27.

Compass Wealth Management (Georgia) first reported a position in AVGO in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.92M in Q4 2025. 1,613 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Compass Wealth Management (Georgia) held 5,019 shares of Broadcom worth $1.9M as of Q2 2026.
Compass Wealth Management (Georgia) sold 249 Broadcom shares in Q2 2026, an estimated $99.8K.
Broadcom made up 0.76% of Compass Wealth Management (Georgia)'s portfolio in Q2 2026, its #27 holding.
Compass Wealth Management (Georgia) first reported a position in Broadcom in Q2 2025 and has held it in 5 quarters since.
Compass Wealth Management (Georgia)'s Broadcom position peaked at $1.92M in Q4 2025.
1,613 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Compass Wealth Management (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.