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Concurrent Investment Advisors’s Broadcom AVGO Stock Holding History

Concurrent Investment 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
2025
Q3 		– Sell
-100
Closed -$27.6K – 1507
2025
Q2 		$27.6K Buy
+100
New +$21.7K ﹤0.01% 1368

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Concurrent Investment Advisors's AVGO Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Broadcom (AVGO) stake by 11% in Q2 2026, buying an estimated $12.2M and bringing the position to 303,319 shares worth $115M. The position accounts for 0.98% of the portfolio, ranked #10.

Concurrent Investment Advisors first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 2,330 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Concurrent Investment Advisors held 303,319 shares of Broadcom worth $115M as of Q2 2026.
  • Concurrent Investment Advisors bought 30,357 Broadcom shares in Q2 2026, an estimated $12.2M.
  • Broadcom made up 0.98% of Concurrent Investment Advisors's portfolio in Q2 2026, its #10 holding.
  • Concurrent Investment Advisors first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • 2,330 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.