CFG
AVGO icon

Cooper Financial Group’s Broadcom AVGO Stock Holding History

Cooper Financial Group’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 		$24.2M Sell
63,965
-628
-1% -$252K 2% 9
2026
Q1 		$20M Buy
64,593
+2,198
+4% +$723K 2.02% 10
2025
Q4 		$21.6M Buy
62,395
+7,581
+14% +$2.71M 2.3% 10
2025
Q3 		$18.1M Sell
54,814
-1,557
-3% -$478K 2% 11
2025
Q2 		$15.5M Sell
56,371
-2,872
-5% -$624K 1.83% 12
2025
Q1 		$9.92M Buy
59,243
+768
+1% +$163K 1.31% 14
2024
Q4 		$13.6M Buy
58,475
+3,861
+7% +$714K 1.63% 14
2024
Q3 		$9.42M Buy
54,614
+10,224
+23% +$1.64M 1.22% 16
2024
Q2 		$7.13M Sell
44,390
-4,400
-9% -$617K 1.05% 20
2024
Q1 		$6.47M Buy
48,790
+4,040
+9% +$501K 1.06% 20
2023
Q4 		$4.99M Sell
44,750
-690
-2% -$65.3K 0.91% 24
2023
Q3 		$3.77M Buy
45,440
+3,580
+9% +$310K 0.91% 22
2023
Q2 		$3.63M Sell
41,860
-2,810
-6% -$200K 0.9% 20
2023
Q1 		$2.87M Buy
44,670
+2,580
+6% +$155K 0.77% 22
2022
Q4 		$2.35M Buy
42,090
+1,120
+3% +$56.2K 0.72% 28
2022
Q3 		$1.82M Buy
40,970
+30,500
+291% +$1.56M 0.65% 34
2022
Q2 		$509K Buy
10,470
+430
+4% +$24.1K 0.18% 125
2022
Q1 		$632K Buy
10,040
+180
+2% +$10.7K 0.24% 99
2021
Q4 		$656K Sell
9,860
-3,220
-25% -$181K 0.25% 95
2021
Q3 		$634K Buy
13,080
+590
+5% +$28.7K 0.13% 108
2021
Q2 		$595K Buy
12,490
+440
+4% +$20.4K 0.12% 107
2021
Q1 		$559K Sell
12,050
-6,300
-34% -$291K 0.13% 114
2020
Q4 		$803K Buy
18,350
+6,120
+50% +$239K 0.16% 108
2020
Q3 		$446K Buy
+12,230
New +$410K 0.13% 114

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

Cooper Financial Group's AVGO Position: Q2 2026 in Review

Cooper Financial Group reduced its Broadcom (AVGO) stake by 0.97% in Q2 2026, selling an estimated $252K and leaving 63,965 shares worth $24.2M. The position accounts for 2% of the portfolio, ranked #9.

Cooper Financial Group first reported a position in AVGO in Q3 2020 and has held it in 24 quarters since. 2,352 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Cooper Financial Group held 63,965 shares of Broadcom worth $24.2M as of Q2 2026.
  • Cooper Financial Group sold 628 Broadcom shares in Q2 2026, an estimated $252K.
  • Broadcom made up 2% of Cooper Financial Group's portfolio in Q2 2026, its #9 holding.
  • Cooper Financial Group first reported a position in Broadcom in Q3 2020 and has held it in 24 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.