Core Wealth Partners’s Broadcom AVGO Stock Holding History

Core Wealth Partners’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	$3.28M	Sell	8,682 -1,697	-16%	-$680K	1.4%	16
2026 Q1	$3.21M	Sell	10,379 -171	-2%	-$56.3K	1.49%	15
2025 Q4	$3.65M	Buy	10,550 +27	+0.3%	+$9.65K	1.64%	13
2025 Q3	$3.47M	Buy	10,523 +8	+0.1%	+$2.45K	1.59%	13
2025 Q2	$2.9M	Buy	10,515 +1,288	+14%	+$280K	1.47%	14
2025 Q1	$1.54M	Buy	9,227 +484	+6%	+$102K	0.9%	30
2024 Q4	$2.03M	Buy	8,743 +573	+7%	+$106K	1.16%	19
2024 Q3	$1.41M	Buy	8,170 +1,490	+22%	+$239K	0.85%	27
2024 Q2	$1.07M	Buy	6,680 +410	+7%	+$57.5K	0.73%	34
2024 Q1	$831K	Buy	6,270 +490	+8%	+$60.7K	0.63%	37
2023 Q4	$645K	Buy	5,780 +740	+15%	+$70.1K	0.53%	44
2023 Q3	$419K	Sell	5,040 -200	-4%	-$17.3K	0.38%	57
2023 Q2	$455K	Hold	5,240	–	–	0.42%	58
2023 Q1	$336K	Sell	5,240 -22,800	-81%	-$1.37M	0.34%	67
2022 Q4	$368K	Buy	+28,040	New	+$1.41M	0.41%	58

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

Core Wealth Partners's AVGO Position: Q2 2026 in Review

Core Wealth Partners reduced its Broadcom (AVGO) stake by 16% in Q2 2026, selling an estimated $680K and leaving 8,682 shares worth $3.28M. The position accounts for 1.4% of the portfolio, ranked #16.

Core Wealth Partners first reported a position in AVGO in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.65M in Q4 2025. 1,613 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Core Wealth Partners held 8,682 shares of Broadcom worth $3.28M as of Q2 2026.
Core Wealth Partners sold 1,697 Broadcom shares in Q2 2026, an estimated $680K.
Broadcom made up 1.4% of Core Wealth Partners's portfolio in Q2 2026, its #16 holding.
Core Wealth Partners first reported a position in Broadcom in Q4 2022 and has held it in 15 quarters since.
Core Wealth Partners's Broadcom position peaked at $3.65M in Q4 2025.
1,613 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.