Cornerstone Advisory’s Broadcom AVGO Stock Holding History

Cornerstone Advisory’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	$3.1M	Buy	8,211 +551	+7%	+$221K	0.26%	66
2026 Q1	$2.37M	Buy	7,660 +581	+8%	+$191K	0.22%	69
2025 Q4	$2.45M	Buy	7,079 +150	+2%	+$53.6K	0.23%	67
2025 Q3	$2.29M	Sell	6,929 -166	-2%	-$50.9K	0.22%	62
2025 Q2	$1.96M	Buy	7,095 +103	+1%	+$22.4K	0.21%	67
2025 Q1	$1.4M	Buy	6,992 +1,754	+33%	+$371K	0.16%	72
2024 Q4	$1.22M	Buy	5,238 +785	+18%	+$145K	0.14%	83
2024 Q3	$768K	Buy	4,453 +193	+5%	+$30.9K	0.1%	101
2024 Q2	$684K	Sell	4,260 -2,880	-40%	-$404K	0.1%	103
2024 Q1	$946K	Buy	7,140 +500	+8%	+$62K	0.13%	89
2023 Q4	$741K	Sell	6,640 -1,050	-14%	-$99.4K	0.12%	107
2023 Q3	$639K	Buy	7,690 +140	+2%	+$12.1K	0.11%	110
2023 Q2	$654K	Buy	7,550 +340	+5%	+$24.2K	0.12%	116
2023 Q1	$462K	Sell	7,210 -1,270	-15%	-$76.4K	0.08%	137
2022 Q4	$474K	Buy	8,480 +190	+2%	+$9.53K	0.09%	128
2022 Q3	$368K	Hold	8,290	–	–	0.08%	138
2022 Q2	$403K	Sell	8,290 -8,700	-51%	-$488K	0.09%	126
2022 Q1	$1.07M	Buy	16,990 +3,780	+29%	+$225K	0.16%	100
2021 Q4	$880K	Sell	13,210 -960	-7%	-$54K	0.13%	123
2021 Q3	$688K	Buy	14,170 +1,530	+12%	+$74.4K	0.11%	142
2021 Q2	$603K	Buy	12,640 +440	+4%	+$20.4K	0.1%	144
2021 Q1	$566K	Buy	+12,200	New	+$564K	0.11%	142
2020 Q4	–	Sell	-38,140	Closed	-$1.39M	–	207
2020 Q3	$1.39M	Buy	+38,140	New	+$1.28M	0.32%	60

Other funds holding AVGO

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Cornerstone Advisory's AVGO Position: Q2 2026 in Review

Cornerstone Advisory increased its Broadcom (AVGO) stake by 7.2% in Q2 2026, buying an estimated $221K and bringing the position to 8,211 shares worth $3.1M. The position accounts for 0.26% of the portfolio, ranked #66.

Cornerstone Advisory first reported a position in AVGO in Q3 2020 and has held it in 23 quarters since. 2,081 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Cornerstone Advisory held 8,211 shares of Broadcom worth $3.1M as of Q2 2026.
Cornerstone Advisory bought 551 Broadcom shares in Q2 2026, an estimated $221K.
Broadcom made up 0.26% of Cornerstone Advisory's portfolio in Q2 2026, its #66 holding.
Cornerstone Advisory first reported a position in Broadcom in Q3 2020 and has held it in 23 quarters since.
2,081 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.