CWG
AVGO icon

Crown Wealth Group’s Broadcom AVGO Stock Holding History

Crown Wealth 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 		$2.53M Buy
6,691
+160
+2% +$64.2K 0.64% 29
2026
Q1 		$2.02M Buy
6,531
+131
+2% +$43.1K 0.59% 30
2025
Q4 		$2.22M Buy
6,400
+460
+8% +$165K 0.62% 33
2025
Q3 		$1.96M Buy
5,940
+513
+9% +$157K 0.59% 30
2025
Q2 		$1.5M Buy
5,427
+701
+15% +$152K 0.56% 30
2025
Q1 		$791K Buy
4,726
+860
+22% +$182K 0.41% 39
2024
Q4 		$896K Buy
3,866
+129
+3% +$23.9K 0.36% 41
2024
Q3 		$645K Sell
3,737
-1,373
-27% -$220K 0.28% 53
2024
Q2 		$820K Buy
5,110
+1,450
+40% +$203K 0.41% 39
2024
Q1 		$485K Sell
3,660
-240
-6% -$29.7K 0.25% 47
2023
Q4 		$435K Buy
+3,900
New +$369K 0.26% 48

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
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
Ninety One (UK)
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

Crown Wealth Group's AVGO Position: Q2 2026 in Review

Crown Wealth Group increased its Broadcom (AVGO) stake by 2.4% in Q2 2026, buying an estimated $64.2K and bringing the position to 6,691 shares worth $2.53M. The position accounts for 0.64% of the portfolio, ranked #29.

Crown Wealth Group first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 2,202 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Crown Wealth Group held 6,691 shares of Broadcom worth $2.53M as of Q2 2026.
  • Crown Wealth Group bought 160 Broadcom shares in Q2 2026, an estimated $64.2K.
  • Broadcom made up 0.64% of Crown Wealth Group's portfolio in Q2 2026, its #29 holding.
  • Crown Wealth Group first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • 2,202 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.