Curated Wealth Partners’s Broadcom AVGO Stock Holding History

Curated 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	$889K	Buy	460,421 +450,588	+4,582%	+$181M	0.12%	156
2026 Q1	$3.04M	Sell	9,833 -1,011	-9%	-$333K	0.38%	22
2025 Q4	$3.75M	Buy	10,844 +3,729	+52%	+$1.33M	0.41%	22
2025 Q3	$2.35M	Buy	7,115 +1,777	+33%	+$545K	0.28%	24
2025 Q2	$1.47M	Buy	5,338 +1,398	+35%	+$304K	0.17%	37
2025 Q1	$660K	Buy	3,940 +1,766	+81%	+$374K	0.09%	76
2024 Q4	$504K	Sell	2,174 -868	-29%	-$161K	0.06%	86
2024 Q3	$525K	Buy	3,042 +2	+0.1%	+$321	0.07%	77
2024 Q2	$488K	Buy	+3,040	New	+$426K	0.07%	79
2024 Q1	–	Sell	-3,020	Closed	-$374K	–	160
2023 Q4	$337K	Hold	3,020	–	–	0.06%	104
2023 Q3	$251K	Sell	3,020 -90	-3%	-$7.8K	0.05%	116
2023 Q2	$270K	Buy	+3,110	New	+$222K	0.05%	108

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

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ACM

ASK Capital Management San Francisco, California $721M AUM 36.53% 1-Year Est. Return

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

Curated Wealth Partners increased its Broadcom (AVGO) stake by 4,582% in Q2 2026, buying an estimated $181M and bringing the position to 460,421 shares worth $889K. The position accounts for 0.12% of the portfolio, ranked #156.

Curated Wealth Partners first reported a position in AVGO in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.75M in Q4 2025. 1,783 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Curated Wealth Partners held 460,421 shares of Broadcom worth $889K as of Q2 2026.
Curated Wealth Partners bought 450,588 Broadcom shares in Q2 2026, an estimated $181M.
Broadcom made up 0.12% of Curated Wealth Partners's portfolio in Q2 2026, its #156 holding.
Curated Wealth Partners first reported a position in Broadcom in Q2 2023 and has held it in 12 quarters since.
Curated Wealth Partners's Broadcom position peaked at $3.75M in Q4 2025.
1,783 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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