CWP
AVGO icon

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
2024
Q2 		– Sell
-3,030
Closed -$402K – 155
2024
Q1 		$402K Buy
+3,030
New +$375K 0.06% 99

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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. 1,814 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.
  • 1,814 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.