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CWC Advisors’s Broadcom AVGO Stock Holding History

CWC Advisors’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 		$7.69M Sell
20,354
-1,353
-6% -$542K 3.41% 2
2026
Q1 		$6.72M Sell
21,707
-141
-0.6% -$46.4K 3.2% 4
2025
Q4 		$7.56M Sell
21,848
-519
-2% -$186K 3.65% 1
2025
Q3 		$7.38M Buy
22,367
+5
+0% +$1.53K 3.61% 1
2025
Q2 		$6.16M Sell
22,362
-803
-3% -$174K 3.19% 5
2025
Q1 		$3.88M Buy
23,165
+1,640
+8% +$347K 2.21% 13
2024
Q4 		$4.99M Sell
21,525
-1,443
-6% -$267K 4.98% 2
2024
Q3 		$3.96M Buy
+22,968
New +$3.68M 3.91% 5

Other funds holding AVGO

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CWC Advisors's AVGO Position: Q2 2026 in Review

CWC Advisors reduced its Broadcom (AVGO) stake by 6.2% in Q2 2026, selling an estimated $542K and leaving 20,354 shares worth $7.69M. The position accounts for 3.41% of the portfolio, ranked #2.

CWC Advisors first reported a position in AVGO in Q3 2024 and has held it in 8 quarters since. 2,616 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • CWC Advisors held 20,354 shares of Broadcom worth $7.69M as of Q2 2026.
  • CWC Advisors sold 1,353 Broadcom shares in Q2 2026, an estimated $542K.
  • Broadcom made up 3.41% of CWC Advisors's portfolio in Q2 2026, its #2 holding.
  • CWC Advisors first reported a position in Broadcom in Q3 2024 and has held it in 8 quarters since.
  • 2,616 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on CWC Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.