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CWS Financial Advisors’s Broadcom AVGO Stock Holding History

CWS Financial 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 		$331K Buy
877
+6
+0.7% +$2.41K 0.07% 121
2026
Q1 		$270K Buy
871
+45
+5% +$14.8K 0.07% 126
2025
Q4 		$286K Hold
826
– – 0.08% 120
2025
Q3 		$272K Buy
826
+1
+0.1% +$307 0.08% 122
2025
Q2 		$227K Buy
+825
New +$179K 0.07% 127
2022
Q3 		– Sell
-2,640
Closed -$128K – 138
2022
Q2 		$128K Buy
+2,640
New +$148K 0.06% 156

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

CWS Financial Advisors's AVGO Position: Q2 2026 in Review

CWS Financial Advisors increased its Broadcom (AVGO) stake by 0.69% in Q2 2026, buying an estimated $2.41K and bringing the position to 877 shares worth $331K. The position accounts for 0.07% of the portfolio, ranked #121.

CWS Financial Advisors first reported a position in AVGO in Q2 2022 and has held it in 6 quarters since. 2,202 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • CWS Financial Advisors held 877 shares of Broadcom worth $331K as of Q2 2026.
  • CWS Financial Advisors bought 6 Broadcom shares in Q2 2026, an estimated $2.41K.
  • Broadcom made up 0.07% of CWS Financial Advisors's portfolio in Q2 2026, its #121 holding.
  • CWS Financial Advisors first reported a position in Broadcom in Q2 2022 and has held it in 6 quarters since.
  • 2,202 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.