CWS
AVGO icon

Cypress Wealth Services’s Broadcom AVGO Stock Holding History

Cypress Wealth Services’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 		$4.91M Buy
12,989
+194
+2% +$77.8K 0.6% 42
2026
Q1 		$3.96M Sell
12,795
-115
-0.9% -$37.8K 0.56% 44
2025
Q4 		$4.47M Buy
12,910
+4,747
+58% +$1.7M 0.62% 38
2025
Q3 		$2.69M Buy
8,163
+1,861
+30% +$571K 0.44% 48
2025
Q2 		$1.74M Buy
6,302
+735
+13% +$160K 0.31% 64
2025
Q1 		$932K Buy
5,567
+188
+3% +$39.8K 0.19% 93
2024
Q4 		$1.25M Buy
5,379
+785
+17% +$145K 0.25% 73
2024
Q3 		$792K Buy
4,594
+534
+13% +$85.6K 0.16% 104
2024
Q2 		$652K Buy
4,060
+300
+8% +$42K 0.15% 112
2024
Q1 		$499K Buy
3,760
+1,650
+78% +$204K 0.12% 146
2023
Q4 		$236K Buy
+2,110
New +$200K 0.06% 213

Other funds holding AVGO

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return