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Detalus Advisors’s Broadcom AVGO Stock Holding History

Detalus 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 		$293K Sell
775
-124
-14% -$49.7K 0.06% 151
2026
Q1 		$278K Sell
899
-120
-12% -$39.5K 0.06% 146
2025
Q4 		$353K Sell
1,019
-43
-4% -$15.4K 0.09% 124
2025
Q3 		$350K Buy
1,062
+57
+6% +$17.5K 0.09% 123
2025
Q2 		$277K Buy
+1,005
New +$218K 0.08% 133

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

Detalus Advisors's AVGO Position: Q2 2026 in Review

Detalus Advisors reduced its Broadcom (AVGO) stake by 14% in Q2 2026, selling an estimated $49.7K and leaving 775 shares worth $293K. The position accounts for 0.06% of the portfolio, ranked #151.

Detalus Advisors first reported a position in AVGO in Q2 2025 and has held it in 5 quarters since. The position peaked at $353K in Q4 2025. 2,219 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Detalus Advisors held 775 shares of Broadcom worth $293K as of Q2 2026.
  • Detalus Advisors sold 124 Broadcom shares in Q2 2026, an estimated $49.7K.
  • Broadcom made up 0.06% of Detalus Advisors's portfolio in Q2 2026, its #151 holding.
  • Detalus Advisors first reported a position in Broadcom in Q2 2025 and has held it in 5 quarters since.
  • Detalus Advisors's Broadcom position peaked at $353K in Q4 2025.
  • 2,219 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Detalus Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.