Essex Financial Services’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.26M | Sell |
19,223
-242
| -1% | -$97K | 0.36% | 65 |
|
|
2026
Q1 | $6.02M | Buy |
19,465
+325
| +2% | +$107K | 0.34% | 67 |
|
|
2025
Q4 | $6.62M | Sell |
19,140
-1,174
| -6% | -$420K | 0.38% | 55 |
|
|
2025
Q3 | $6.7M | Buy |
20,314
+46
| +0.2% | +$14.1K | 0.4% | 52 |
|
|
2025
Q2 | $5.59M | Buy |
20,268
+1,220
| +6% | +$265K | 0.37% | 61 |
|
|
2025
Q1 | $3.19M | Sell |
19,048
-1,659
| -8% | -$351K | 0.23% | 98 |
|
|
2024
Q4 | $4.8M | Buy |
20,707
+15
| +0.1% | +$2.77K | 0.34% | 65 |
|
|
2024
Q3 | $3.71M | Sell |
20,692
-176,008
| -89% | -$28.2M | 0.27% | 86 |
|
|
2024
Q2 | $2.87M | Buy |
196,700
+178,480
| +980% | +$25M | 0.21% | 99 |
|
|
2024
Q1 | $2.41M | Buy |
18,220
+240
| +1% | +$29.7K | 0.22% | 96 |
|
|
2023
Q4 | $2.01M | Buy |
17,980
+1,920
| +12% | +$182K | 0.21% | 106 |
|
|
2023
Q3 | $1.33M | Buy |
16,060
+280
| +2% | +$24.3K | 0.15% | 139 |
|
|
2023
Q2 | $1.37M | Sell |
15,780
-240
| -1% | -$17.1K | 0.16% | 136 |
|
|
2023
Q1 | $1.03M | Buy |
16,020
+1,110
| +7% | +$66.8K | 0.11% | 178 |
|
|
2022
Q4 | $833K | Sell |
14,910
-1,040
| -7% | -$52.1K | 0.09% | 207 |
|
|
2022
Q3 | $708K | Buy |
15,950
+20
| +0.1% | +$1.02K | 0.08% | 206 |
|
|
2022
Q2 | $774K | Sell |
15,930
-510
| -3% | -$28.6K | 0.09% | 213 |
|
|
2022
Q1 | $1.03M | Sell |
16,440
-150
| -0.9% | -$8.91K | 0.1% | 197 |
|
|
2021
Q4 | $1.1M | Sell |
16,590
-40
| -0.2% | -$2.25K | 0.11% | 185 |
|
|
2021
Q3 | $807K | Buy |
16,630
+920
| +6% | +$44.7K | 0.09% | 211 |
|
|
2021
Q2 | $729K | Hold |
15,710
| – | – | 0.11% | 194 |
|
|
2021
Q1 | $729K | Buy |
15,710
+1,200
| +8% | +$55.5K | 0.13% | 162 |
|
|
2020
Q4 | $635K | Buy |
14,510
+940
| +7% | +$36.6K | 0.13% | 160 |
|
|
2020
Q3 | $494K | Buy |
13,570
+1,650
| +14% | +$55.3K | 0.12% | 162 |
|
|
2020
Q2 | $376K | Sell |
11,920
-2,880
| -19% | -$80.6K | 0.12% | 164 |
|
|
2020
Q1 | $351K | Buy |
14,800
+7,090
| +92% | +$200K | 0.13% | 158 |
|
|
2019
Q4 | $244K | Buy |
7,710
+170
| +2% | +$5.16K | 0.07% | 235 |
|
|
2019
Q3 | $208K | Buy |
+7,540
| New | +$214K | 0.07% | 233 |
|
|
2019
Q2 | – | Sell |
-6,970
| Closed | -$210K | – | 244 |
|
|
2019
Q1 | $210K | Buy |
+6,970
| New | +$189K | 0.06% | 212 |
|
Other funds holding AVGO
Essex Financial Services's AVGO Position: Q2 2026 in Review
Essex Financial Services reduced its Broadcom (AVGO) stake by 1.2% in Q2 2026, selling an estimated $97K and leaving 19,223 shares worth $7.26M. The position accounts for 0.36% of the portfolio, ranked #65.
Essex Financial Services first reported a position in AVGO in Q1 2019 and has held it in 29 quarters since. 4,859 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.
- Essex Financial Services held 19,223 shares of Broadcom worth $7.26M as of Q2 2026.
- Essex Financial Services sold 242 Broadcom shares in Q2 2026, an estimated $97K.
- Broadcom made up 0.36% of Essex Financial Services's portfolio in Q2 2026, its #65 holding.
- Essex Financial Services first reported a position in Broadcom in Q1 2019 and has held it in 29 quarters since.
- 4,859 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.
Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.