EFG
AVGO icon

Everhart Financial Group’s Broadcom AVGO Stock Holding History

Everhart Financial Group’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 		$13.6M Sell
35,919
-3,586
-9% -$1.44M 0.87% 17
2026
Q1 		$12.2M Buy
39,505
+6,040
+18% +$1.99M 1.04% 13
2025
Q4 		$11.6M Buy
33,465
+2,428
+8% +$868K 1.07% 16
2025
Q3 		$10.2M Buy
31,037
+1,643
+6% +$504K 1.03% 15
2025
Q2 		$8.1M Buy
29,394
+2,769
+10% +$601K 0.94% 14
2025
Q1 		$4.46M Buy
26,625
+1,101
+4% +$233K 0.61% 23
2024
Q4 		$5.92M Buy
25,524
+1,652
+7% +$306K 1.22% 15
2024
Q3 		$4.12M Buy
23,872
+3,242
+16% +$520K 0.91% 21
2024
Q2 		$3.31M Buy
20,630
+3,750
+22% +$526K 0.86% 25
2024
Q1 		$2.24M Buy
16,880
+1,430
+9% +$177K 0.65% 31
2023
Q4 		$1.72M Buy
15,450
+2,350
+18% +$223K 0.61% 36
2023
Q3 		$1.09M Buy
13,100
+1,030
+9% +$89.3K 0.46% 46
2023
Q2 		$1.05M Buy
12,070
+1,120
+10% +$79.9K 0.43% 47
2023
Q1 		$702K Buy
10,950
+1,060
+11% +$63.8K 0.32% 64
2022
Q4 		$553K Buy
9,890
+1,150
+13% +$57.7K 0.28% 79
2022
Q3 		$388K Buy
8,740
+850
+11% +$43.4K 0.21% 91
2022
Q2 		$384K Sell
7,890
-620
-7% -$34.8K 0.23% 100
2022
Q1 		$536K Buy
8,510
+2,820
+50% +$167K 0.31% 68
2021
Q4 		$379K Buy
+5,690
New +$320K 0.23% 83

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B 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
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Everhart Financial Group's AVGO Position: Q2 2026 in Review

Everhart Financial Group reduced its Broadcom (AVGO) stake by 9.1% in Q2 2026, selling an estimated $1.44M and leaving 35,919 shares worth $13.6M. The position accounts for 0.87% of the portfolio, ranked #17.

Everhart Financial Group first reported a position in AVGO in Q4 2021 and has held it in 19 quarters since. 853 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Everhart Financial Group held 35,919 shares of Broadcom worth $13.6M as of Q2 2026.
  • Everhart Financial Group sold 3,586 Broadcom shares in Q2 2026, an estimated $1.44M.
  • Broadcom made up 0.87% of Everhart Financial Group's portfolio in Q2 2026, its #17 holding.
  • Everhart Financial Group first reported a position in Broadcom in Q4 2021 and has held it in 19 quarters since.
  • 853 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.