EWA
AVGO icon

EverSource Wealth Advisors’s Broadcom AVGO Stock Holding History

EverSource Wealth 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 		$32.9M Sell
87,009
-15,970
-16% -$6.4M 1.11% 15
2026
Q1 		$31.9M Buy
102,979
+9,882
+11% +$3.25M 0.97% 19
2025
Q4 		$32.2M Sell
93,097
-124
-0.1% -$44.3K 1.19% 16
2025
Q3 		$30.8M Sell
93,221
-1,124
-1% -$345K 1.22% 14
2025
Q2 		$26M Buy
94,345
+7,143
+8% +$1.55M 1.17% 15
2025
Q1 		$14.6M Buy
87,202
+2,886
+3% +$611K 0.8% 28
2024
Q4 		$19.5M Buy
84,316
+3,857
+5% +$713K 1.1% 20
2024
Q3 		$13.9M Sell
80,459
-731,791
-90% -$117M 0.88% 24
2024
Q2 		$13.1M Buy
812,250
+731,340
+904% +$102M 0.87% 24
2024
Q1 		$10.5M Sell
80,910
-860
-1% -$107K 0.83% 25
2023
Q4 		$9.13M Buy
81,770
+1,830
+2% +$173K 0.84% 25
2023
Q3 		$6.64M Buy
79,940
+4,400
+6% +$381K 0.7% 33
2023
Q2 		$6.55M Buy
75,540
+5,570
+8% +$397K 0.72% 32
2023
Q1 		$4.49M Buy
69,970
+2,650
+4% +$159K 0.56% 40
2022
Q4 		$3.76M Buy
67,320
+40,800
+154% +$2.05M 0.57% 39
2022
Q3 		$1.18M Buy
26,520
+3,770
+17% +$193K 0.27% 70
2022
Q2 		$1.1M Buy
22,750
+2,890
+15% +$162K 0.28% 68
2022
Q1 		$1.25M Buy
19,860
+9,020
+83% +$536K 0.32% 58
2021
Q4 		$722K Buy
+10,840
New +$609K 0.2% 84

Other funds holding AVGO

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

EverSource Wealth Advisors's AVGO Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Broadcom (AVGO) stake by 16% in Q2 2026, selling an estimated $6.4M and leaving 87,009 shares worth $32.9M. The position accounts for 1.11% of the portfolio, ranked #15.

EverSource Wealth Advisors first reported a position in AVGO in Q4 2021 and has held it in 19 quarters since. 2,466 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • EverSource Wealth Advisors held 87,009 shares of Broadcom worth $32.9M as of Q2 2026.
  • EverSource Wealth Advisors sold 15,970 Broadcom shares in Q2 2026, an estimated $6.4M.
  • Broadcom made up 1.11% of EverSource Wealth Advisors's portfolio in Q2 2026, its #15 holding.
  • EverSource Wealth Advisors first reported a position in Broadcom in Q4 2021 and has held it in 19 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.