FTA
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Financial & Tax Architects’s Broadcom AVGO Stock Holding History

Financial & Tax Architects’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 		$2.33M Sell
6,167
-758
-11% -$304K 0.49% 51
2026
Q1 		$2.14M Buy
6,925
+366
+6% +$120K 0.48% 56
2025
Q4 		$2.27M Sell
6,559
-810
-11% -$290K 0.51% 53
2025
Q3 		$2.43M Buy
7,369
+482
+7% +$148K 0.54% 46
2025
Q2 		$1.9M Sell
6,887
-292
-4% -$63.4K 0.46% 46
2025
Q1 		$1.2M Sell
7,179
-2,101
-23% -$445K 0.3% 57
2024
Q4 		$2.15M Buy
9,280
+892
+11% +$165K 0.55% 47
2024
Q3 		$1.45M Sell
8,388
-862
-9% -$138K 0.37% 50
2024
Q2 		$1.49M Buy
9,250
+1,550
+20% +$217K 0.4% 49
2024
Q1 		$1.02M Buy
7,700
+930
+14% +$115K 0.28% 50
2023
Q4 		$756K Sell
6,770
-2,220
-25% -$210K 0.22% 53
2023
Q3 		$747K Buy
8,990
+1,610
+22% +$140K 0.23% 61
2023
Q2 		$640K Sell
7,380
-1,140
-13% -$81.3K 0.2% 55
2023
Q1 		$547K Sell
8,520
-180
-2% -$10.8K 0.18% 57
2022
Q4 		$497K Sell
8,700
-2,050
-19% -$103K 0.17% 57
2022
Q3 		$477K Sell
10,750
-1,230
-10% -$62.8K 0.18% 51
2022
Q2 		$582K Sell
11,980
-2,530
-17% -$142K 0.22% 56
2022
Q1 		$914K Buy
+14,510
New +$862K 0.34% 55

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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Financial & Tax Architects's AVGO Position: Q2 2026 in Review

Financial & Tax Architects reduced its Broadcom (AVGO) stake by 11% in Q2 2026, selling an estimated $304K and leaving 6,167 shares worth $2.33M. The position accounts for 0.49% of the portfolio, ranked #51.

Financial & Tax Architects first reported a position in AVGO in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.43M in Q3 2025. 2,338 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Financial & Tax Architects held 6,167 shares of Broadcom worth $2.33M as of Q2 2026.
  • Financial & Tax Architects sold 758 Broadcom shares in Q2 2026, an estimated $304K.
  • Broadcom made up 0.49% of Financial & Tax Architects's portfolio in Q2 2026, its #51 holding.
  • Financial & Tax Architects first reported a position in Broadcom in Q1 2022 and has held it in 18 quarters since.
  • Financial & Tax Architects's Broadcom position peaked at $2.43M in Q3 2025.
  • 2,338 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Financial & Tax Architects's 13F filing for Q2 2026, filed 23 Jul 2026.