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Fortem Financial Group’s Broadcom AVGO Stock Holding History

Fortem 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 		$12.3M Buy
32,683
+1,155
+4% +$463K 2.52% 9
2026
Q1 		$9.76M Sell
31,528
-643
-2% -$212K 2.45% 6
2025
Q4 		$11.1M Buy
32,171
+373
+1% +$133K 2.98% 7
2025
Q3 		$10.5M Sell
31,798
-2,738
-8% -$840K 3.01% 7
2025
Q2 		$9.52M Sell
34,536
-179
-0.5% -$38.9K 3.07% 6
2025
Q1 		$5.81M Buy
34,715
+2,427
+8% +$514K 2.26% 7
2024
Q4 		$7.49M Sell
32,288
-230
-0.7% -$42.5K 2.9% 5
2024
Q3 		$5.61M Buy
32,518
+78
+0.2% +$12.5K 2.28% 8
2024
Q2 		$5.21M Sell
32,440
-520
-2% -$72.9K 2.24% 9
2024
Q1 		$4.37M Buy
32,960
+720
+2% +$89.2K 1.92% 11
2023
Q4 		$3.6M Sell
32,240
-3,460
-10% -$328K 1.79% 13
2023
Q3 		$2.97M Sell
35,700
-4,710
-12% -$408K 1.74% 14
2023
Q2 		$3.51M Buy
40,410
+5,230
+15% +$373K 2.08% 10
2023
Q1 		$2.26M Sell
35,180
-18,030
-34% -$1.08M 1.47% 14
2022
Q4 		$2.98M Sell
53,210
-3,850
-7% -$193K 1.74% 9
2022
Q3 		$2.53M Buy
57,060
+780
+1% +$39.8K 1.75% 10
2022
Q2 		$2.73M Sell
56,280
-650
-1% -$36.5K 1.79% 9
2022
Q1 		$3.58M Sell
56,930
-10,220
-15% -$607K 1.57% 9
2021
Q4 		$4.47M Buy
67,150
+1,330
+2% +$74.8K 2.04% 6
2021
Q3 		$3.19M Buy
65,820
+1,360
+2% +$66.1K 1.62% 12
2021
Q2 		$3.07M Buy
64,460
+6,200
+11% +$287K 1.56% 13
2021
Q1 		$2.7M Sell
58,260
-1,010
-2% -$46.7K 1.56% 13
2020
Q4 		$2.6M Buy
59,270
+2,320
+4% +$90.4K 1.55% 11
2020
Q3 		$2.08M Buy
+56,950
New +$1.91M 1.5% 14

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
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
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

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

Fortem Financial Group increased its Broadcom (AVGO) stake by 3.7% in Q2 2026, buying an estimated $463K and bringing the position to 32,683 shares worth $12.3M. The position accounts for 2.52% of the portfolio, ranked #9.

Fortem Financial Group first reported a position in AVGO in Q3 2020 and has held it in 24 quarters since. 1,373 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Fortem Financial Group held 32,683 shares of Broadcom worth $12.3M as of Q2 2026.
  • Fortem Financial Group bought 1,155 Broadcom shares in Q2 2026, an estimated $463K.
  • Broadcom made up 2.52% of Fortem Financial Group's portfolio in Q2 2026, its #9 holding.
  • Fortem Financial Group first reported a position in Broadcom in Q3 2020 and has held it in 24 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.