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Fortune Financial Advisors’s Broadcom AVGO Stock Holding History

Fortune Financial 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 		$4.57M Sell
12,110
-15
-0.1% -$6.01K 1.96% 10
2026
Q1 		$3.75M Buy
12,125
+8,984
+286% +$2.96M 1.91% 10
2025
Q4 		$1.09M Sell
3,141
-20
-0.6% -$7.15K 0.73% 38
2025
Q3 		$1.04M Buy
3,161
+55
+2% +$16.9K 0.78% 38
2025
Q2 		$856K Hold
3,106
– – 0.69% 47
2025
Q1 		$520K Buy
3,106
+220
+8% +$46.6K 0.45% 59
2024
Q4 		$669K Sell
2,886
-25
-0.9% -$4.62K 0.61% 52
2024
Q3 		$502K Sell
2,911
-29
-1% -$4.65K 0.45% 60
2024
Q2 		$472K Hold
2,940
– – 0.29% 85
2024
Q1 		$390K Hold
2,940
– – 0.25% 97
2023
Q4 		$328K Sell
2,940
-50
-2% -$4.73K 0.23% 93
2023
Q3 		$249K Buy
2,990
+10
+0.3% +$867 0.19% 103
2023
Q2 		$259K Buy
+2,980
New +$213K 0.19% 106

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

Fortune Financial Advisors's AVGO Position: Q2 2026 in Review

Fortune Financial Advisors reduced its Broadcom (AVGO) stake by 0.12% in Q2 2026, selling an estimated $6.01K and leaving 12,110 shares worth $4.57M. The position accounts for 1.96% of the portfolio, ranked #10.

Fortune Financial Advisors first reported a position in AVGO in Q2 2023 and has held it in 13 quarters since. 2,338 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Fortune Financial Advisors held 12,110 shares of Broadcom worth $4.57M as of Q2 2026.
  • Fortune Financial Advisors sold 15 Broadcom shares in Q2 2026, an estimated $6.01K.
  • Broadcom made up 1.96% of Fortune Financial Advisors's portfolio in Q2 2026, its #10 holding.
  • Fortune Financial Advisors first reported a position in Broadcom in Q2 2023 and has held it in 13 quarters since.
  • 2,338 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.