Forza Wealth Management’s Broadcom AVGO Stock Holding History

Forza Wealth Management’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	$2.66M	Sell	7,045 -524	-7%	-$210K	0.82%	34
2026 Q1	$2.34M	Buy	7,569 +214	+3%	+$70.4K	0.81%	37
2025 Q4	$2.55M	Sell	7,355 -255	-3%	-$91.2K	0.92%	32
2025 Q3	$2.51M	Sell	7,610 -1,910	-20%	-$586K	0.96%	31
2025 Q2	$2.62M	Sell	9,520 -60	-0.6%	-$13K	1.08%	27
2025 Q1	$1.6M	Sell	9,580 -440	-4%	-$93.1K	0.72%	39
2024 Q4	$2.32M	Sell	10,020 -1,000	-9%	-$185K	1.06%	27
2024 Q3	$1.9M	Buy	11,020 +60	+0.5%	+$9.62K	0.87%	34
2024 Q2	$1.76M	Sell	10,960 -340	-3%	-$47.6K	0.91%	34
2024 Q1	$1.5M	Sell	11,300 -3,000	-21%	-$372K	0.78%	39
2023 Q4	$1.6M	Sell	14,300 -5,150	-26%	-$488K	0.88%	33
2023 Q3	$1.62M	Hold	19,450	–	–	0.83%	33
2023 Q2	$1.69M	Sell	19,450 -2,150	-10%	-$153K	0.85%	30
2023 Q1	$1.39M	Buy	+21,600	New	+$1.3M	0.71%	42

Other funds holding AVGO

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

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

Forza Wealth Management's AVGO Position: Q2 2026 in Review

Forza Wealth Management reduced its Broadcom (AVGO) stake by 6.9% in Q2 2026, selling an estimated $210K and leaving 7,045 shares worth $2.66M. The position accounts for 0.82% of the portfolio, ranked #34.

Forza Wealth Management first reported a position in AVGO in Q1 2023 and has held it in 14 quarters since. 1,044 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Forza Wealth Management held 7,045 shares of Broadcom worth $2.66M as of Q2 2026.
Forza Wealth Management sold 524 Broadcom shares in Q2 2026, an estimated $210K.
Broadcom made up 0.82% of Forza Wealth Management's portfolio in Q2 2026, its #34 holding.
Forza Wealth Management first reported a position in Broadcom in Q1 2023 and has held it in 14 quarters since.
1,044 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.