Global Retirement Partners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $56.5M | Buy |
+149,464
| New | +$59.9M | 0.86% | 13 |
|
|
2025
Q4 | $46.6M | Buy |
134,744
+40,517
| +43% | +$14.5M | 0.83% | 16 |
|
|
2025
Q3 | $31.1M | Buy |
94,227
+3,721
| +4% | +$1.14M | 0.7% | 25 |
|
|
2025
Q2 | $24.9M | Buy |
+90,506
| New | +$19.7M | 0.62% | 31 |
|
|
2024
Q4 | $17.7M | Sell |
76,424
-4,932
| -6% | -$912K | 0.51% | 37 |
|
|
2024
Q3 | $14M | Buy |
81,356
+1,586
| +2% | +$254K | 0.42% | 44 |
|
|
2024
Q2 | $12.8M | Buy |
79,770
+17,350
| +28% | +$2.43M | 0.4% | 48 |
|
|
2024
Q1 | $8.27M | Buy |
62,420
+1,940
| +3% | +$240K | 0.31% | 69 |
|
|
2023
Q4 | $6.74M | Buy |
60,480
+5,850
| +11% | +$554K | 0.28% | 75 |
|
|
2023
Q3 | $4.5M | Buy |
54,630
+1,760
| +3% | +$153K | 0.23% | 95 |
|
|
2023
Q2 | $4.59M | Sell |
52,870
-17,470
| -25% | -$1.25M | 0.22% | 98 |
|
|
2023
Q1 | $4.31M | Buy |
70,340
+13,660
| +24% | +$822K | 0.23% | 95 |
|
|
2022
Q4 | $3.17M | Sell |
56,680
-530
| -0.9% | -$26.6K | 0.22% | 105 |
|
|
2022
Q3 | $2.69M | Sell |
57,210
-2,270
| -4% | -$116K | 0.2% | 112 |
|
|
2022
Q2 | $2.89M | Sell |
59,480
-2,110
| -3% | -$118K | 0.23% | 103 |
|
|
2022
Q1 | $3.23M | Buy |
+61,590
| New | +$3.66M | 0.25% | 94 |
|
|
2021
Q4 | – | Sell |
-41,450
| Closed | -$2.01M | – | 355 |
|
|
2021
Q3 | $2.01M | Buy |
41,450
+1,090
| +3% | +$53K | 0.2% | 107 |
|
|
2021
Q2 | $1.93M | Buy |
40,360
+1,840
| +5% | +$85.3K | 0.2% | 115 |
|
|
2021
Q1 | $1.79M | Buy |
38,520
+1,060
| +3% | +$49K | 0.21% | 104 |
|
|
2020
Q4 | $1.64M | Buy |
37,460
+12,500
| +50% | +$487K | 0.21% | 100 |
|
|
2020
Q3 | $909K | Buy |
24,960
+3,720
| +18% | +$125K | 0.13% | 158 |
|
|
2020
Q2 | $670K | Buy |
21,240
+9,150
| +76% | +$256K | 0.11% | 185 |
|
|
2020
Q1 | $287K | Buy |
12,090
+2,440
| +25% | +$68.7K | 0.05% | 263 |
|
|
2019
Q4 | $305K | Buy |
9,650
+4,110
| +74% | +$125K | 0.05% | 300 |
|
|
2019
Q3 | $153K | Sell |
5,540
-770
| -12% | -$21.9K | 0.03% | 403 |
|
|
2019
Q2 | $182K | Buy |
6,310
+3,950
| +167% | +$115K | 0.03% | 357 |
|
|
2019
Q1 | $71K | Sell |
2,360
-810
| -26% | -$22K | 0.02% | 460 |
|
|
2018
Q4 | $81K | Buy |
3,170
+1,550
| +96% | +$36.6K | 0.02% | 415 |
|
|
2018
Q3 | $40K | Sell |
1,620
-180
| -10% | -$4.04K | 0.01% | 615 |
|
|
2018
Q2 | $44K | Buy |
1,800
+290
| +19% | +$7.11K | 0.01% | 565 |
|
|
2018
Q1 | $36K | Sell |
1,510
-600
| -28% | -$15.1K | 0.01% | 606 |
|
|
2017
Q4 | $54K | Buy |
2,110
+1,400
| +197% | +$36.4K | 0.01% | 477 |
|
|
2017
Q3 | $17K | Sell |
710
-1,020
| -59% | -$25.2K | 0.01% | 688 |
|
|
2017
Q2 | $40K | Buy |
1,730
+1,110
| +179% | +$25.8K | 0.02% | 451 |
|
|
2017
Q1 | $14K | Sell |
620
-1,700
| -73% | -$35K | 0.01% | 640 |
|
|
2016
Q4 | $41K | Buy |
+2,320
| New | +$40.2K | 0.03% | 379 |
|
Other funds holding AVGO
Global Retirement Partners's AVGO Position: Q2 2026 in Review
Global Retirement Partners opened a new position in Broadcom (AVGO) in Q2 2026: 149,464 shares worth $56.5M. The stake represents 0.86% of the portfolio and ranks #13 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in AVGO as recently as Q4 2025.
Global Retirement Partners first reported a position in AVGO in Q4 2016 and has held it in 36 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.
- Global Retirement Partners held 149,464 shares of Broadcom worth $56.5M as of Q2 2026.
- Broadcom was a new Global Retirement Partners position in Q2 2026.
- Broadcom made up 0.86% of Global Retirement Partners's portfolio in Q2 2026, its #13 holding.
- Global Retirement Partners first reported a position in Broadcom in Q4 2016 and has held it in 36 quarters since.
- 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.
Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.