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Global Retirement Partners’s Broadcom AVGO Stock Holding History

Global Retirement Partners’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
2025
Q3 		– Sell
-1,000
Closed -$1.55K – 3878
2025
Q2 		$1.55K Buy
+1,000
New +$217K ﹤0.01% 3326

Other funds holding AVGO

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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. 2,972 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.
  • 2,972 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.