GoalVest Advisory’s Broadcom AVGO Stock Holding History

GoalVest Advisory’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	$1.79M	Sell	4,749 -53	-1%	-$21.3K	0.33%	40
2026 Q1	$1.49M	Buy	4,802 +12	+0.3%	+$3.95K	0.29%	61
2025 Q4	$1.66M	Buy	4,790 +408	+9%	+$146K	0.32%	44
2025 Q3	$1.45M	Sell	4,382 -3,736	-46%	-$1.15M	0.31%	62
2025 Q2	$2.24M	Sell	8,118 -4,387	-35%	-$953K	0.55%	28
2025 Q1	$2.09M	Buy	12,505 +145	+1%	+$30.7K	0.58%	30
2024 Q4	$2.87M	Sell	12,360 -738	-6%	-$136K	0.79%	20
2024 Q3	$2.26M	Buy	13,098 +698	+6%	+$112K	0.65%	25
2024 Q2	$1.99M	Sell	12,400 -210	-2%	-$29.4K	0.64%	26
2024 Q1	$1.67M	Sell	12,610 -70	-0.6%	-$8.67K	0.56%	25
2023 Q4	$1.42M	Sell	12,680 -1,800	-12%	-$170K	0.62%	16
2023 Q3	$1.2M	Buy	14,480 +870	+6%	+$75.4K	0.6%	19
2023 Q2	$1.18M	Buy	13,610 +1,760	+15%	+$126K	0.61%	17
2023 Q1	$760K	Buy	11,850 +11,830	+59,150%	+$712K	0.45%	55
2022 Q4	$1.15K	Sell	20 -40	-67%	-$2.01K	﹤0.01%	231
2022 Q3	$3K	Sell	60 -12,590	-100%	-$643K	﹤0.01%	217
2022 Q2	$603K	Sell	12,650 -1,590	-11%	-$89.2K	0.38%	80
2022 Q1	$897K	Buy	+14,240	New	+$846K	0.51%	58
2021 Q2	$413K	Buy	+8,660	New	+$401K	0.26%	92

Other funds holding AVGO

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

GoalVest Advisory's AVGO Position: Q2 2026 in Review

GoalVest Advisory reduced its Broadcom (AVGO) stake by 1.1% in Q2 2026, selling an estimated $21.3K and leaving 4,749 shares worth $1.79M. The position accounts for 0.33% of the portfolio, ranked #40.

GoalVest Advisory first reported a position in AVGO in Q2 2021 and has held it in 19 quarters since. The position peaked at $2.87M in Q4 2024. 853 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

GoalVest Advisory held 4,749 shares of Broadcom worth $1.79M as of Q2 2026.
GoalVest Advisory sold 53 Broadcom shares in Q2 2026, an estimated $21.3K.
Broadcom made up 0.33% of GoalVest Advisory's portfolio in Q2 2026, its #40 holding.
GoalVest Advisory first reported a position in Broadcom in Q2 2021 and has held it in 19 quarters since.
GoalVest Advisory's Broadcom position peaked at $2.87M in Q4 2024.
853 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.