Great Point Wealth Advisors’s Broadcom AVGO Stock Holding History

Great Point Wealth 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	$422K	Buy	1,118 +21	+2%	+$8.42K	0.07%	57
2026 Q1	$339K	Buy	1,097 +19	+2%	+$6.25K	0.06%	54
2025 Q4	$373K	Sell	1,078 -67	-6%	-$24K	0.07%	53
2025 Q3	$378K	Buy	+1,145	New	+$351K	0.07%	50
2025 Q1	–	Sell	-1,208	Closed	-$280K	–	57
2024 Q4	$280K	Hold	1,208	–	–	0.06%	51
2024 Q3	$208K	Buy	+1,208	New	+$194K	0.04%	59

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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

Great Point Wealth Advisors's AVGO Position: Q2 2026 in Review

Great Point Wealth Advisors increased its Broadcom (AVGO) stake by 1.9% in Q2 2026, buying an estimated $8.42K and bringing the position to 1,118 shares worth $422K. The position accounts for 0.07% of the portfolio, ranked #57.

Great Point Wealth Advisors first reported a position in AVGO in Q3 2024 and has held it in 6 quarters since. 1,613 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Great Point Wealth Advisors held 1,118 shares of Broadcom worth $422K as of Q2 2026.
Great Point Wealth Advisors bought 21 Broadcom shares in Q2 2026, an estimated $8.42K.
Broadcom made up 0.07% of Great Point Wealth Advisors's portfolio in Q2 2026, its #57 holding.
Great Point Wealth Advisors first reported a position in Broadcom in Q3 2024 and has held it in 6 quarters since.
1,613 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Great Point Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.