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Harold Davidson & Associates’s Broadcom AVGO Stock Holding History

Harold Davidson & Associates’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 		– Sell
-3,103
Closed -$960K – 60
2026
Q1 		$960K Buy
3,103
+15
+0.5% +$4.94K 0.47% 40
2025
Q4 		$1.07M Buy
3,088
+951
+45% +$340K 0.47% 41
2025
Q3 		$705K Buy
2,137
+215
+11% +$66K 0.32% 45
2025
Q2 		$530K Buy
1,922
+76
+4% +$16.5K 0.34% 44
2025
Q1 		$309K Sell
1,846
-140
-7% -$29.6K 0.17% 54
2024
Q4 		$460K Buy
+1,986
New +$367K 0.22% 52

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Harold Davidson & Associates's AVGO Position: Q2 2026 in Review

Harold Davidson & Associates sold out of Broadcom (AVGO) in Q2 2026, closing a stake of 3,103 shares — an estimated $960K sold.

Harold Davidson & Associates first reported a position in AVGO in Q4 2024 and held it in 6 quarters. The position peaked at $1.07M in Q4 2025. 2,338 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Harold Davidson & Associates reported no remaining Broadcom position as of Q2 2026 after selling out during the quarter.
  • Harold Davidson & Associates sold 3,103 Broadcom shares in Q2 2026, an estimated $960K.
  • Harold Davidson & Associates first reported a position in Broadcom in Q4 2024 and held it in 6 quarters.
  • Harold Davidson & Associates's Broadcom position peaked at $1.07M in Q4 2025.
  • 2,338 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Harold Davidson & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.