HWA
AVGO icon

Heritage Wealth Architects’s Broadcom AVGO Stock Holding History

Heritage Wealth Architects’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 		$344K Hold
896
– – 0.14% 62
2026
Q1 		$377K Sell
896
-27
-3% -$8.88K 0.16% 58
2025
Q4 		$295K Buy
+923
New +$330K 0.14% 65

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
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
SP
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

Heritage Wealth Architects's AVGO Position: Q2 2026 in Review

Heritage Wealth Architects held its Broadcom (AVGO) position steady in Q2 2026 at 896 shares worth $344K. The position accounts for 0.14% of the portfolio, ranked #62.

Heritage Wealth Architects first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. The position peaked at $377K in Q1 2026. 1,128 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Heritage Wealth Architects held 896 shares of Broadcom worth $344K as of Q2 2026.
  • Heritage Wealth Architects left its Broadcom share count unchanged in Q2 2026.
  • Broadcom made up 0.14% of Heritage Wealth Architects's portfolio in Q2 2026, its #62 holding.
  • Heritage Wealth Architects first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
  • Heritage Wealth Architects's Broadcom position peaked at $377K in Q1 2026.
  • 1,128 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Heritage Wealth Architects's 13F filing for Q2 2026, filed 15 Jul 2026.