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Heritage Wealth Management (California)’s Broadcom AVGO Stock Holding History

Heritage Wealth Management (California)’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 		$5.64M Buy
14,934
+112
+0.8% +$44.9K 2.14% 10
2026
Q1 		$4.59M Sell
14,822
-18
-0.1% -$5.92K 2.53% 9
2025
Q4 		$5.14M Sell
14,840
-1,271
-8% -$455K 3.26% 8
2025
Q3 		$5.32M Sell
16,111
-2,612
-14% -$801K 3.56% 5
2025
Q2 		$5.16M Buy
18,723
+29
+0.2% +$6.3K 3.44% 7
2025
Q1 		$3.13M Buy
18,694
+17,205
+1,155% +$3.64M 2.35% 10
2024
Q4 		$345K Buy
+1,489
New +$275K 0.25% 59

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

Heritage Wealth Management (California)'s AVGO Position: Q2 2026 in Review

Heritage Wealth Management (California) increased its Broadcom (AVGO) stake by 0.76% in Q2 2026, buying an estimated $44.9K and bringing the position to 14,934 shares worth $5.64M. The position accounts for 2.14% of the portfolio, ranked #10.

Heritage Wealth Management (California) first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 2,338 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Heritage Wealth Management (California) held 14,934 shares of Broadcom worth $5.64M as of Q2 2026.
  • Heritage Wealth Management (California) bought 112 Broadcom shares in Q2 2026, an estimated $44.9K.
  • Broadcom made up 2.14% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #10 holding.
  • Heritage Wealth Management (California) first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • 2,338 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2026, filed 22 Jul 2026.