HWA
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HMV Wealth Advisors’s Broadcom AVGO Stock Holding History

HMV 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 		$782K Buy
2,070
+496
+32% +$199K 0.3% 44
2026
Q1 		$487K Hold
1,574
– – 0.23% 52
2025
Q4 		$545K Hold
1,574
– – 0.27% 48
2025
Q3 		$519K Hold
1,574
– – 0.29% 49
2025
Q2 		$434K Sell
1,574
-1,188
-43% -$258K 0.28% 54
2025
Q1 		$462K Hold
2,762
– – 0.37% 53
2024
Q4 		$640K Buy
+2,762
New +$511K 0.64% 42

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
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
Ninety One (UK)
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
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

HMV Wealth Advisors's AVGO Position: Q2 2026 in Review

HMV Wealth Advisors increased its Broadcom (AVGO) stake by 32% in Q2 2026, buying an estimated $199K and bringing the position to 2,070 shares worth $782K. The position accounts for 0.3% of the portfolio, ranked #44.

HMV Wealth Advisors first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 1,613 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • HMV Wealth Advisors held 2,070 shares of Broadcom worth $782K as of Q2 2026.
  • HMV Wealth Advisors bought 496 Broadcom shares in Q2 2026, an estimated $199K.
  • Broadcom made up 0.3% of HMV Wealth Advisors's portfolio in Q2 2026, its #44 holding.
  • HMV Wealth Advisors first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • 1,613 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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