Holos Integrated Wealth’s Broadcom AVGO Stock Holding History

Holos Integrated Wealth’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	$111K	Sell	300 -167	-36%	-$67K	0.05%	115
2026 Q1	$156K	Buy	467 +17	+4%	+$5.59K	0.08%	97
2025 Q4	$156K	Buy	450 +160	+55%	+$57.2K	0.09%	76
2025 Q3	$94.1K	Hold	290	–	–	0.06%	88
2025 Q2	$88.4K	Sell	290 -160	-36%	-$34.7K	0.05%	90
2025 Q1	$75.3K	Hold	450	–	–	0.05%	95
2024 Q4	$104K	Buy	+450	New	+$83.2K	0.07%	77

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

Holos Integrated Wealth's AVGO Position: Q2 2026 in Review

Holos Integrated Wealth reduced its Broadcom (AVGO) stake by 36% in Q2 2026, selling an estimated $67K and leaving 300 shares worth $111K. The position accounts for 0.05% of the portfolio, ranked #115.

Holos Integrated Wealth first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. The position peaked at $156K in Q4 2025. 1,613 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Holos Integrated Wealth held 300 shares of Broadcom worth $111K as of Q2 2026.
Holos Integrated Wealth sold 167 Broadcom shares in Q2 2026, an estimated $67K.
Broadcom made up 0.05% of Holos Integrated Wealth's portfolio in Q2 2026, its #115 holding.
Holos Integrated Wealth first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
Holos Integrated Wealth's Broadcom position peaked at $156K in Q4 2025.
1,613 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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