Horizon Financial Services’s Broadcom AVGO Stock Holding History

Horizon Financial Services’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	$637K	Buy	1,687 +572	+51%	+$229K	0.24%	46
2026 Q1	$345K	Buy	1,115 +300	+37%	+$98.7K	0.15%	52
2025 Q4	$282K	Buy	815 +37	+5%	+$13.2K	0.13%	53
2025 Q3	$257K	Buy	778 +246	+46%	+$75.5K	0.12%	55
2025 Q2	$147K	Hold	532	–	–	0.08%	59
2025 Q1	$89.1K	Buy	532 +16	+3%	+$3.39K	0.05%	62
2024 Q4	$120K	Buy	516 +16	+3%	+$2.96K	0.07%	61
2024 Q3	$86.3K	Hold	500	–	–	0.05%	69
2024 Q2	$80.3K	Hold	500	–	–	0.05%	71
2024 Q1	$66.3K	Buy	+500	New	+$62K	0.04%	74

Other funds holding AVGO

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Horizon Financial Services's AVGO Position: Q2 2026 in Review

Horizon Financial Services increased its Broadcom (AVGO) stake by 51% in Q2 2026, buying an estimated $229K and bringing the position to 1,687 shares worth $637K. The position accounts for 0.24% of the portfolio, ranked #46.

Horizon Financial Services first reported a position in AVGO in Q1 2024 and has held it in 10 quarters since. 2,338 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Horizon Financial Services held 1,687 shares of Broadcom worth $637K as of Q2 2026.
Horizon Financial Services bought 572 Broadcom shares in Q2 2026, an estimated $229K.
Broadcom made up 0.24% of Horizon Financial Services's portfolio in Q2 2026, its #46 holding.
Horizon Financial Services first reported a position in Broadcom in Q1 2024 and has held it in 10 quarters since.
2,338 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.