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Insight Wealth Strategies’s Broadcom AVGO Stock Holding History

Insight Wealth Strategies’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 		$6.79M Sell
18,394
-1,570
-8% -$630K 0.66% 51
2026
Q1 		$6.18M Buy
19,964
+4,119
+26% +$1.36M 0.69% 41
2025
Q4 		$5.48M Buy
15,845
+569
+4% +$203K 0.63% 43
2025
Q3 		$5.04M Sell
15,276
-5,667
-27% -$1.74M 0.59% 50
2025
Q2 		$5.54M Sell
20,943
-4,022
-16% -$873K 0.7% 33
2025
Q1 		$4.18M Sell
24,965
-462
-2% -$97.8K 0.56% 51
2024
Q4 		$5.89M Sell
25,427
-4,248
-14% -$786K 0.79% 30
2024
Q3 		$5.12M Buy
29,675
+145
+0.5% +$23.2K 0.67% 36
2024
Q2 		$4.74M Sell
29,530
-10
-0% -$1.4K 0.67% 32
2024
Q1 		$3.92M Buy
29,540
+20
+0.1% +$2.48K 0.57% 40
2023
Q4 		$3.3M Sell
29,520
-6,190
-17% -$586K 0.53% 33
2023
Q3 		$2.97M Buy
35,710
+2,260
+7% +$196K 0.57% 31
2023
Q2 		$2.9M Sell
33,450
-150
-0.4% -$10.7K 0.56% 30
2023
Q1 		$2.16M Sell
33,600
-740
-2% -$44.5K 0.42% 34
2022
Q4 		$1.92M Sell
34,340
-28,960
-46% -$1.45M 0.37% 37
2022
Q3 		$3.08M Hold
63,300
– – 0.57% 26
2022
Q2 		$3.08M Sell
63,300
-1,860
-3% -$104K 0.57% 26
2022
Q1 		$4.1M Buy
65,160
+16,960
+35% +$1.01M 0.61% 25
2021
Q4 		$3.21M Buy
48,200
+2,470
+5% +$139K 0.46% 29
2021
Q3 		$2.22M Buy
45,730
+2,200
+5% +$107K 0.31% 44
2021
Q2 		$2.08M Sell
43,530
-9,980
-19% -$462K 0.29% 40
2021
Q1 		$2.48M Buy
53,510
+14,860
+38% +$687K 0.33% 39
2020
Q4 		$1.69M Buy
38,650
+70
+0.2% +$2.73K 0.29% 47
2020
Q3 		$1.41M Buy
38,580
+8,170
+27% +$274K 0.26% 46
2020
Q2 		$960K Buy
30,410
+11,040
+57% +$309K 0.21% 49
2020
Q1 		$459K Sell
19,370
-29,030
-60% -$818K 0.12% 82
2019
Q4 		$1.53M Buy
48,400
+1,840
+4% +$55.9K 0.32% 59
2019
Q3 		$1.28M Buy
46,560
+6,400
+16% +$182K 0.3% 61
2019
Q2 		$1.16M Buy
40,160
+32,760
+443% +$955K 0.28% 57
2019
Q1 		$223K Buy
+7,400
New +$201K 0.06% 128

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
ACM
ASK Capital Management San Francisco, California $721M AUM 36.53% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Insight Wealth Strategies's AVGO Position: Q2 2026 in Review

Insight Wealth Strategies reduced its Broadcom (AVGO) stake by 7.9% in Q2 2026, selling an estimated $630K and leaving 18,394 shares worth $6.79M. The position accounts for 0.66% of the portfolio, ranked #51.

Insight Wealth Strategies first reported a position in AVGO in Q1 2019 and has held it in 30 quarters since. 1,758 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Insight Wealth Strategies held 18,394 shares of Broadcom worth $6.79M as of Q2 2026.
  • Insight Wealth Strategies sold 1,570 Broadcom shares in Q2 2026, an estimated $630K.
  • Broadcom made up 0.66% of Insight Wealth Strategies's portfolio in Q2 2026, its #51 holding.
  • Insight Wealth Strategies first reported a position in Broadcom in Q1 2019 and has held it in 30 quarters since.
  • 1,758 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.