IW
AVGO icon

Instrumental Wealth’s Broadcom AVGO Stock Holding History

Instrumental 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 		$1.04M Buy
2,763
+548
+25% +$220K 0.53% 23
2026
Q1 		$686K Sell
2,215
-108
-5% -$35.5K 0.42% 25
2025
Q4 		$747K Buy
2,323
+270
+13% +$96.6K 0.45% 24
2025
Q3 		$773K Buy
2,053
+271
+15% +$83.1K 0.54% 23
2025
Q2 		$501K Buy
1,782
+118
+7% +$25.6K 0.4% 29
2025
Q1 		$320K Buy
1,664
+292
+21% +$61.8K 0.29% 41
2024
Q4 		$300K Buy
1,372
+73
+6% +$13.5K 0.28% 39
2024
Q3 		$237K Buy
+1,299
New +$208K 0.23% 39

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Instrumental Wealth's AVGO Position: Q2 2026 in Review

Instrumental Wealth increased its Broadcom (AVGO) stake by 25% in Q2 2026, buying an estimated $220K and bringing the position to 2,763 shares worth $1.04M. The position accounts for 0.53% of the portfolio, ranked #23.

Instrumental Wealth first reported a position in AVGO in Q3 2024 and has held it in 8 quarters since. 853 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Instrumental Wealth held 2,763 shares of Broadcom worth $1.04M as of Q2 2026.
  • Instrumental Wealth bought 548 Broadcom shares in Q2 2026, an estimated $220K.
  • Broadcom made up 0.53% of Instrumental Wealth's portfolio in Q2 2026, its #23 holding.
  • Instrumental Wealth first reported a position in Broadcom in Q3 2024 and has held it in 8 quarters since.
  • 853 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Instrumental Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.