IWM
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Integris Wealth Management’s Broadcom AVGO Stock Holding History

Integris Wealth Management’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 		$882K Buy
2,336
+1,615
+224% +$648K 0.18% 47
2026
Q1 		$223K Buy
721
+130
+22% +$42.8K 0.05% 107
2025
Q4 		$205K Sell
591
-124
-17% -$44.3K 0.05% 115
2025
Q3 		$236K Buy
+715
New +$219K 0.06% 109

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

Integris Wealth Management's AVGO Position: Q2 2026 in Review

Integris Wealth Management increased its Broadcom (AVGO) stake by 224% in Q2 2026, buying an estimated $648K and bringing the position to 2,336 shares worth $882K. The position accounts for 0.18% of the portfolio, ranked #47.

Integris Wealth Management first reported a position in AVGO in Q3 2025 and has held it in 4 quarters since. 1,613 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Integris Wealth Management held 2,336 shares of Broadcom worth $882K as of Q2 2026.
  • Integris Wealth Management bought 1,615 Broadcom shares in Q2 2026, an estimated $648K.
  • Broadcom made up 0.18% of Integris Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Integris Wealth Management first reported a position in Broadcom in Q3 2025 and has held it in 4 quarters since.
  • 1,613 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Integris Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.