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Intergy Private Wealth’s Broadcom AVGO Stock Holding History

Intergy Private 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 		$1.68M Buy
4,444
+106
+2% +$42.5K 0.39% 38
2026
Q1 		$1.34M Buy
4,338
+218
+5% +$71.7K 0.39% 37
2025
Q4 		$1.43M Buy
4,120
+40
+1% +$14.3K 0.43% 34
2025
Q3 		$1.35M Sell
4,080
-62
-1% -$19K 0.42% 35
2025
Q2 		$1.14M Buy
4,142
+138
+3% +$30K 0.39% 38
2025
Q1 		$670K Buy
4,004
+73
+2% +$15.4K 0.25% 55
2024
Q4 		$911K Sell
3,931
-71
-2% -$13.1K 0.34% 47
2024
Q3 		$690K Sell
4,002
-28
-0.7% -$4.49K 0.26% 53
2024
Q2 		$647K Buy
4,030
+10
+0.2% +$1.4K 0.27% 54
2024
Q1 		$533K Hold
4,020
– – 0.22% 59
2023
Q4 		$449K Sell
4,020
-200
-5% -$18.9K 0.19% 59
2023
Q3 		$351K Sell
4,220
-250
-6% -$21.7K 0.18% 57
2023
Q2 		$388K Sell
4,470
-210
-4% -$15K 0.19% 58
2023
Q1 		$300K Buy
4,680
+220
+5% +$13.2K 0.17% 59
2022
Q4 		$249K Buy
+4,460
New +$224K 0.16% 59

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
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

Intergy Private Wealth's AVGO Position: Q2 2026 in Review

Intergy Private Wealth increased its Broadcom (AVGO) stake by 2.4% in Q2 2026, buying an estimated $42.5K and bringing the position to 4,444 shares worth $1.68M. The position accounts for 0.39% of the portfolio, ranked #38.

Intergy Private Wealth first reported a position in AVGO in Q4 2022 and has held it in 15 quarters since. 1,109 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Intergy Private Wealth held 4,444 shares of Broadcom worth $1.68M as of Q2 2026.
  • Intergy Private Wealth bought 106 Broadcom shares in Q2 2026, an estimated $42.5K.
  • Broadcom made up 0.39% of Intergy Private Wealth's portfolio in Q2 2026, its #38 holding.
  • Intergy Private Wealth first reported a position in Broadcom in Q4 2022 and has held it in 15 quarters since.
  • 1,109 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.