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Invested Advisors’s Broadcom AVGO Stock Holding History

Invested Advisors’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 		$1.32M Sell
3,485
-487
-12% -$195K 1.16% 21
2026
Q1 		$1.23M Buy
3,972
+1
+0% +$329 1.24% 19
2025
Q4 		$1.37M Sell
3,971
-532
-12% -$190K 1.42% 18
2025
Q3 		$1.03M Buy
+4,503
New +$1.38M 1.5% 16

Other funds holding AVGO

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Invested Advisors's AVGO Position: Q2 2026 in Review

Invested Advisors reduced its Broadcom (AVGO) stake by 12% in Q2 2026, selling an estimated $195K and leaving 3,485 shares worth $1.32M. The position accounts for 1.16% of the portfolio, ranked #21.

Invested Advisors first reported a position in AVGO in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.37M in Q4 2025. 2,781 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Invested Advisors held 3,485 shares of Broadcom worth $1.32M as of Q2 2026.
  • Invested Advisors sold 487 Broadcom shares in Q2 2026, an estimated $195K.
  • Broadcom made up 1.16% of Invested Advisors's portfolio in Q2 2026, its #21 holding.
  • Invested Advisors first reported a position in Broadcom in Q3 2025 and has held it in 4 quarters since.
  • Invested Advisors's Broadcom position peaked at $1.37M in Q4 2025.
  • 2,781 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.