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Invictus Private Wealth’s Broadcom AVGO Stock Holding History

Invictus 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 		$51.2M Sell
135,524
-2,730
-2% -$1.09M 2.75% 12
2026
Q1 		$42.8M Sell
138,254
-912
-0.7% -$300K 2.64% 14
2025
Q4 		$48.2M Buy
139,166
+3,645
+3% +$1.3M 2.92% 12
2025
Q3 		$44.7M Sell
135,521
-2,285
-2% -$701K 2.8% 13
2025
Q2 		$38M Buy
137,806
+15,272
+12% +$3.32M 2.6% 14
2025
Q1 		$20.5M Buy
122,534
+3,145
+3% +$666K 1.63% 16
2024
Q4 		$27.7M Buy
119,389
+116,423
+3,925% +$21.5M 2.1% 15
2024
Q3 		$512K Sell
2,966
-74
-2% -$11.9K 0.04% 55
2024
Q2 		$488K Sell
3,040
-70
-2% -$9.81K 0.04% 54
2024
Q1 		$412K Sell
3,110
-260
-8% -$32.2K 0.04% 62
2023
Q4 		$376K Sell
3,370
-30
-0.9% -$2.84K 0.04% 69
2023
Q3 		$282K Sell
3,400
-230
-6% -$19.9K 0.03% 75
2023
Q2 		$315K Sell
3,630
-260
-7% -$18.5K 0.03% 78
2023
Q1 		$250K Sell
3,890
-520
-12% -$31.3K 0.03% 80
2022
Q4 		$247K Buy
+4,410
New +$221K 0.03% 80

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Invictus Private Wealth reduced its Broadcom (AVGO) stake by 2% in Q2 2026, selling an estimated $1.09M and leaving 135,524 shares worth $51.2M. The position accounts for 2.75% of the portfolio, ranked #12.

Invictus Private Wealth first reported a position in AVGO in Q4 2022 and has held it in 15 quarters since. 2,338 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Invictus Private Wealth held 135,524 shares of Broadcom worth $51.2M as of Q2 2026.
  • Invictus Private Wealth sold 2,730 Broadcom shares in Q2 2026, an estimated $1.09M.
  • Broadcom made up 2.75% of Invictus Private Wealth's portfolio in Q2 2026, its #12 holding.
  • Invictus Private Wealth first reported a position in Broadcom in Q4 2022 and has held it in 15 quarters since.
  • 2,338 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Invictus Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.