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Jackson Grant Investment Advisers’s Broadcom AVGO Stock Holding History

Jackson Grant Investment Advisers’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 		$860K Buy
2,278
+1
+0% +$401 0.27% 59
2026
Q1 		$705K Hold
2,277
– – 0.24% 67
2025
Q4 		$788K Sell
2,277
-24
-1% -$8.58K 0.26% 59
2025
Q3 		$759K Sell
2,301
-43
-2% -$13.2K 0.25% 57
2025
Q2 		$646K Buy
2,344
+61
+3% +$13.2K 0.24% 58
2025
Q1 		$382K Buy
2,283
+49
+2% +$10.4K 0.15% 76
2024
Q4 		$518K Sell
2,234
-99
-4% -$18.3K 0.2% 62
2024
Q3 		$403K Buy
2,333
+3
+0.1% +$481 0.15% 74
2024
Q2 		$374K Buy
2,330
+550
+31% +$77.1K 0.15% 75
2024
Q1 		$236K Buy
1,780
+690
+63% +$85.5K 0.1% 98
2023
Q4 		$122K Sell
1,090
-40
-4% -$3.79K 0.05% 131
2023
Q3 		$93.9K Sell
1,130
-70
-6% -$6.07K 0.05% 136
2023
Q2 		$104K Sell
1,200
-4,480
-79% -$319K 0.05% 134
2023
Q1 		$364K Buy
5,680
+190
+3% +$11.4K 0.17% 76
2022
Q4 		$307K Hold
5,490
– – 0.15% 78
2022
Q3 		$244K Hold
5,490
– – 0.13% 81
2022
Q2 		$267K Buy
5,490
+330
+6% +$18.5K 0.13% 83
2022
Q1 		$325K Sell
5,160
-140
-3% -$8.32K 0.14% 85
2021
Q4 		$353K Hold
5,300
– – 0.18% 67
2021
Q3 		$257K Hold
5,300
– – 0.11% 90
2021
Q2 		$253K Hold
5,300
– – 0.11% 90
2021
Q1 		$246K Buy
+5,300
New +$245K 0.11% 91
2019
Q1 		– Sell
-310
Closed -$8K – 228
2018
Q4 		$8K Buy
+310
New +$7.32K 0.01% 203

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

Jackson Grant Investment Advisers's AVGO Position: Q2 2026 in Review

Jackson Grant Investment Advisers increased its Broadcom (AVGO) stake by 0.04% in Q2 2026, buying an estimated $401 and bringing the position to 2,278 shares worth $860K. The position accounts for 0.27% of the portfolio, ranked #59.

Jackson Grant Investment Advisers first reported a position in AVGO in Q4 2018 and has held it in 23 quarters since. 2,328 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Jackson Grant Investment Advisers held 2,278 shares of Broadcom worth $860K as of Q2 2026.
  • Jackson Grant Investment Advisers bought 1 Broadcom share in Q2 2026, an estimated $401.
  • Broadcom made up 0.27% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #59 holding.
  • Jackson Grant Investment Advisers first reported a position in Broadcom in Q4 2018 and has held it in 23 quarters since.
  • 2,328 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.