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JDH Wealth Management’s Broadcom AVGO Stock Holding History

JDH 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 		$374K Sell
989
-86
-8% -$34.5K 0.23% 41
2026
Q1 		$333K Buy
1,075
+265
+33% +$87.2K 0.22% 41
2025
Q4 		$280K Hold
810
– – 0.19% 43
2025
Q3 		$267K Hold
810
– – 0.19% 45
2025
Q2 		$223K Buy
+810
New +$176K 0.17% 45

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

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

JDH Wealth Management reduced its Broadcom (AVGO) stake by 8% in Q2 2026, selling an estimated $34.5K and leaving 989 shares worth $374K. The position accounts for 0.23% of the portfolio, ranked #41.

JDH Wealth Management first reported a position in AVGO in Q2 2025 and has held it in 5 quarters since. 1,613 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • JDH Wealth Management held 989 shares of Broadcom worth $374K as of Q2 2026.
  • JDH Wealth Management sold 86 Broadcom shares in Q2 2026, an estimated $34.5K.
  • Broadcom made up 0.23% of JDH Wealth Management's portfolio in Q2 2026, its #41 holding.
  • JDH Wealth Management first reported a position in Broadcom in Q2 2025 and has held it in 5 quarters since.
  • 1,613 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on JDH Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.