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Kaufman Rossin Wealth’s Broadcom AVGO Stock Holding History

Kaufman Rossin 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 		$1.11M Buy
2,761
+42
+2% +$16.8K 0.52% 24
2026
Q1 		$842K Sell
2,719
-113
-4% -$37.2K 0.48% 26
2025
Q4 		$980K Sell
2,832
-284
-9% -$102K 0.51% 26
2025
Q3 		$1.03M Buy
3,116
+294
+10% +$90.2K 0.56% 24
2025
Q2 		$778K Buy
2,822
+323
+13% +$70.1K 0.49% 29
2025
Q1 		$418K Buy
+2,499
New +$529K 0.3% 56

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

Kaufman Rossin Wealth's AVGO Position: Q2 2026 in Review

Kaufman Rossin Wealth increased its Broadcom (AVGO) stake by 1.5% in Q2 2026, buying an estimated $16.8K and bringing the position to 2,761 shares worth $1.11M. The position accounts for 0.52% of the portfolio, ranked #24.

Kaufman Rossin Wealth first reported a position in AVGO in Q1 2025 and has held it in 6 quarters since. 1,613 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Kaufman Rossin Wealth held 2,761 shares of Broadcom worth $1.11M as of Q2 2026.
  • Kaufman Rossin Wealth bought 42 Broadcom shares in Q2 2026, an estimated $16.8K.
  • Broadcom made up 0.52% of Kaufman Rossin Wealth's portfolio in Q2 2026, its #24 holding.
  • Kaufman Rossin Wealth first reported a position in Broadcom in Q1 2025 and has held it in 6 quarters since.
  • 1,613 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.