Kellett Wealth Advisors’s Broadcom AVGO Stock Holding History

Kellett Wealth 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	$1.72M	Sell	4,567 -45	-1%	-$18K	0.8%	24
2026 Q1	$1.43M	Buy	4,612 +83	+2%	+$27.3K	0.77%	24
2025 Q4	$1.57M	Buy	4,529 +435	+11%	+$156K	0.9%	23
2025 Q3	$1.35M	Sell	4,094 -792	-16%	-$243K	0.82%	23
2025 Q2	$1.35M	Buy	4,886 +820	+20%	+$178K	0.88%	22
2025 Q1	$681K	Sell	4,066 -395	-9%	-$83.6K	0.47%	29
2024 Q4	$1.03M	Buy	4,461 +233	+6%	+$43.1K	0.71%	22
2024 Q3	$729K	Buy	4,228 +328	+8%	+$52.6K	0.52%	25
2024 Q2	$626K	Buy	3,900 +1,290	+49%	+$181K	0.51%	28
2024 Q1	$346K	Hold	2,610	–	–	0.24%	54
2023 Q4	$291K	Buy	+2,610	New	+$247K	0.22%	62

Other funds holding AVGO

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ACM

ASK Capital Management San Francisco, California $721M AUM 36.53% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Kellett Wealth Advisors's AVGO Position: Q2 2026 in Review

Kellett Wealth Advisors reduced its Broadcom (AVGO) stake by 0.98% in Q2 2026, selling an estimated $18K and leaving 4,567 shares worth $1.72M. The position accounts for 0.8% of the portfolio, ranked #24.

Kellett Wealth Advisors first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 1,733 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Kellett Wealth Advisors held 4,567 shares of Broadcom worth $1.72M as of Q2 2026.
Kellett Wealth Advisors sold 45 Broadcom shares in Q2 2026, an estimated $18K.
Broadcom made up 0.8% of Kellett Wealth Advisors's portfolio in Q2 2026, its #24 holding.
Kellett Wealth Advisors first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
1,733 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Kellett Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.