KOMWMG
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Kerntke Otto McGlone Wealth Management Group’s Broadcom AVGO Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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 		$572K Sell
1,515
-7
-0.5% -$2.81K 0.35% 52
2026
Q1 		$471K Buy
1,522
+81
+6% +$26.7K 0.32% 51
2025
Q4 		$499K Sell
1,441
-232
-14% -$83K 0.35% 48
2025
Q3 		$552K Sell
1,673
-364
-18% -$112K 0.42% 42
2025
Q2 		$561K Buy
2,037
+375
+23% +$81.4K 0.44% 41
2025
Q1 		$278K Sell
1,662
-8
-0.5% -$1.69K 0.24% 62
2024
Q4 		$387K Buy
1,670
+64
+4% +$11.8K 0.29% 48
2024
Q3 		$277K Sell
1,606
-1,334
-45% -$214K 0.23% 61
2024
Q2 		$473K Sell
2,940
-130
-4% -$18.2K 0.44% 36
2024
Q1 		$408K Buy
3,070
+10
+0.3% +$1.24K 0.4% 42
2023
Q4 		$342K Sell
3,060
-50
-2% -$4.73K 0.34% 48
2023
Q3 		$259K Sell
3,110
-70
-2% -$6.07K 0.27% 53
2023
Q2 		$277K Buy
3,180
+10
+0.3% +$713 0.27% 54
2023
Q1 		$204K Buy
+3,170
New +$191K 0.21% 62
2022
Q1 		– Sell
-3,200
Closed -$213K – 37
2021
Q4 		$213K Buy
+3,200
New +$180K 0.26% 62

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

Kerntke Otto McGlone Wealth Management Group's AVGO Position: Q2 2026 in Review

Kerntke Otto McGlone Wealth Management Group reduced its Broadcom (AVGO) stake by 0.46% in Q2 2026, selling an estimated $2.81K and leaving 1,515 shares worth $572K. The position accounts for 0.35% of the portfolio, ranked #52.

Kerntke Otto McGlone Wealth Management Group first reported a position in AVGO in Q4 2021 and has held it in 15 quarters since. 1,613 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Kerntke Otto McGlone Wealth Management Group held 1,515 shares of Broadcom worth $572K as of Q2 2026.
  • Kerntke Otto McGlone Wealth Management Group sold 7 Broadcom shares in Q2 2026, an estimated $2.81K.
  • Broadcom made up 0.35% of Kerntke Otto McGlone Wealth Management Group's portfolio in Q2 2026, its #52 holding.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in Broadcom in Q4 2021 and has held it in 15 quarters since.
  • 1,613 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q2 2026, filed 23 Jul 2026.