KAS
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Kestra Advisory Services’s Broadcom AVGO Stock Holding History

Kestra Advisory Services’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 		$170M Sell
449,352
-33,027
-7% -$13.2M 0.55% 24
2026
Q1 		$149M Buy
482,379
+87,524
+22% +$28.8M 0.57% 24
2025
Q4 		$137M Buy
394,855
+52,172
+15% +$18.7M 0.56% 23
2025
Q3 		$113M Buy
342,683
+19,986
+6% +$6.13M 0.52% 24
2025
Q2 		$89M Buy
322,697
+26,496
+9% +$5.75M 0.43% 28
2025
Q1 		$49.6M Sell
296,201
-50,390
-15% -$10.7M 0.24% 60
2024
Q4 		$80.4M Buy
346,591
+73,604
+27% +$13.6M 0.44% 31
2024
Q3 		$47.1M Sell
272,987
-37,863
-12% -$6.07M 0.26% 71
2024
Q2 		$49.9M Buy
310,850
+24,270
+8% +$3.4M 0.28% 63
2024
Q1 		$38M Buy
286,580
+29,930
+12% +$3.71M 0.25% 72
2023
Q4 		$28.6M Buy
256,650
+15,400
+6% +$1.46M 0.23% 80
2023
Q3 		$20M Buy
241,250
+48,800
+25% +$4.23M 0.2% 104
2023
Q2 		$16.7M Sell
192,450
-8,350
-4% -$595K 0.17% 126
2023
Q1 		$12.9M Sell
200,800
-186,260
-48% -$11.2M 0.14% 164
2022
Q4 		$21.6M Buy
387,060
+60,410
+18% +$3.03M 0.19% 117
2022
Q3 		$14.5M Sell
326,650
-41,010
-11% -$2.1M 0.16% 151
2022
Q2 		$17.9M Buy
367,660
+85,970
+31% +$4.83M 0.18% 125
2022
Q1 		$17.7M Buy
281,690
+3,270
+1% +$194K 0.18% 116
2021
Q4 		$18.5M Sell
278,420
-9,700
-3% -$545K 0.19% 122
2021
Q3 		$14M Buy
288,120
+1,800
+0.6% +$87.5K 0.14% 165
2021
Q2 		$13.7M Buy
286,320
+26,740
+10% +$1.24M 0.16% 152
2021
Q1 		$12M Buy
259,580
+133,860
+106% +$6.19M 0.15% 160
2020
Q4 		$5.47M Buy
125,720
+124,820
+13,869% +$4.87M 0.06% 313
2020
Q3 		$2.06M Buy
+900
New +$30.1K 0.04% 424

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Kestra Advisory Services's AVGO Position: Q2 2026 in Review

Kestra Advisory Services reduced its Broadcom (AVGO) stake by 6.8% in Q2 2026, selling an estimated $13.2M and leaving 449,352 shares worth $170M. The position accounts for 0.55% of the portfolio, ranked #24.

Kestra Advisory Services first reported a position in AVGO in Q3 2020 and has held it in 24 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Kestra Advisory Services held 449,352 shares of Broadcom worth $170M as of Q2 2026.
  • Kestra Advisory Services sold 33,027 Broadcom shares in Q2 2026, an estimated $13.2M.
  • Broadcom made up 0.55% of Kestra Advisory Services's portfolio in Q2 2026, its #24 holding.
  • Kestra Advisory Services first reported a position in Broadcom in Q3 2020 and has held it in 24 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.