Kestra Advisory Services’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$264K Buy
+700
New +$281K ﹤0.01% 2877
2026
Q1
Sell
-4,100
Closed -$1.42M 3202
2025
Q4
$1.42M Buy
+4,100
New +$1.47M 0.01% 1427

Other funds holding AVGO

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. 4,849 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.
  • 4,849 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.