KIM
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Kestra Investment Management’s Broadcom AVGO Stock Holding History

Kestra Investment Management’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 		$9.49M Buy
25,117
+2,249
+10% +$902K 0.18% 65
2026
Q1 		$7.08M Sell
22,868
-3,085
-12% -$1.02M 0.12% 65
2025
Q4 		$8.98M Sell
25,953
-710
-3% -$254K 0.22% 59
2025
Q3 		$8.8M Sell
26,663
-36,506
-58% -$11.2M 0.24% 55
2025
Q2 		$13.4M Buy
63,169
+25,667
+68% +$5.57M 0.21% 57
2025
Q1 		$6.28M Buy
37,502
+10,634
+40% +$2.25M 0.2% 56
2024
Q4 		$6.23M Sell
26,868
-1,695
-6% -$314K 0.24% 58
2024
Q3 		$4.93M Buy
+28,563
New +$4.58M 0.21% 59

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 Investment Management's AVGO Position: Q2 2026 in Review

Kestra Investment Management increased its Broadcom (AVGO) stake by 9.8% in Q2 2026, buying an estimated $902K and bringing the position to 25,117 shares worth $9.49M. The position accounts for 0.18% of the portfolio, ranked #65.

Kestra Investment Management first reported a position in AVGO in Q3 2024 and has held it in 8 quarters since. The position peaked at $13.4M in Q2 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Kestra Investment Management held 25,117 shares of Broadcom worth $9.49M as of Q2 2026.
  • Kestra Investment Management bought 2,249 Broadcom shares in Q2 2026, an estimated $902K.
  • Broadcom made up 0.18% of Kestra Investment Management's portfolio in Q2 2026, its #65 holding.
  • Kestra Investment Management first reported a position in Broadcom in Q3 2024 and has held it in 8 quarters since.
  • Kestra Investment Management's Broadcom position peaked at $13.4M in Q2 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.