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Kestra Private Wealth Services’s Broadcom AVGO Stock Holding History

Kestra Private Wealth 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 		$85.3M Sell
225,708
-5,622
-2% -$2.25M 0.94% 13
2026
Q1 		$71.6M Buy
231,330
+15,128
+7% +$4.98M 0.88% 14
2025
Q4 		$74.8M Buy
216,202
+3,815
+2% +$1.36M 0.93% 14
2025
Q3 		$70.1M Sell
212,387
-5,928
-3% -$1.82M 0.91% 15
2025
Q2 		$60.2M Buy
218,315
+4,660
+2% +$1.01M 0.87% 18
2025
Q1 		$35.8M Sell
213,655
-1,354
-0.6% -$287K 0.6% 27
2024
Q4 		$49.8M Buy
215,009
+751
+0.4% +$139K 0.85% 20
2024
Q3 		$37M Buy
214,258
+10,148
+5% +$1.63M 0.68% 23
2024
Q2 		$32.8M Buy
204,110
+22,310
+12% +$3.13M 0.66% 23
2024
Q1 		$24.1M Buy
181,800
+3,850
+2% +$477K 0.54% 30
2023
Q4 		$19.9M Buy
177,950
+320
+0.2% +$30.3K 0.51% 36
2023
Q3 		$14.8M Buy
177,630
+2,000
+1% +$173K 0.46% 47
2023
Q2 		$15.2M Buy
175,630
+7,930
+5% +$566K 0.52% 38
2023
Q1 		$10.8M Buy
167,700
+45,820
+38% +$2.76M 0.43% 56
2022
Q4 		$6.81M Buy
121,880
+13,510
+12% +$677K 0.35% 77
2022
Q3 		$4.81M Buy
108,370
+1,720
+2% +$87.9K 0.28% 95
2022
Q2 		$5.18M Sell
106,650
-14,770
-12% -$829K 0.3% 89
2022
Q1 		$7.65M Sell
121,420
-1,720
-1% -$102K 0.38% 55
2021
Q4 		$8.19M Buy
123,140
+7,500
+6% +$422K 0.39% 53
2021
Q3 		$5.61M Buy
115,640
+1,160
+1% +$56.4K 0.31% 69
2021
Q2 		$5.46M Buy
114,480
+2,500
+2% +$116K 0.33% 64
2021
Q1 		$5.19M Buy
111,980
+1,160
+1% +$53.6K 0.36% 61
2020
Q4 		$4.82M Sell
110,820
-4,470
-4% -$174K 0.35% 70
2020
Q3 		$4.2M Buy
+115,290
New +$3.86M 0.36% 66

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 Private Wealth Services's AVGO Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Broadcom (AVGO) stake by 2.4% in Q2 2026, selling an estimated $2.25M and leaving 225,708 shares worth $85.3M. The position accounts for 0.94% of the portfolio, ranked #13.

Kestra Private Wealth 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 Private Wealth Services held 225,708 shares of Broadcom worth $85.3M as of Q2 2026.
  • Kestra Private Wealth Services sold 5,622 Broadcom shares in Q2 2026, an estimated $2.25M.
  • Broadcom made up 0.94% of Kestra Private Wealth Services's portfolio in Q2 2026, its #13 holding.
  • Kestra Private Wealth 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 Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.