Keyes Stange & Wooten Wealth Management’s Broadcom AVGO Stock Holding History

Keyes Stange & Wooten Wealth 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	$1.59M	Sell	4,208 -603	-13%	-$242K	0.63%	15
2026 Q1	$1.49M	Buy	4,811 +141	+3%	+$46.4K	0.66%	16
2025 Q4	$1.62M	Sell	4,670 -73	-2%	-$26.1K	0.77%	15
2025 Q3	$1.56M	Sell	4,743 -962	-17%	-$295K	0.76%	15
2025 Q2	$1.57M	Sell	5,705 -342	-6%	-$74.3K	0.82%	15
2025 Q1	$1.01M	Sell	6,047 -885	-13%	-$187K	0.58%	19
2024 Q4	$1.61M	Sell	6,932 -20	-0.3%	-$3.7K	0.95%	15
2024 Q3	$1.2M	Sell	6,952 -388	-5%	-$62.2K	0.71%	16
2024 Q2	$1.18M	Sell	7,340 -1,100	-13%	-$154K	0.82%	16
2024 Q1	$1.12M	Sell	8,440 -190	-2%	-$23.5K	0.99%	17
2023 Q4	$963K	Buy	+8,630	New	+$817K	1.02%	16

Other funds holding AVGO

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Keyes Stange & Wooten Wealth Management's AVGO Position: Q2 2026 in Review

Keyes Stange & Wooten Wealth Management reduced its Broadcom (AVGO) stake by 13% in Q2 2026, selling an estimated $242K and leaving 4,208 shares worth $1.59M. The position accounts for 0.63% of the portfolio, ranked #15.

Keyes Stange & Wooten Wealth Management first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.62M in Q4 2025. 2,202 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Keyes Stange & Wooten Wealth Management held 4,208 shares of Broadcom worth $1.59M as of Q2 2026.
Keyes Stange & Wooten Wealth Management sold 603 Broadcom shares in Q2 2026, an estimated $242K.
Broadcom made up 0.63% of Keyes Stange & Wooten Wealth Management's portfolio in Q2 2026, its #15 holding.
Keyes Stange & Wooten Wealth Management first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
Keyes Stange & Wooten Wealth Management's Broadcom position peaked at $1.62M in Q4 2025.
2,202 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Keyes Stange & Wooten Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.