Kingsview Wealth Management’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
$99.8M Sell
264,273
-41,814
-14% -$16.8M 1.21% 12
2026
Q1
$94.7M Buy
306,087
+187,076
+157% +$61.6M 1.29% 13
2025
Q4
$41.2M Buy
119,011
+4,457
+4% +$1.59M 0.59% 35
2025
Q3
$37.8M Buy
114,554
+318
+0.3% +$97.6K 0.58% 34
2025
Q2
$31.5M Buy
114,236
+705
+0.6% +$153K 0.53% 36
2025
Q1
$19M Buy
113,531
+1,729
+2% +$366K 0.36% 48
2024
Q4
$25.9M Buy
111,802
+13,933
+14% +$2.58M 0.5% 35
2024
Q3
$16.9M Buy
97,869
+11,989
+14% +$1.92M 0.36% 53
2024
Q2
$13.8M Buy
85,880
+1,630
+2% +$228K 0.33% 57
2024
Q1
$11.2M Buy
84,250
+3,380
+4% +$419K 0.28% 71
2023
Q4
$9.03M Sell
80,870
-24,010
-23% -$2.27M 0.27% 81
2023
Q3
$8.71M Sell
104,880
-6,110
-6% -$530K 0.31% 71
2023
Q2
$9.63M Sell
110,990
-36,240
-25% -$2.58M 0.38% 56
2023
Q1
$9.45M Sell
147,230
-8,560
-5% -$515K 0.4% 55
2022
Q4
$8.71M Buy
155,790
+12,340
+9% +$619K 0.38% 59
2022
Q3
$6.37M Buy
143,450
+5,390
+4% +$275K 0.3% 82
2022
Q2
$6.71M Sell
138,060
-22,630
-14% -$1.27M 0.32% 78
2022
Q1
$10.1M Buy
160,690
+47,620
+42% +$2.83M 0.45% 47
2021
Q4
$7.52M Buy
113,070
+2,180
+2% +$123K 0.31% 67
2021
Q3
$5.38M Buy
110,890
+10,260
+10% +$499K 0.25% 84
2021
Q2
$4.73M Buy
100,630
+25,540
+34% +$1.18M 0.23% 97
2021
Q1
$3.57M Buy
75,090
+840
+1% +$38.8K 0.2% 114
2020
Q4
$3.25M Buy
74,250
+9,260
+14% +$361K 0.24% 101
2020
Q3
$2.37M Buy
64,990
+3,720
+6% +$125K 0.21% 117
2020
Q2
$1.93M Buy
61,270
+11,170
+22% +$313K 0.19% 129
2020
Q1
$1.19M Sell
50,100
-98,000
-66% -$2.76M 0.16% 157
2019
Q4
$4.68M Buy
148,100
+85,890
+138% +$2.61M 0.59% 43
2019
Q3
$1.72M Buy
62,210
+6,520
+12% +$185K 0.27% 110
2019
Q2
$1.6M Sell
55,690
-1,510
-3% -$44K 0.27% 105
2019
Q1
$1.72M Buy
57,200
+36,320
+174% +$985K 0.26% 109
2018
Q4
$531K Buy
20,880
+9,210
+79% +$217K 0.12% 213
2018
Q3
$288K Buy
11,670
+2,890
+33% +$64.8K 0.06% 292
2018
Q2
$213K Buy
+8,780
New +$215K 0.05% 296
2018
Q1
Sell
-13,570
Closed -$349K 369
2017
Q4
$349K Buy
+13,570
New +$353K 0.12% 225

Other funds holding AVGO

Kingsview Wealth Management's AVGO Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Broadcom (AVGO) stake by 14% in Q2 2026, selling an estimated $16.8M and leaving 264,273 shares worth $99.8M. The position accounts for 1.21% of the portfolio, ranked #12.

Kingsview Wealth Management first reported a position in AVGO in Q4 2017 and has held it in 34 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Kingsview Wealth Management held 264,273 shares of Broadcom worth $99.8M as of Q2 2026.
  • Kingsview Wealth Management sold 41,814 Broadcom shares in Q2 2026, an estimated $16.8M.
  • Broadcom made up 1.21% of Kingsview Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Kingsview Wealth Management first reported a position in Broadcom in Q4 2017 and has held it in 34 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.