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Kingswood Wealth Advisors’s Broadcom AVGO Stock Holding History

Kingswood Wealth Advisors’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 		$29.8M Sell
78,823
-204
-0.3% -$81.8K 1.2% 10
2026
Q1 		$24.5M Sell
79,027
-613
-0.8% -$202K 1.16% 10
2025
Q4 		$27.6M Buy
79,640
+22,404
+39% +$8.01M 1.33% 11
2025
Q3 		$18.9M Buy
57,236
+831
+1% +$255K 1.14% 12
2025
Q2 		$15.5M Buy
56,405
+2,675
+5% +$581K 1.23% 12
2025
Q1 		$9M Sell
53,730
-902
-2% -$191K 0.82% 15
2024
Q4 		$12.7M Sell
54,632
-22,126
-29% -$4.09M 0.95% 15
2024
Q3 		$13.2M Sell
76,758
-7,602
-9% -$1.22M 0.94% 13
2024
Q2 		$13.5M Buy
84,360
+42,380
+101% +$5.94M 1.22% 11
2024
Q1 		$5.56M Sell
41,980
-11,570
-22% -$1.43M 0.64% 21
2023
Q4 		$5.98M Buy
53,550
+25,440
+91% +$2.41M 0.68% 21
2023
Q3 		$3.92M Buy
28,110
+12,910
+85% +$1.12M 0.67% 28
2023
Q2 		$1.32M Buy
+15,200
New +$1.08M 0.42% 58

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Ninety One (UK)
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ACM
ASK Capital Management San Francisco, California $721M AUM 36.53% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Kingswood Wealth Advisors's AVGO Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Broadcom (AVGO) stake by 0.26% in Q2 2026, selling an estimated $81.8K and leaving 78,823 shares worth $29.8M. The position accounts for 1.2% of the portfolio, ranked #10.

Kingswood Wealth Advisors first reported a position in AVGO in Q2 2023 and has held it in 13 quarters since. 1,712 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Kingswood Wealth Advisors held 78,823 shares of Broadcom worth $29.8M as of Q2 2026.
  • Kingswood Wealth Advisors sold 204 Broadcom shares in Q2 2026, an estimated $81.8K.
  • Broadcom made up 1.2% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #10 holding.
  • Kingswood Wealth Advisors first reported a position in Broadcom in Q2 2023 and has held it in 13 quarters since.
  • 1,712 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.