KA
AVGO icon

Kozak & Associates’s Broadcom AVGO Stock Holding History

Kozak & Associates’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 		$2.62M Buy
7,102
+225
+3% +$90.2K 0.46% 22
2026
Q1 		$2.61M Sell
6,877
-202
-3% -$66.5K 0.51% 16
2025
Q4 		$2.44M Buy
7,079
+161
+2% +$57.6K 0.47% 17
2025
Q3 		$2.37M Buy
6,918
+139
+2% +$42.6K 0.47% 16
2025
Q2 		$1.88M Buy
6,779
+2
+0% +$434 0.38% 18
2025
Q1 		$1.21M Buy
6,777
+930
+16% +$197K 0.3% 20
2024
Q4 		$1.36M Buy
5,847
+2,196
+60% +$406K 0.31% 20
2024
Q3 		$646K Buy
3,651
+21
+0.6% +$3.37K 0.15% 33
2024
Q2 		$627K Buy
3,630
+10
+0.3% +$1.4K 0.15% 31
2024
Q1 		$510K Buy
3,620
+380
+12% +$47.1K 0.14% 44
2023
Q4 		$361K Buy
3,240
+180
+6% +$17K 0.11% 54
2023
Q3 		$258K Buy
3,060
+140
+5% +$12.1K 0.09% 68
2023
Q2 		$256K Buy
2,920
+120
+4% +$8.56K 0.1% 75
2023
Q1 		$179K Buy
2,800
+130
+5% +$7.82K 0.08% 88
2022
Q4 		$149K Hold
2,670
– – 0.07% 91
2022
Q3 		$115K Buy
2,670
+750
+39% +$38.3K 0.07% 95
2022
Q2 		$93K Hold
1,920
– – 0.06% 111
2022
Q1 		$113K Hold
1,920
– – 0.07% 106
2021
Q4 		$113K Sell
1,920
-140
-7% -$7.87K 0.07% 106
2021
Q3 		$117K Buy
+2,060
New +$100K 0.07% 104

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM