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Kraft Davis & Associates’s Broadcom AVGO Stock Holding History

Kraft Davis & 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 		$846K Buy
2,176
+121
+6% +$48.5K 0.18% 61
2026
Q1 		$855K Buy
2,055
+369
+22% +$121K 0.18% 59
2025
Q4 		$598K Buy
1,686
+323
+24% +$116K 0.13% 78
2025
Q3 		$458K Sell
1,363
-59
-4% -$18.1K 0.11% 92
2025
Q2 		$418K Buy
1,422
+147
+12% +$31.9K 0.11% 87
2025
Q1 		$215K Buy
+1,275
New +$270K 0.07% 120

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
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Kraft Davis & Associates's AVGO Position: Q2 2026 in Review

Kraft Davis & Associates increased its Broadcom (AVGO) stake by 5.9% in Q2 2026, buying an estimated $48.5K and bringing the position to 2,176 shares worth $846K. The position accounts for 0.18% of the portfolio, ranked #61.

Kraft Davis & Associates first reported a position in AVGO in Q1 2025 and has held it in 6 quarters since. The position peaked at $855K in Q1 2026. 853 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Kraft Davis & Associates held 2,176 shares of Broadcom worth $846K as of Q2 2026.
  • Kraft Davis & Associates bought 121 Broadcom shares in Q2 2026, an estimated $48.5K.
  • Broadcom made up 0.18% of Kraft Davis & Associates's portfolio in Q2 2026, its #61 holding.
  • Kraft Davis & Associates first reported a position in Broadcom in Q1 2025 and has held it in 6 quarters since.
  • Kraft Davis & Associates's Broadcom position peaked at $855K in Q1 2026.
  • 853 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Kraft Davis & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.