Krilogy Financial’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 | $16.7M | Sell |
44,308
-9,088
| -17% | -$3.64M | 0.49% | 38 |
|
|
2026
Q1 | $21.3M | Buy |
53,396
+13,472
| +34% | +$4.43M | 0.69% | 32 |
|
|
2025
Q4 | $13M | Buy |
39,924
+2,080
| +5% | +$744K | 0.44% | 47 |
|
|
2025
Q3 | $13.6M | Buy |
37,844
+9,585
| +34% | +$2.94M | 0.51% | 41 |
|
|
2025
Q2 | $7.79M | Buy |
28,259
+8,468
| +43% | +$1.84M | 0.45% | 49 |
|
|
2025
Q1 | $3.31M | Buy |
19,791
+3,274
| +20% | +$693K | 0.21% | 95 |
|
|
2024
Q4 | $3.83M | Buy |
16,517
+383
| +2% | +$70.8K | 0.26% | 83 |
|
|
2024
Q3 | $2.78M | Buy |
+16,134
| New | +$2.59M | 0.19% | 106 |
|
|
2023
Q2 | – | Sell |
-9,880
| Closed | -$634K | – | 216 |
|
|
2023
Q1 | $634K | Buy |
9,880
+430
| +5% | +$25.9K | 0.05% | 231 |
|
|
2022
Q4 | $528K | Buy |
9,450
+320
| +4% | +$16K | 0.05% | 245 |
|
|
2022
Q3 | $405K | Sell |
9,130
-520
| -5% | -$26.6K | 0.05% | 227 |
|
|
2022
Q2 | $469K | Buy |
9,650
+780
| +9% | +$43.8K | 0.05% | 213 |
|
|
2022
Q1 | $558K | Buy |
8,870
+1,220
| +16% | +$72.5K | 0.06% | 200 |
|
|
2021
Q4 | $509K | Sell |
7,650
-10
| -0.1% | -$562 | 0.05% | 186 |
|
|
2021
Q3 | $371K | Sell |
7,660
-240
| -3% | -$11.7K | 0.04% | 207 |
|
|
2021
Q2 | $377K | Buy |
7,900
+330
| +4% | +$15.3K | 0.04% | 203 |
|
|
2021
Q1 | $351K | Buy |
7,570
+340
| +5% | +$15.7K | 0.04% | 199 |
|
|
2020
Q4 | $317K | Sell |
7,230
-300
| -4% | -$11.7K | 0.04% | 209 |
|
|
2020
Q3 | $274K | Sell |
7,530
-1,050
| -12% | -$35.2K | 0.04% | 201 |
|
|
2020
Q2 | $271K | Buy |
+8,580
| New | +$240K | 0.04% | 190 |
|
|
2020
Q1 | – | Sell |
-14,650
| Closed | -$463K | – | 196 |
|
|
2019
Q4 | $463K | Buy |
14,650
+1,150
| +9% | +$34.9K | 0.08% | 129 |
|
|
2019
Q3 | $373K | Buy |
+13,500
| New | +$384K | 0.07% | 131 |
|
|
2018
Q4 | – | Sell |
-4,050
| Closed | -$100K | – | 179 |
|
|
2018
Q3 | $100K | Buy |
+4,050
| New | +$90.8K | 0.02% | 217 |
|
|
2018
Q2 | – | Sell |
-2,080
| Closed | -$49K | – | 191 |
|
|
2018
Q1 | $49K | Hold |
2,080
| – | – | 0.01% | 329 |
|
|
2017
Q4 | $53K | Hold |
2,080
| – | – | 0.01% | 310 |
|
|
2017
Q3 | $50K | Buy |
2,080
+80
| +4% | +$1.98K | 0.01% | 338 |
|
|
2017
Q2 | $47K | Sell |
2,000
-5,000
| -71% | -$116K | 0.01% | 308 |
|
|
2017
Q1 | $124K | Hold |
7,000
| – | – | 0.04% | 174 |
|
|
2016
Q4 | $124K | Buy |
7,000
+500
| +8% | +$8.66K | 0.04% | 174 |
|
|
2016
Q3 | $112K | Buy |
6,500
+5,000
| +333% | +$83.6K | 0.04% | 192 |
|
|
2016
Q2 | $23K | Hold |
1,500
| – | – | 0.01% | 415 |
|
|
2016
Q1 | $23K | Buy |
+1,500
| New | +$20.3K | 0.01% | 371 |
|
|
2015
Q4 | – | Sell |
-1,500
| Closed | -$19K | – | 424 |
|
|
2015
Q3 | $19K | Buy |
+1,500
| New | +$18.9K | 0.01% | 307 |
|
Other funds holding AVGO
Krilogy Financial's AVGO Position: Q2 2026 in Review
Krilogy Financial reduced its Broadcom (AVGO) stake by 17% in Q2 2026, selling an estimated $3.64M and leaving 44,308 shares worth $16.7M. The position accounts for 0.49% of the portfolio, ranked #38.
Krilogy Financial first reported a position in AVGO in Q3 2015 and has held it in 33 quarters since. The position peaked at $21.3M in Q1 2026. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.
- Krilogy Financial held 44,308 shares of Broadcom worth $16.7M as of Q2 2026.
- Krilogy Financial sold 9,088 Broadcom shares in Q2 2026, an estimated $3.64M.
- Broadcom made up 0.49% of Krilogy Financial's portfolio in Q2 2026, its #38 holding.
- Krilogy Financial first reported a position in Broadcom in Q3 2015 and has held it in 33 quarters since.
- Krilogy Financial's Broadcom position peaked at $21.3M in Q1 2026.
- 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.
Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.