KF
AVGO icon

Krilogy Financial’s Broadcom AVGO Stock Holding History

Krilogy Financial’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 		– Sell
-4,500
Closed -$222K – 1080
2026
Q1 		$222K Buy
+4,500
New +$1.48M 0.01% 862
2020
Q1 		– Sell
-2,000
Closed -$63K – 195
2019
Q4 		$63K Hold
2,000
– – 0.01% 199
2019
Q3 		$55K Buy
+2,000
New +$56.9K 0.01% 185

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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. 4,835 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.
  • 4,835 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.