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Legacy Advisory Services’s Broadcom AVGO Stock Holding History

Legacy Advisory Services’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 		$693K Buy
1,835
+8
+0.4% +$3.21K 0.49% 22
2026
Q1 		$566K Sell
1,827
-697
-28% -$229K 0.43% 22
2025
Q4 		$873K Buy
2,524
+3
+0.1% +$1.07K 0.66% 16
2025
Q3 		$832K Buy
2,521
+3
+0.1% +$920 0.63% 16
2025
Q2 		$694K Buy
2,518
+4
+0.2% +$869 0.55% 17
2025
Q1 		$421K Sell
2,514
-690
-22% -$146K 0.36% 35
2024
Q4 		$743K Sell
3,204
-36
-1% -$6.66K 0.63% 24
2024
Q3 		$559K Hold
3,240
– – 0.48% 30
2024
Q2 		$521K Buy
3,240
+10
+0.3% +$1.4K 0.48% 29
2024
Q1 		$428K Sell
3,230
-40
-1% -$4.96K 0.41% 36
2023
Q4 		$365K Buy
+3,270
New +$310K 0.38% 37

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
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

Legacy Advisory Services's AVGO Position: Q2 2026 in Review

Legacy Advisory Services increased its Broadcom (AVGO) stake by 0.44% in Q2 2026, buying an estimated $3.21K and bringing the position to 1,835 shares worth $693K. The position accounts for 0.49% of the portfolio, ranked #22.

Legacy Advisory Services first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. The position peaked at $873K in Q4 2025. 1,613 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Legacy Advisory Services held 1,835 shares of Broadcom worth $693K as of Q2 2026.
  • Legacy Advisory Services bought 8 Broadcom shares in Q2 2026, an estimated $3.21K.
  • Broadcom made up 0.49% of Legacy Advisory Services's portfolio in Q2 2026, its #22 holding.
  • Legacy Advisory Services first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • Legacy Advisory Services's Broadcom position peaked at $873K in Q4 2025.
  • 1,613 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Legacy Advisory Services's 13F filing for Q2 2026, filed 21 Jul 2026.