Leuthold Group’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
$1.36M Sell
3,600
-1,016
-22% -$407K 0.14% 143
2026
Q1
$1.43M Buy
+4,616
New +$1.52M 0.15% 137

Other funds holding AVGO

Leuthold Group's AVGO Position: Q2 2026 in Review

Leuthold Group reduced its Broadcom (AVGO) stake by 22% in Q2 2026, selling an estimated $407K and leaving 3,600 shares worth $1.36M. The position accounts for 0.14% of the portfolio, ranked #143.

Leuthold Group first reported a position in AVGO in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.43M in Q1 2026. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Leuthold Group held 3,600 shares of Broadcom worth $1.36M as of Q2 2026.
  • Leuthold Group sold 1,016 Broadcom shares in Q2 2026, an estimated $407K.
  • Broadcom made up 0.14% of Leuthold Group's portfolio in Q2 2026, its #143 holding.
  • Leuthold Group first reported a position in Broadcom in Q1 2026 and has held it in 2 quarters since.
  • Leuthold Group's Broadcom position peaked at $1.43M in Q1 2026.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Leuthold Group's 13F filing for Q2 2026, filed 4 Aug 2026.