Mason & Associates (California)’s Broadcom AVGO Stock Holding History

Mason & Associates (California)’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	$3.4M	Buy	9,003 +693	+8%	+$278K	0.55%	38
2026 Q1	$2.44M	Buy	8,310 +1,211	+17%	+$398K	0.47%	43
2025 Q4	$2.46M	Buy	7,099 +394	+6%	+$141K	0.46%	41
2025 Q3	$2.21M	Buy	6,705 +651	+11%	+$200K	0.45%	39
2025 Q2	$1.67M	Sell	6,054 -51	-0.8%	-$11.1K	0.39%	42
2025 Q1	$1.02M	Buy	6,105 +578	+10%	+$122K	0.25%	50
2024 Q4	$1.28M	Buy	5,527 +1,000	+22%	+$185K	0.3%	49
2024 Q3	$781K	Buy	+4,527	New	+$726K	0.19%	57

Other funds holding AVGO

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mason & Associates (California)'s AVGO Position: Q2 2026 in Review

Mason & Associates (California) increased its Broadcom (AVGO) stake by 8.3% in Q2 2026, buying an estimated $278K and bringing the position to 9,003 shares worth $3.4M. The position accounts for 0.55% of the portfolio, ranked #38.

Mason & Associates (California) first reported a position in AVGO in Q3 2024 and has held it in 8 quarters since. 2,338 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Mason & Associates (California) held 9,003 shares of Broadcom worth $3.4M as of Q2 2026.
Mason & Associates (California) bought 693 Broadcom shares in Q2 2026, an estimated $278K.
Broadcom made up 0.55% of Mason & Associates (California)'s portfolio in Q2 2026, its #38 holding.
Mason & Associates (California) first reported a position in Broadcom in Q3 2024 and has held it in 8 quarters since.
2,338 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.