Mather 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
$26.6M Buy
70,429
+8,840
+14% +$3.54M 0.23% 50
2026
Q1
$19.1M Buy
61,589
+1,969
+3% +$648K 0.19% 55
2025
Q4
$20.6M Buy
59,620
+4,442
+8% +$1.59M 0.21% 51
2025
Q3
$18.2M Buy
55,178
+5,439
+11% +$1.67M 0.18% 53
2025
Q2
$13.7M Sell
49,739
-998
-2% -$217K 0.15% 70
2025
Q1
$8.49M Buy
50,737
+3,128
+7% +$662K 0.1% 87
2024
Q4
$11M Sell
47,609
-3,933
-8% -$727K 0.14% 78
2024
Q3
$8.89M Sell
51,542
-4,898
-9% -$785K 0.11% 84
2024
Q2
$7.48M Buy
56,440
+6,330
+13% +$887K 0.09% 96
2024
Q1
$5.59M Sell
50,110
-870
-2% -$108K 0.09% 86
2023
Q4
$5.69M Buy
50,980
+3,300
+7% +$312K 0.09% 88
2023
Q3
$3.96M Sell
47,680
-1,770
-4% -$153K 0.07% 101
2023
Q2
$4.29M Buy
49,450
+3,670
+8% +$262K 0.07% 104
2023
Q1
$2.94M Buy
45,780
+16,880
+58% +$1.02M 0.05% 118
2022
Q4
$1.62M Sell
28,900
-540
-2% -$27.1K 0.03% 152
2022
Q3
$1.31M Buy
29,440
+4,400
+18% +$225K 0.03% 167
2022
Q2
$1.22M Buy
25,040
+5,010
+25% +$281K 0.03% 161
2022
Q1
$1.26M Buy
20,030
+5,620
+39% +$334K 0.02% 144
2021
Q4
$959K Buy
14,410
+190
+1% +$10.7K 0.02% 154
2021
Q3
$689K Sell
14,220
-20
-0.1% -$973 0.02% 140
2021
Q2
$679K Buy
14,240
+2,590
+22% +$120K 0.02% 135
2021
Q1
$540K Buy
11,650
+870
+8% +$40.2K 0.02% 141
2020
Q4
$472K Buy
10,780
+2,310
+27% +$90.1K 0.02% 139
2020
Q3
$308K Sell
8,470
-220
-3% -$7.37K 0.01% 176
2020
Q2
$274K Buy
+8,690
New +$243K 0.01% 176
2020
Q1
Sell
-8,240
Closed -$260K 138
2019
Q4
$260K Buy
+8,240
New +$250K 0.02% 143

Other funds holding AVGO

Mather Group's AVGO Position: Q2 2026 in Review

Mather Group increased its Broadcom (AVGO) stake by 14% in Q2 2026, buying an estimated $3.54M and bringing the position to 70,429 shares worth $26.6M. The position accounts for 0.23% of the portfolio, ranked #50.

Mather Group first reported a position in AVGO in Q4 2019 and has held it in 26 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Mather Group held 70,429 shares of Broadcom worth $26.6M as of Q2 2026.
  • Mather Group bought 8,840 Broadcom shares in Q2 2026, an estimated $3.54M.
  • Broadcom made up 0.23% of Mather Group's portfolio in Q2 2026, its #50 holding.
  • Mather Group first reported a position in Broadcom in Q4 2019 and has held it in 26 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.