MW
AVGO icon

MBL Wealth’s Broadcom AVGO Stock Holding History

MBL Wealth’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 		$5.63M Sell
14,913
-2,627
-15% -$1.05M 0.38% 52
2026
Q1 		$5.43M Buy
17,540
+530
+3% +$174K 0.41% 49
2025
Q4 		$5.89M Buy
17,010
+4,321
+34% +$1.55M 0.47% 46
2025
Q3 		$4.19M Sell
12,689
-377
-3% -$116K 0.37% 57
2025
Q2 		$3.6M Sell
13,066
-63
-0.5% -$13.7K 0.34% 57
2025
Q1 		$2.2M Buy
13,129
+2,612
+25% +$553K 0.22% 66
2024
Q4 		$2.44M Sell
10,517
-160
-1% -$29.6K 0.24% 63
2024
Q3 		$1.84M Sell
10,677
-373
-3% -$59.8K 0.2% 66
2024
Q2 		$1.77M Sell
11,050
-520
-4% -$72.9K 0.2% 66
2024
Q1 		$1.53M Sell
11,570
-2,250
-16% -$279K 0.17% 66
2023
Q4 		$1.54M Buy
13,820
+3,120
+29% +$295K 0.19% 60
2023
Q3 		$889K Sell
10,700
-100
-0.9% -$8.67K 0.13% 76
2023
Q2 		$937K Sell
10,800
-220
-2% -$15.7K 0.13% 72
2023
Q1 		$707K Buy
11,020
+70
+0.6% +$4.21K 0.11% 77
2022
Q4 		$612K Buy
10,950
+230
+2% +$11.5K 0.12% 87
2022
Q3 		$476K Buy
10,720
+740
+7% +$37.8K 0.1% 97
2022
Q2 		$484K Buy
9,980
+40
+0.4% +$2.25K 0.12% 93
2022
Q1 		$626K Buy
+9,940
New +$590K 0.15% 83
2021
Q1 		$458K Buy
9,880
+3,770
+62% +$174K 0.16% 93
2020
Q4 		$268K Buy
+6,110
New +$238K 0.11% 106

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MBL Wealth's AVGO Position: Q2 2026 in Review

MBL Wealth reduced its Broadcom (AVGO) stake by 15% in Q2 2026, selling an estimated $1.05M and leaving 14,913 shares worth $5.63M. The position accounts for 0.38% of the portfolio, ranked #52.

MBL Wealth first reported a position in AVGO in Q4 2020 and has held it in 20 quarters since. The position peaked at $5.89M in Q4 2025. 2,338 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • MBL Wealth held 14,913 shares of Broadcom worth $5.63M as of Q2 2026.
  • MBL Wealth sold 2,627 Broadcom shares in Q2 2026, an estimated $1.05M.
  • Broadcom made up 0.38% of MBL Wealth's portfolio in Q2 2026, its #52 holding.
  • MBL Wealth first reported a position in Broadcom in Q4 2020 and has held it in 20 quarters since.
  • MBL Wealth's Broadcom position peaked at $5.89M in Q4 2025.
  • 2,338 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.