MSWM
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McGlone Suttner Wealth Management’s Broadcom AVGO Stock Holding History

McGlone Suttner Wealth Management’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 		$3.09M Buy
8,183
+830
+11% +$333K 0.36% 30
2026
Q1 		$2.28M Buy
7,353
+171
+2% +$56.3K 0.3% 39
2025
Q4 		$2.49M Buy
7,182
+195
+3% +$69.7K 0.33% 31
2025
Q3 		$2.31M Sell
6,987
-228
-3% -$69.9K 0.32% 31
2025
Q2 		$1.99M Buy
7,215
+947
+15% +$206K 0.3% 35
2025
Q1 		$1.05M Buy
6,268
+1,003
+19% +$212K 0.17% 66
2024
Q4 		$1.22M Sell
5,265
-2,270
-30% -$420K 0.2% 53
2024
Q3 		$1.3M Buy
7,535
+1,305
+21% +$209K 0.27% 47
2024
Q2 		$696K Sell
6,230
-520
-8% -$72.9K 0.14% 69
2024
Q1 		$895K Buy
6,750
+520
+8% +$64.4K 0.17% 65
2023
Q4 		$696K Buy
6,230
+470
+8% +$44.5K 0.14% 69
2023
Q3 		$482K Buy
5,760
+210
+4% +$18.2K 0.11% 75
2023
Q2 		$485K Buy
5,550
+340
+7% +$24.2K 0.11% 77
2023
Q1 		$336K Buy
5,210
+340
+7% +$20.5K 0.09% 97
2022
Q4 		$273K Buy
+4,870
New +$244K 0.09% 105

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

McGlone Suttner Wealth Management's AVGO Position: Q2 2026 in Review

McGlone Suttner Wealth Management increased its Broadcom (AVGO) stake by 11% in Q2 2026, buying an estimated $333K and bringing the position to 8,183 shares worth $3.09M. The position accounts for 0.36% of the portfolio, ranked #30.

McGlone Suttner Wealth Management first reported a position in AVGO in Q4 2022 and has held it in 15 quarters since. 1,847 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • McGlone Suttner Wealth Management held 8,183 shares of Broadcom worth $3.09M as of Q2 2026.
  • McGlone Suttner Wealth Management bought 830 Broadcom shares in Q2 2026, an estimated $333K.
  • Broadcom made up 0.36% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #30 holding.
  • McGlone Suttner Wealth Management first reported a position in Broadcom in Q4 2022 and has held it in 15 quarters since.
  • 1,847 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.