McNaughton Wealth Management’s Broadcom AVGO Stock Holding History

McNaughton 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	$1.91M	Buy	5,062 +360	+8%	+$144K	0.68%	43
2026 Q1	$1.46M	Buy	4,702 +633	+16%	+$208K	0.6%	48
2025 Q4	$1.41M	Buy	4,069 +264	+7%	+$94.4K	0.58%	50
2025 Q3	$1.26M	Sell	3,805 -778	-17%	-$239K	0.53%	51
2025 Q2	$1.26M	Sell	4,583 -90	-2%	-$19.5K	0.56%	49
2025 Q1	$782K	Buy	4,673 +478	+11%	+$101K	0.38%	52
2024 Q4	$973K	Buy	4,195 +215	+5%	+$39.8K	0.47%	41
2024 Q3	$687K	Buy	+3,980	New	+$638K	0.33%	42

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

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

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

McNaughton Wealth Management's AVGO Position: Q2 2026 in Review

McNaughton Wealth Management increased its Broadcom (AVGO) stake by 7.7% in Q2 2026, buying an estimated $144K and bringing the position to 5,062 shares worth $1.91M. The position accounts for 0.68% of the portfolio, ranked #43.

McNaughton Wealth Management first reported a position in AVGO in Q3 2024 and has held it in 8 quarters since. 2,201 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

McNaughton Wealth Management held 5,062 shares of Broadcom worth $1.91M as of Q2 2026.
McNaughton Wealth Management bought 360 Broadcom shares in Q2 2026, an estimated $144K.
Broadcom made up 0.68% of McNaughton Wealth Management's portfolio in Q2 2026, its #43 holding.
McNaughton Wealth Management first reported a position in Broadcom in Q3 2024 and has held it in 8 quarters since.
2,201 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on McNaughton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.