Members Trust
AVGO icon

Members Trust’s Broadcom AVGO Stock Holding History

Members Trust’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 		$1.4M Sell
3,710
-397
-10% -$159K 0.04% 45
2026
Q1 		$1.27M Sell
4,107
-32
-0.8% -$10.5K 0.04% 48
2025
Q4 		$1.43M Buy
4,139
+118
+3% +$42.2K 0.05% 41
2025
Q3 		$1.33M Buy
4,021
+274
+7% +$84.1K 0.04% 41
2025
Q2 		$1.03M Buy
3,747
+674
+22% +$146K 0.04% 49
2025
Q1 		$515K Buy
3,073
+1,047
+52% +$222K 0.02% 73
2024
Q4 		$470K Buy
2,026
+106
+6% +$19.6K 0.02% 69
2024
Q3 		$331K Sell
1,920
-150
-7% -$24K 0.01% 92
2024
Q2 		$332K Sell
2,070
-110
-5% -$15.4K 0.01% 92
2024
Q1 		$289K Buy
2,180
+390
+22% +$48.3K 0.01% 96
2023
Q4 		$201K Buy
+1,790
New +$169K 0.01% 115

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

Members Trust's AVGO Position: Q2 2026 in Review

Members Trust reduced its Broadcom (AVGO) stake by 9.7% in Q2 2026, selling an estimated $159K and leaving 3,710 shares worth $1.4M. The position accounts for 0.04% of the portfolio, ranked #45.

Members Trust first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.43M in Q4 2025. 2,335 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Members Trust held 3,710 shares of Broadcom worth $1.4M as of Q2 2026.
  • Members Trust sold 397 Broadcom shares in Q2 2026, an estimated $159K.
  • Broadcom made up 0.04% of Members Trust's portfolio in Q2 2026, its #45 holding.
  • Members Trust first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • Members Trust's Broadcom position peaked at $1.43M in Q4 2025.
  • 2,335 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Members Trust's 13F filing for Q2 2026, filed 31 Jul 2026.