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Meriwether Wealth & Planning’s Broadcom AVGO Stock Holding History

Meriwether Wealth & Planning’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 		$305K Sell
807
-26
-3% -$10.4K 0.15% 91
2026
Q1 		$258K Buy
833
+99
+13% +$32.6K 0.14% 101
2025
Q4 		$254K Buy
734
+41
+6% +$14.7K 0.14% 99
2025
Q3 		$229K Buy
+693
New +$213K 0.13% 112

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Meriwether Wealth & Planning's AVGO Position: Q2 2026 in Review

Meriwether Wealth & Planning reduced its Broadcom (AVGO) stake by 3.1% in Q2 2026, selling an estimated $10.4K and leaving 807 shares worth $305K. The position accounts for 0.15% of the portfolio, ranked #91.

Meriwether Wealth & Planning first reported a position in AVGO in Q3 2025 and has held it in 4 quarters since. 853 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Meriwether Wealth & Planning held 807 shares of Broadcom worth $305K as of Q2 2026.
  • Meriwether Wealth & Planning sold 26 Broadcom shares in Q2 2026, an estimated $10.4K.
  • Broadcom made up 0.15% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #91 holding.
  • Meriwether Wealth & Planning first reported a position in Broadcom in Q3 2025 and has held it in 4 quarters since.
  • 853 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.