MAM
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Milestone Asset Management’s Broadcom AVGO Stock Holding History

Milestone Asset 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
2025
Q2 		– Sell
-3,500
Closed -$586K – 205
2025
Q1 		$586K Hold
3,500
– – 0.12% 127
2024
Q4 		$811K Hold
3,500
– – 0.18% 124
2024
Q3 		$604K Buy
+3,500
New +$561K 0.14% 128

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

Milestone Asset Management's AVGO Position: Q2 2026 in Review

Milestone Asset Management increased its Broadcom (AVGO) stake by 3.3% in Q2 2026, buying an estimated $25.7K and bringing the position to 2,024 shares worth $765K. The position accounts for 0.12% of the portfolio, ranked #155.

Milestone Asset Management first reported a position in AVGO in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.85M in Q4 2025. 2,338 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Milestone Asset Management held 2,024 shares of Broadcom worth $765K as of Q2 2026.
  • Milestone Asset Management bought 64 Broadcom shares in Q2 2026, an estimated $25.7K.
  • Broadcom made up 0.12% of Milestone Asset Management's portfolio in Q2 2026, its #155 holding.
  • Milestone Asset Management first reported a position in Broadcom in Q3 2024 and has held it in 8 quarters since.
  • Milestone Asset Management's Broadcom position peaked at $4.85M in Q4 2025.
  • 2,338 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.