Morton Brown Family Wealth’s Broadcom AVGO Stock Holding History

Morton Brown Family Wealth’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	$1.3M	Sell	3,444 -662	-16%	-$265K	0.3%	26
2026 Q1	$1.27M	Sell	4,106 -315	-7%	-$104K	0.34%	25
2025 Q4	$1.53M	Sell	4,421 -235	-5%	-$84K	0.42%	24
2025 Q3	$1.54M	Sell	4,656 -731	-14%	-$224K	0.44%	23
2025 Q2	$1.48M	Sell	5,387 -935	-15%	-$203K	0.45%	22
2025 Q1	$1.06M	Sell	6,322 -260	-4%	-$55K	0.36%	24
2024 Q4	$1.53M	Sell	6,582 -770	-10%	-$142K	0.53%	23
2024 Q3	$1.27M	Sell	7,352 -80,348	-92%	-$12.9M	0.45%	25
2024 Q2	$1.41M	Buy	87,700 +78,070	+811%	+$10.9M	0.56%	23
2024 Q1	$1.28M	Buy	9,630 +830	+9%	+$103K	0.53%	23
2023 Q4	$982K	Buy	+8,800	New	+$833K	0.43%	26
2022 Q4	–	Sell	-170	Closed	-$8.52K	–	166
2022 Q3	$8K	Hold	170	–	–	0.01%	118
2022 Q2	$8K	Buy	+170	New	+$9.54K	0.01%	115
2022 Q1	–	Sell	-40	Closed	-$3K	–	149
2021 Q4	$3K	Buy	+40	New	+$2.25K	﹤0.01%	147

Other funds holding AVGO

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Morton Brown Family Wealth's AVGO Position: Q2 2026 in Review

Morton Brown Family Wealth reduced its Broadcom (AVGO) stake by 16% in Q2 2026, selling an estimated $265K and leaving 3,444 shares worth $1.3M. The position accounts for 0.3% of the portfolio, ranked #26.

Morton Brown Family Wealth first reported a position in AVGO in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.54M in Q3 2025. 1,613 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Morton Brown Family Wealth held 3,444 shares of Broadcom worth $1.3M as of Q2 2026.
Morton Brown Family Wealth sold 662 Broadcom shares in Q2 2026, an estimated $265K.
Broadcom made up 0.3% of Morton Brown Family Wealth's portfolio in Q2 2026, its #26 holding.
Morton Brown Family Wealth first reported a position in Broadcom in Q4 2021 and has held it in 14 quarters since.
Morton Brown Family Wealth's Broadcom position peaked at $1.54M in Q3 2025.
1,613 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.