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Motive Wealth Advisors’s Broadcom AVGO Stock Holding History

Motive Wealth Advisors’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
5,044
+36
+0.7% +$14.4K 0.78% 26
2026
Q1 		$1.55M Sell
5,008
-26
-0.5% -$8.55K 0.73% 26
2025
Q4 		$1.74M Sell
5,034
-41
-0.8% -$14.7K 0.74% 26
2025
Q3 		$1.67M Buy
5,075
+70
+1% +$21.5K 0.72% 26
2025
Q2 		$1.38M Buy
5,005
+651
+15% +$141K 0.63% 26
2025
Q1 		$729K Sell
4,354
-246
-5% -$52.1K 0.39% 33
2024
Q4 		$1.07M Buy
4,600
+4,209
+1,076% +$778K 0.57% 28
2024
Q3 		$628K Sell
391
-3,519
-90% -$564K 0.38% 36
2024
Q2 		$628K Buy
3,910
+150
+4% +$21K 0.38% 36
2024
Q1 		$498K Buy
3,760
+1,440
+62% +$178K 0.3% 39
2023
Q4 		$259K Sell
2,320
-510
-18% -$48.3K 0.3% 37
2023
Q3 		$235K Sell
2,830
-200
-7% -$17.3K 0.26% 42
2023
Q2 		$263K Buy
+3,030
New +$216K 0.27% 45

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

Motive Wealth Advisors's AVGO Position: Q2 2026 in Review

Motive Wealth Advisors increased its Broadcom (AVGO) stake by 0.72% in Q2 2026, buying an estimated $14.4K and bringing the position to 5,044 shares worth $1.91M. The position accounts for 0.78% of the portfolio, ranked #26.

Motive Wealth Advisors first reported a position in AVGO in Q2 2023 and has held it in 13 quarters since. 1,129 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Motive Wealth Advisors held 5,044 shares of Broadcom worth $1.91M as of Q2 2026.
  • Motive Wealth Advisors bought 36 Broadcom shares in Q2 2026, an estimated $14.4K.
  • Broadcom made up 0.78% of Motive Wealth Advisors's portfolio in Q2 2026, its #26 holding.
  • Motive Wealth Advisors first reported a position in Broadcom in Q2 2023 and has held it in 13 quarters since.
  • 1,129 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Motive Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.