N.E.W. Advisory Services’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$384K Buy
1,018
+185
+22% +$74.2K 0.03% 165
2026
Q1
$258K Buy
833
+59
+8% +$19.4K 0.02% 194
2025
Q4
$268K Buy
774
+25
+3% +$8.94K 0.02% 180
2025
Q3
$247K Buy
749
+176
+31% +$54K 0.02% 167
2025
Q2
$158K Sell
573
-46
-7% -$9.99K 0.02% 203
2025
Q1
$104K Buy
+619
New +$131K 0.01% 276

Other funds holding AVGO

N.E.W. Advisory Services's AVGO Position: Q2 2026 in Review

N.E.W. Advisory Services increased its Broadcom (AVGO) stake by 22% in Q2 2026, buying an estimated $74.2K and bringing the position to 1,018 shares worth $384K. The position accounts for 0.03% of the portfolio, ranked #165.

N.E.W. Advisory Services first reported a position in AVGO in Q1 2025 and has held it in 6 quarters since. 3,627 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • N.E.W. Advisory Services held 1,018 shares of Broadcom worth $384K as of Q2 2026.
  • N.E.W. Advisory Services bought 185 Broadcom shares in Q2 2026, an estimated $74.2K.
  • Broadcom made up 0.03% of N.E.W. Advisory Services's portfolio in Q2 2026, its #165 holding.
  • N.E.W. Advisory Services first reported a position in Broadcom in Q1 2025 and has held it in 6 quarters since.
  • 3,627 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.