National Wealth Management Group’s Broadcom AVGO Stock Holding History

National Wealth Management Group’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	$1.86M	Sell	4,923 -207	-4%	-$83K	0.58%	50
2026 Q1	$1.59M	Sell	5,130 -112	-2%	-$36.9K	0.59%	44
2025 Q4	$1.81M	Sell	5,242 -2,918	-36%	-$1.04M	0.63%	36
2025 Q3	$2.69M	Buy	8,160 +3,311	+68%	+$1.02M	1.01%	26
2025 Q2	$1.34M	Buy	+4,849	New	+$1.05M	0.75%	29
2025 Q1	–	Sell	-2,209	Closed	-$512K	–	149
2024 Q4	$512K	Buy	+2,209	New	+$409K	0.34%	69

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

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

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

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

National Wealth Management Group's AVGO Position: Q2 2026 in Review

National Wealth Management Group reduced its Broadcom (AVGO) stake by 4% in Q2 2026, selling an estimated $83K and leaving 4,923 shares worth $1.86M. The position accounts for 0.58% of the portfolio, ranked #50.

National Wealth Management Group first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.69M in Q3 2025. 1,273 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

National Wealth Management Group held 4,923 shares of Broadcom worth $1.86M as of Q2 2026.
National Wealth Management Group sold 207 Broadcom shares in Q2 2026, an estimated $83K.
Broadcom made up 0.58% of National Wealth Management Group's portfolio in Q2 2026, its #50 holding.
National Wealth Management Group first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
National Wealth Management Group's Broadcom position peaked at $2.69M in Q3 2025.
1,273 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.