NWM
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Navigoe Wealth Management’s Broadcom AVGO Stock Holding History

Navigoe Wealth 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
2026
Q2 		$12K Buy
34
+26
+325% +$10.4K 0.01% 134
2026
Q1 		$2K Sell
8
-115
-93% -$37.8K ﹤0.01% 159
2025
Q4 		$42K Hold
123
– – 0.03% 82
2025
Q3 		$40K Buy
123
+103
+515% +$31.6K 0.03% 81
2025
Q2 		$5K Hold
20
– – ﹤0.01% 126
2025
Q1 		$3K Hold
20
– – ﹤0.01% 133
2024
Q4 		$4K Buy
+20
New +$3.7K ﹤0.01% 128

Other funds holding AVGO

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Navigoe Wealth Management's AVGO Position: Q2 2026 in Review

Navigoe Wealth Management increased its Broadcom (AVGO) stake by 325% in Q2 2026, buying an estimated $10.4K and bringing the position to 34 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #134.

Navigoe Wealth Management first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. The position peaked at $42K in Q4 2025. 2,448 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Navigoe Wealth Management held 34 shares of Broadcom worth $12K as of Q2 2026.
  • Navigoe Wealth Management bought 26 Broadcom shares in Q2 2026, an estimated $10.4K.
  • Broadcom made up 0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #134 holding.
  • Navigoe Wealth Management first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • Navigoe Wealth Management's Broadcom position peaked at $42K in Q4 2025.
  • 2,448 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.