NWWA
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New Wave Wealth Advisors’s Broadcom AVGO Stock Holding History

New Wave 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 		$792K Sell
2,096
-388
-16% -$156K 0.22% 101
2026
Q1 		$769K Buy
2,484
+1,610
+184% +$530K 0.27% 71
2025
Q4 		$302K Buy
+874
New +$313K 0.11% 134
2025
Q1 		– Sell
-150
Closed -$34.8K – 173
2024
Q4 		$34.8K Sell
150
-2,292
-94% -$424K 0.01% 245
2024
Q3 		$421K Buy
+2,442
New +$391K 0.19% 76

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Ninety One (UK)
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New Wave Wealth Advisors's AVGO Position: Q2 2026 in Review

New Wave Wealth Advisors reduced its Broadcom (AVGO) stake by 16% in Q2 2026, selling an estimated $156K and leaving 2,096 shares worth $792K. The position accounts for 0.22% of the portfolio, ranked #101.

New Wave Wealth Advisors first reported a position in AVGO in Q3 2024 and has held it in 5 quarters since. 1,933 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • New Wave Wealth Advisors held 2,096 shares of Broadcom worth $792K as of Q2 2026.
  • New Wave Wealth Advisors sold 388 Broadcom shares in Q2 2026, an estimated $156K.
  • Broadcom made up 0.22% of New Wave Wealth Advisors's portfolio in Q2 2026, its #101 holding.
  • New Wave Wealth Advisors first reported a position in Broadcom in Q3 2024 and has held it in 5 quarters since.
  • 1,933 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.