Nvest Wealth Strategies’s Broadcom AVGO Stock Holding History

Nvest Wealth Strategies’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	$35.9K	Hold	95	–	–	0.02%	66
2026 Q1	$29.4K	Hold	95	–	–	0.02%	68
2025 Q4	$32.9K	Buy	+95	New	+$34K	0.02%	65

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Nvest Wealth Strategies's AVGO Position: Q2 2026 in Review

Nvest Wealth Strategies held its Broadcom (AVGO) position steady in Q2 2026 at 95 shares worth $35.9K. The position accounts for 0.02% of the portfolio, ranked #66.

Nvest Wealth Strategies first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. 3,167 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Nvest Wealth Strategies held 95 shares of Broadcom worth $35.9K as of Q2 2026.
Nvest Wealth Strategies left its Broadcom share count unchanged in Q2 2026.
Broadcom made up 0.02% of Nvest Wealth Strategies's portfolio in Q2 2026, its #66 holding.
Nvest Wealth Strategies first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
3,167 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.