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One Charles Private Wealth Services’s Broadcom AVGO Stock Holding History

One Charles Private Wealth Services’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 		$1.08M Buy
2,850
+98
+4% +$39.3K 0.25% 67
2026
Q1 		$852K Sell
2,752
-8
-0.3% -$2.63K 0.21% 69
2025
Q4 		$955K Sell
2,760
-85
-3% -$30.4K 0.25% 69
2025
Q3 		$939K Sell
2,845
-72
-2% -$22.1K 0.25% 65
2025
Q2 		$804K Sell
2,917
-304
-9% -$66K 0.23% 68
2025
Q1 		$539K Buy
3,221
+507
+19% +$107K 0.17% 70
2024
Q4 		$629K Buy
2,714
+274
+11% +$50.7K 0.21% 63
2024
Q3 		$421K Hold
2,440
– – 0.16% 88
2024
Q2 		$392K Sell
2,440
-30
-1% -$4.2K 0.16% 92
2024
Q1 		$327K Sell
2,470
-360
-13% -$44.6K 0.14% 103
2023
Q4 		$316K Buy
2,830
+60
+2% +$5.68K 0.17% 99
2023
Q3 		$230K Hold
2,770
– – 0.13% 111
2023
Q2 		$240K Buy
+2,770
New +$198K 0.14% 114

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
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
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

One Charles Private Wealth Services's AVGO Position: Q2 2026 in Review

One Charles Private Wealth Services increased its Broadcom (AVGO) stake by 3.6% in Q2 2026, buying an estimated $39.3K and bringing the position to 2,850 shares worth $1.08M. The position accounts for 0.25% of the portfolio, ranked #67.

One Charles Private Wealth Services first reported a position in AVGO in Q2 2023 and has held it in 13 quarters since. 853 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • One Charles Private Wealth Services held 2,850 shares of Broadcom worth $1.08M as of Q2 2026.
  • One Charles Private Wealth Services bought 98 Broadcom shares in Q2 2026, an estimated $39.3K.
  • Broadcom made up 0.25% of One Charles Private Wealth Services's portfolio in Q2 2026, its #67 holding.
  • One Charles Private Wealth Services first reported a position in Broadcom in Q2 2023 and has held it in 13 quarters since.
  • 853 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.