One Wealth Management Investment & Advisory Services’s Broadcom AVGO Stock Holding History

One Wealth Management Investment & Advisory 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	–	Sell	-1,080	Closed	-$334K	–	54
2026 Q1	$334K	Sell	1,080 -296	-22%	-$97.4K	0.4%	40
2025 Q4	$476K	Buy	1,376 +136	+11%	+$48.6K	0.52%	32
2025 Q3	$409K	Buy	1,240 +138	+13%	+$42.3K	0.48%	33
2025 Q2	$304K	Sell	1,102 -94	-8%	-$20.4K	0.39%	38
2025 Q1	$200K	Buy	+1,196	New	+$253K	0.33%	45
2024 Q3	–	Sell	-12,170	Closed	-$1.95M	–	54
2024 Q2	$1.95M	Sell	12,170 -60	-0.5%	-$8.41K	0.78%	24
2024 Q1	$1.62M	Sell	12,230 -500	-4%	-$62K	0.66%	26
2023 Q4	$1.42M	Buy	+12,730	New	+$1.21M	0.63%	30

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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

One Wealth Management Investment & Advisory Services's AVGO Position: Q2 2026 in Review

One Wealth Management Investment & Advisory Services sold out of Broadcom (AVGO) in Q2 2026, closing a stake of 1,080 shares — an estimated $334K sold.

One Wealth Management Investment & Advisory Services first reported a position in AVGO in Q4 2023 and held it in 8 quarters. The position peaked at $1.95M in Q2 2024. 1,613 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

One Wealth Management Investment & Advisory Services reported no remaining Broadcom position as of Q2 2026 after selling out during the quarter.
One Wealth Management Investment & Advisory Services sold 1,080 Broadcom shares in Q2 2026, an estimated $334K.
One Wealth Management Investment & Advisory Services first reported a position in Broadcom in Q4 2023 and held it in 8 quarters.
One Wealth Management Investment & Advisory Services's Broadcom position peaked at $1.95M in Q2 2024.
1,613 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.