Optivise Advisory Services’s Broadcom AVGO Stock Holding History

Optivise 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	$1.51M	Buy	4,008 +157	+4%	+$63K	0.77%	34
2026 Q1	$1.19M	Sell	3,851 -124	-3%	-$40.8K	0.72%	33
2025 Q4	$1.38M	Buy	3,975 +688	+21%	+$246K	0.79%	36
2025 Q3	$1.08M	Buy	3,287 +388	+13%	+$119K	0.65%	43
2025 Q2	$799K	Sell	2,899 -346	-11%	-$75.1K	0.41%	63
2025 Q1	$543K	Buy	3,245 +505	+18%	+$107K	0.3%	78
2024 Q4	$635K	Sell	2,740 -593	-18%	-$110K	0.34%	75
2024 Q3	$575K	Buy	3,333 +333	+11%	+$53.4K	0.3%	69
2024 Q2	$482K	Buy	+3,000	New	+$420K	0.26%	82

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

ACM

ASK Capital Management San Francisco, California $721M AUM 36.53% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Optivise Advisory Services's AVGO Position: Q2 2026 in Review

Optivise Advisory Services increased its Broadcom (AVGO) stake by 4.1% in Q2 2026, buying an estimated $63K and bringing the position to 4,008 shares worth $1.51M. The position accounts for 0.77% of the portfolio, ranked #34.

Optivise Advisory Services first reported a position in AVGO in Q2 2024 and has held it in 9 quarters since. 1,757 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Optivise Advisory Services held 4,008 shares of Broadcom worth $1.51M as of Q2 2026.
Optivise Advisory Services bought 157 Broadcom shares in Q2 2026, an estimated $63K.
Broadcom made up 0.77% of Optivise Advisory Services's portfolio in Q2 2026, its #34 holding.
Optivise Advisory Services first reported a position in Broadcom in Q2 2024 and has held it in 9 quarters since.
1,757 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.