Partners Wealth Management’s Broadcom AVGO Stock Holding History

Partners Wealth Management’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	$440K	Sell	1,165 -43	-4%	-$17.2K	0.43%	59
2026 Q1	$374K	Sell	1,208 -173	-13%	-$56.9K	0.39%	66
2025 Q4	$478K	Sell	1,381 -919	-40%	-$329K	0.5%	53
2025 Q3	$759K	Buy	2,300 +24	+1%	+$7.36K	0.75%	39
2025 Q2	$384K	Hold	2,276	–	–	0.44%	62
2025 Q1	$381K	Sell	2,276 -433	-16%	-$91.6K	0.43%	62
2024 Q4	$628K	Buy	+2,709	New	+$501K	0.71%	45

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

Partners Wealth Management's AVGO Position: Q2 2026 in Review

Partners Wealth Management reduced its Broadcom (AVGO) stake by 3.6% in Q2 2026, selling an estimated $17.2K and leaving 1,165 shares worth $440K. The position accounts for 0.43% of the portfolio, ranked #59.

Partners Wealth Management first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. The position peaked at $759K in Q3 2025. 1,441 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Partners Wealth Management held 1,165 shares of Broadcom worth $440K as of Q2 2026.
Partners Wealth Management sold 43 Broadcom shares in Q2 2026, an estimated $17.2K.
Broadcom made up 0.43% of Partners Wealth Management's portfolio in Q2 2026, its #59 holding.
Partners Wealth Management first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
Partners Wealth Management's Broadcom position peaked at $759K in Q3 2025.
1,441 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Partners Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.