Peak Financial Management’s Broadcom AVGO Stock Holding History

Peak Financial 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	$224K	Sell	591 -145	-20%	-$58.1K	0.05%	104
2026 Q1	$228K	Sell	736 -91	-11%	-$29.9K	0.06%	89
2025 Q4	$286K	Buy	827 +125	+18%	+$44.7K	0.07%	76
2025 Q3	$232K	Buy	+702	New	+$215K	0.06%	88
2025 Q1	–	Sell	-1,283	Closed	-$297K	–	98
2024 Q4	$297K	Sell	1,283 -267	-17%	-$49.4K	0.09%	75
2024 Q3	$267K	Hold	1,550	–	–	0.08%	80
2024 Q2	$249K	Sell	1,550 -300	-16%	-$42K	0.08%	79
2024 Q1	$245K	Sell	1,850 -300	-14%	-$37.2K	0.08%	80
2023 Q4	$240K	Buy	+2,150	New	+$204K	0.08%	71

Other funds holding AVGO

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Peak Financial Management's AVGO Position: Q2 2026 in Review

Peak Financial Management reduced its Broadcom (AVGO) stake by 20% in Q2 2026, selling an estimated $58.1K and leaving 591 shares worth $224K. The position accounts for 0.05% of the portfolio, ranked #104.

Peak Financial Management first reported a position in AVGO in Q4 2023 and has held it in 9 quarters since. The position peaked at $297K in Q4 2024. 2,338 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Peak Financial Management held 591 shares of Broadcom worth $224K as of Q2 2026.
Peak Financial Management sold 145 Broadcom shares in Q2 2026, an estimated $58.1K.
Broadcom made up 0.05% of Peak Financial Management's portfolio in Q2 2026, its #104 holding.
Peak Financial Management first reported a position in Broadcom in Q4 2023 and has held it in 9 quarters since.
Peak Financial Management's Broadcom position peaked at $297K in Q4 2024.
2,338 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Peak Financial Management's 13F filing for Q2 2026, filed 20 Jul 2026.