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Peterson Wealth Services’s Broadcom AVGO Stock Holding History

Peterson 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 		$15.4M Sell
40,885
-377
-0.9% -$151K 3.37% 7
2026
Q1 		$12.8M Buy
41,262
+86
+0.2% +$28.3K 3.16% 8
2025
Q4 		$14.3M Buy
41,176
+27,467
+200% +$9.82M 3.64% 7
2025
Q3 		$14.1M Sell
13,709
-29,688
-68% -$9.11M 3.48% 8
2025
Q2 		$12M Buy
43,397
+402
+0.9% +$87.3K 3.28% 8
2025
Q1 		$7.2M Sell
42,995
-13,092
-23% -$2.77M 2.23% 12
2024
Q4 		$13M Buy
56,087
+315
+0.6% +$58.3K 3.9% 6
2024
Q3 		$9.62M Sell
55,772
-11,708
-17% -$1.88M 3.07% 7
2024
Q2 		$10.8M Buy
67,480
+530
+0.8% +$74.3K 3.79% 5
2024
Q1 		$8.87M Sell
66,950
-7,590
-10% -$940K 3.23% 6
2023
Q4 		$8.32M Buy
74,540
+3,040
+4% +$288K 3.57% 7
2023
Q3 		$5.94M Buy
71,500
+1,900
+3% +$165K 4.44% 5
2023
Q2 		$6.04M Sell
69,600
-530
-0.8% -$37.8K 2.9% 8
2023
Q1 		$4.5M Buy
70,130
+9,740
+16% +$586K 2.31% 10
2022
Q4 		$3.38M Sell
60,390
-1,680
-3% -$84.2K 1.93% 16
2022
Q3 		$2.76M Buy
62,070
+6,900
+13% +$353K 1.95% 16
2022
Q2 		$2.68M Buy
55,170
+3,030
+6% +$170K 1.93% 20
2022
Q1 		$3.28M Buy
52,140
+6,870
+15% +$408K 2.02% 17
2021
Q4 		$3.01M Buy
+45,270
New +$2.54M 2% 16

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Peterson Wealth Services's AVGO Position: Q2 2026 in Review

Peterson Wealth Services reduced its Broadcom (AVGO) stake by 0.91% in Q2 2026, selling an estimated $151K and leaving 40,885 shares worth $15.4M. The position accounts for 3.37% of the portfolio, ranked #7.

Peterson Wealth Services first reported a position in AVGO in Q4 2021 and has held it in 19 quarters since. 2,338 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Peterson Wealth Services held 40,885 shares of Broadcom worth $15.4M as of Q2 2026.
  • Peterson Wealth Services sold 377 Broadcom shares in Q2 2026, an estimated $151K.
  • Broadcom made up 3.37% of Peterson Wealth Services's portfolio in Q2 2026, its #7 holding.
  • Peterson Wealth Services first reported a position in Broadcom in Q4 2021 and has held it in 19 quarters since.
  • 2,338 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.