Physician Wealth Advisors’s Broadcom AVGO Stock Holding History

Physician Wealth Advisors’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	$1.27M	Sell	3,363 -221	-6%	-$88.6K	0.15%	70
2026 Q1	$1.11M	Buy	3,584 +153	+4%	+$50.3K	0.15%	71
2025 Q4	$1.19M	Sell	3,431 -264	-7%	-$94.4K	0.17%	64
2025 Q3	$1.22M	Buy	3,695 +776	+27%	+$238K	0.17%	64
2025 Q2	$805K	Buy	2,919 +63	+2%	+$13.7K	0.13%	74
2025 Q1	$478K	Buy	2,856 +600	+27%	+$127K	0.08%	97
2024 Q4	$523K	Buy	2,256 +518	+30%	+$95.8K	0.09%	92
2024 Q3	$306K	Sell	1,738 -13,442	-89%	-$2.15M	0.06%	133
2024 Q2	$257K	Buy	+15,180	New	+$2.13M	0.05%	142

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

Physician Wealth Advisors's AVGO Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Broadcom (AVGO) stake by 6.2% in Q2 2026, selling an estimated $88.6K and leaving 3,363 shares worth $1.27M. The position accounts for 0.15% of the portfolio, ranked #70.

Physician Wealth Advisors first reported a position in AVGO in Q2 2024 and has held it in 9 quarters since. 2,338 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Physician Wealth Advisors held 3,363 shares of Broadcom worth $1.27M as of Q2 2026.
Physician Wealth Advisors sold 221 Broadcom shares in Q2 2026, an estimated $88.6K.
Broadcom made up 0.15% of Physician Wealth Advisors's portfolio in Q2 2026, its #70 holding.
Physician Wealth Advisors first reported a position in Broadcom in Q2 2024 and has held it in 9 quarters since.
2,338 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.