Precedent Wealth Partners’s Broadcom AVGO Stock Holding History

Precedent Wealth Partners’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	$8.23M	Buy	21,776 +2,686	+14%	+$1.08M	1.37%	17
2026 Q1	$5.91M	Buy	19,090 +97	+0.5%	+$31.9K	1.18%	22
2025 Q4	$6.57M	Sell	18,993 -930	-5%	-$333K	1.38%	17
2025 Q3	$6.57M	Buy	19,923 +207	+1%	+$63.5K	1.45%	16
2025 Q2	$5.43M	Buy	19,716 +1,653	+9%	+$359K	1.33%	17
2025 Q1	$3.02M	Buy	18,063 +614	+4%	+$130K	0.84%	27
2024 Q4	$4.05M	Buy	17,449 +208	+1%	+$38.5K	1.32%	20
2024 Q3	$2.97M	Buy	17,241 +971	+6%	+$156K	0.98%	29
2024 Q2	$2.61M	Buy	16,270 +500	+3%	+$70.1K	1.05%	23
2024 Q1	$2.09M	Buy	15,770 +780	+5%	+$96.6K	0.9%	26
2023 Q4	$1.67M	Buy	+14,990	New	+$1.42M	0.85%	25

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

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

Precedent Wealth Partners increased its Broadcom (AVGO) stake by 14% in Q2 2026, buying an estimated $1.08M and bringing the position to 21,776 shares worth $8.23M. The position accounts for 1.37% of the portfolio, ranked #17.

Precedent Wealth Partners first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 1,613 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Precedent Wealth Partners held 21,776 shares of Broadcom worth $8.23M as of Q2 2026.
Precedent Wealth Partners bought 2,686 Broadcom shares in Q2 2026, an estimated $1.08M.
Broadcom made up 1.37% of Precedent Wealth Partners's portfolio in Q2 2026, its #17 holding.
Precedent Wealth Partners first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
1,613 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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