Rational Advisors’s Broadcom AVGO Stock Holding History

Rational 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	$1.56M	Sell	4,140 -3,882	-48%	-$1.56M	0.14%	76
2026 Q1	$2.48M	Buy	8,022 +2,667	+50%	+$878K	0.25%	60
2025 Q4	$1.85M	Sell	5,355 -215	-4%	-$76.9K	0.19%	79
2025 Q3	$1.84M	Buy	5,570 +879	+19%	+$270K	0.18%	72
2025 Q2	$1.29M	Sell	4,691 -13	-0.3%	-$2.82K	0.13%	76
2025 Q1	$788K	Buy	4,704 +1,355	+40%	+$287K	0.08%	88
2024 Q4	$776K	Buy	3,349 +506	+18%	+$93.6K	0.08%	83
2024 Q3	$490K	Sell	2,843 -8,547	-75%	-$1.37M	0.05%	91
2024 Q2	$1.83M	Buy	11,390 +5,890	+107%	+$825K	0.18%	59
2024 Q1	$729K	Sell	5,500 -3,910	-42%	-$484K	0.07%	89
2023 Q4	$1.05M	Buy	9,410 +1,170	+14%	+$111K	0.11%	69
2023 Q3	$684K	Sell	8,240 -4,340	-34%	-$376K	0.06%	81
2023 Q2	$1.09M	Sell	12,580 -16,040	-56%	-$1.14M	0.09%	81
2023 Q1	$1.84M	Buy	+28,620	New	+$1.72M	0.15%	62
2022 Q4	–	Sell	-41,240	Closed	-$1.83M	–	244
2022 Q3	$1.83M	Buy	+41,240	New	+$2.11M	0.14%	55
2020 Q4	–	Sell	-10,100	Closed	-$368K	–	234
2020 Q3	$368K	Buy	10,100 +5,290	+110%	+$177K	0.16%	122
2020 Q2	$152K	Buy	+4,810	New	+$135K	0.08%	151
2020 Q1	–	Sell	-14,600	Closed	-$461K	–	187
2019 Q4	$461K	Buy	14,600 +9,960	+215%	+$302K	0.22%	130
2019 Q3	$128K	Buy	4,640 +2,510	+118%	+$71.4K	0.05%	271
2019 Q2	$62K	Sell	2,130 -144,880	-99%	-$4.22M	0.02%	317
2019 Q1	$4.42M	Buy	147,010 +133,970	+1,027%	+$3.63M	1.2%	16
2018 Q4	$332K	Buy	13,040 +8,970	+220%	+$212K	0.1%	141
2018 Q3	$101K	Sell	4,070 -37,530	-90%	-$842K	0.02%	237
2018 Q2	$1.01M	Sell	41,600 -28,640	-41%	-$702K	0.47%	81
2018 Q1	$1.66M	Buy	70,240 +15,180	+28%	+$382K	0.78%	35
2017 Q4	$1.41M	Sell	55,060 -1,860	-3%	-$48.4K	0.73%	42
2017 Q3	$1.38M	Buy	56,920 +38,430	+208%	+$950K	0.74%	44
2017 Q2	$431K	Buy	+18,490	New	+$429K	0.27%	112

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

Rational Advisors's AVGO Position: Q2 2026 in Review

Rational Advisors reduced its Broadcom (AVGO) stake by 48% in Q2 2026, selling an estimated $1.56M and leaving 4,140 shares worth $1.56M. The position accounts for 0.14% of the portfolio, ranked #76.

Rational Advisors first reported a position in AVGO in Q2 2017 and has held it in 28 quarters since. The position peaked at $4.42M in Q1 2019. 2,322 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Rational Advisors held 4,140 shares of Broadcom worth $1.56M as of Q2 2026.
Rational Advisors sold 3,882 Broadcom shares in Q2 2026, an estimated $1.56M.
Broadcom made up 0.14% of Rational Advisors's portfolio in Q2 2026, its #76 holding.
Rational Advisors first reported a position in Broadcom in Q2 2017 and has held it in 28 quarters since.
Rational Advisors's Broadcom position peaked at $4.42M in Q1 2019.
2,322 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Rational Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.