Red Door Wealth Management’s Broadcom AVGO Stock Holding History

Red Door Wealth 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	$14.7M	Buy	38,909 +1,920	+5%	+$770K	1.34%	19
2026 Q1	$11.4M	Buy	36,989 +1,283	+4%	+$422K	1.19%	23
2025 Q4	$12.4M	Buy	35,706 +3,540	+11%	+$1.27M	1.29%	19
2025 Q3	$10.6M	Buy	32,166 +4,127	+15%	+$1.27M	1.13%	24
2025 Q2	$7.73M	Buy	28,039 +5,467	+24%	+$1.19M	0.92%	33
2025 Q1	$3.78M	Buy	22,572 +16,150	+251%	+$3.42M	0.56%	50
2024 Q4	$1.49M	Buy	6,422 +2,943	+85%	+$544K	0.23%	72
2024 Q3	$600K	Sell	3,479 -1	-0%	-$160	0.1%	109
2024 Q2	$559K	Sell	3,480 -190	-5%	-$26.6K	0.1%	109
2024 Q1	$486K	Sell	3,670 -3,730	-50%	-$462K	0.09%	117
2023 Q4	$826K	Buy	7,400 +1,140	+18%	+$108K	0.18%	82
2023 Q3	$520K	Sell	6,260 -14,840	-70%	-$1.29M	0.13%	105
2023 Q2	$1.83M	Buy	+21,100	New	+$1.5M	0.41%	56
2021 Q3	–	Sell	-990	Closed	-$47K	–	186
2021 Q2	$47K	Buy	+990	New	+$45.9K	0.02%	263
2020 Q3	–	Sell	-440	Closed	-$13K	–	125
2020 Q2	$13K	Hold	440	–	–	0.01%	294
2020 Q1	$10K	Buy	+440	New	+$12.4K	0.01%	290

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

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

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

Red Door Wealth Management's AVGO Position: Q2 2026 in Review

Red Door Wealth Management increased its Broadcom (AVGO) stake by 5.2% in Q2 2026, buying an estimated $770K and bringing the position to 38,909 shares worth $14.7M. The position accounts for 1.34% of the portfolio, ranked #19.

Red Door Wealth Management first reported a position in AVGO in Q1 2020 and has held it in 16 quarters since. 2,186 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Red Door Wealth Management held 38,909 shares of Broadcom worth $14.7M as of Q2 2026.
Red Door Wealth Management bought 1,920 Broadcom shares in Q2 2026, an estimated $770K.
Broadcom made up 1.34% of Red Door Wealth Management's portfolio in Q2 2026, its #19 holding.
Red Door Wealth Management first reported a position in Broadcom in Q1 2020 and has held it in 16 quarters since.
2,186 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Red Door Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.