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Regent Peak Wealth Advisors’s Broadcom AVGO Stock Holding History

Regent Peak 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 		$6.11M Buy
16,174
+78
+0.5% +$31.3K 1.13% 20
2026
Q1 		$4.98M Buy
16,096
+788
+5% +$259K 1.02% 22
2025
Q4 		$5.3M Buy
15,308
+203
+1% +$72.6K 1.04% 21
2025
Q3 		$4.98M Buy
+15,105
New +$4.63M 1% 20
2025
Q1 		$2.17M Sell
12,942
-367
-3% -$77.7K 0.51% 28
2024
Q4 		$3.09M Buy
13,309
+386
+3% +$71.4K 0.69% 23
2024
Q3 		$2.23M Sell
12,923
-137
-1% -$22K 0.51% 45
2024
Q2 		$2.1M Buy
13,060
+500
+4% +$70.1K 0.48% 48
2024
Q1 		$1.66M Buy
12,560
+120
+1% +$14.9K 0.42% 50
2023
Q4 		$1.39M Buy
12,440
+40
+0.3% +$3.79K 0.38% 50
2023
Q3 		$1.03M Buy
12,400
+230
+2% +$19.9K 0.31% 56
2023
Q2 		$1.06M Hold
12,170
– – 0.31% 54
2023
Q1 		$781K Sell
12,170
-190
-2% -$11.4K 0.24% 61
2022
Q4 		$691K Sell
12,360
-120
-1% -$6.02K 0.23% 69
2022
Q3 		$554K Sell
12,480
-170
-1% -$8.69K 0.2% 76
2022
Q2 		$614K Buy
12,650
+370
+3% +$20.8K 0.2% 68
2022
Q1 		$773K Buy
12,280
+20
+0.2% +$1.19K 0.22% 61
2021
Q4 		$816K Sell
12,260
-210
-2% -$11.8K 0.22% 64
2021
Q3 		$605K Buy
12,470
+160
+1% +$7.78K 0.17% 82
2021
Q2 		$598K Sell
12,310
-780
-6% -$36.1K 0.17% 83
2021
Q1 		$606K Buy
13,090
+620
+5% +$28.7K 0.2% 78
2020
Q4 		$546K Buy
12,470
+1,500
+14% +$58.5K 0.18% 78
2020
Q3 		$400K Buy
10,970
+740
+7% +$24.8K 0.17% 85
2020
Q2 		$323K Buy
+10,230
New +$286K 0.15% 86
2020
Q1 		– Sell
-8,180
Closed -$258K – 112
2019
Q4 		$258K Buy
+8,180
New +$248K 0.12% 107

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
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
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Regent Peak Wealth Advisors's AVGO Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its Broadcom (AVGO) stake by 0.48% in Q2 2026, buying an estimated $31.3K and bringing the position to 16,174 shares worth $6.11M. The position accounts for 1.13% of the portfolio, ranked #20.

Regent Peak Wealth Advisors first reported a position in AVGO in Q4 2019 and has held it in 25 quarters since. 853 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Regent Peak Wealth Advisors held 16,174 shares of Broadcom worth $6.11M as of Q2 2026.
  • Regent Peak Wealth Advisors bought 78 Broadcom shares in Q2 2026, an estimated $31.3K.
  • Broadcom made up 1.13% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #20 holding.
  • Regent Peak Wealth Advisors first reported a position in Broadcom in Q4 2019 and has held it in 25 quarters since.
  • 853 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.