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Robertson Stephens Wealth Management’s Broadcom AVGO Stock Holding History

Robertson Stephens 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 		$7.72M Sell
20,432
-21,737
-52% -$8.72M 0.19% 97
2026
Q1 		$13.1M Buy
42,169
+7,005
+20% +$2.31M 0.37% 53
2025
Q4 		$12.2M Buy
35,164
+6,553
+23% +$2.34M 0.32% 62
2025
Q3 		$9.44M Sell
28,611
-1,238
-4% -$380K 0.29% 65
2025
Q2 		$8.23M Buy
29,849
+4,965
+20% +$1.08M 0.26% 73
2025
Q1 		$4.17M Sell
24,884
-388
-2% -$82.1K 0.14% 120
2024
Q4 		$5.86M Sell
25,272
-4,369
-15% -$808K 0.21% 98
2024
Q3 		$5.11M Sell
29,641
-909
-3% -$146K 0.19% 108
2024
Q2 		$4.91M Buy
30,550
+1,240
+4% +$174K 0.25% 76
2024
Q1 		$3.88M Buy
29,310
+11,290
+63% +$1.4M 0.21% 91
2023
Q4 		$2.01M Buy
18,020
+3,260
+22% +$309K 0.12% 138
2023
Q3 		$1.23M Buy
14,760
+4,320
+41% +$374K 0.08% 188
2023
Q2 		$906K Buy
10,440
+3,930
+60% +$280K 0.06% 202
2023
Q1 		$418K Buy
6,510
+1,810
+39% +$109K 0.03% 315
2022
Q4 		$263K Hold
4,700
– – 0.03% 353
2022
Q3 		$208K Sell
4,700
-4,340
-48% -$222K 0.02% 339
2022
Q2 		$439K Sell
9,040
-4,850
-35% -$272K 0.04% 252
2022
Q1 		$874K Sell
13,890
-5,280
-28% -$314K 0.07% 193
2021
Q4 		$1.27M Buy
+19,170
New +$1.08M 0.11% 155

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Robertson Stephens Wealth Management's AVGO Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Broadcom (AVGO) stake by 52% in Q2 2026, selling an estimated $8.72M and leaving 20,432 shares worth $7.72M. The position accounts for 0.19% of the portfolio, ranked #97.

Robertson Stephens Wealth Management first reported a position in AVGO in Q4 2021 and has held it in 19 quarters since. The position peaked at $13.1M in Q1 2026. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Robertson Stephens Wealth Management held 20,432 shares of Broadcom worth $7.72M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 21,737 Broadcom shares in Q2 2026, an estimated $8.72M.
  • Broadcom made up 0.19% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #97 holding.
  • Robertson Stephens Wealth Management first reported a position in Broadcom in Q4 2021 and has held it in 19 quarters since.
  • Robertson Stephens Wealth Management's Broadcom position peaked at $13.1M in Q1 2026.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.