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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
2025
Q3 		– Sell
-100
Closed -$27.6K – 534
2025
Q2 		$27.6K Buy
+100
New +$21.7K ﹤0.01% 548

Other funds holding AVGO

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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. 2,466 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.
  • 2,466 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.