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Rockport Wealth’s Broadcom AVGO Stock Holding History

Rockport Wealth’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 		$12M Sell
31,706
-2,915
-8% -$1.17M 2.01% 16
2026
Q1 		$10.7M Buy
34,621
+30,379
+716% +$10M 1.95% 16
2025
Q4 		$1.47M Sell
4,242
-1,013
-19% -$362K 0.29% 41
2025
Q3 		$1.73M Buy
5,255
+1,238
+31% +$380K 0.35% 41
2025
Q2 		$1.11M Buy
+4,017
New +$872K 0.26% 38
2025
Q1 		– Sell
-4,212
Closed -$977K – 44
2024
Q4 		$977K Buy
4,212
+42
+1% +$7.77K 0.43% 28
2024
Q3 		$719K Hold
4,170
– – 0.19% 36
2024
Q2 		$670K Hold
4,170
– – 0.28% 37
2024
Q1 		$553K Buy
+4,170
New +$517K 0.37% 37

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Rockport Wealth's AVGO Position: Q2 2026 in Review

Rockport Wealth reduced its Broadcom (AVGO) stake by 8.4% in Q2 2026, selling an estimated $1.17M and leaving 31,706 shares worth $12M. The position accounts for 2.01% of the portfolio, ranked #16.

Rockport Wealth first reported a position in AVGO in Q1 2024 and has held it in 9 quarters since. 2,351 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Rockport Wealth held 31,706 shares of Broadcom worth $12M as of Q2 2026.
  • Rockport Wealth sold 2,915 Broadcom shares in Q2 2026, an estimated $1.17M.
  • Broadcom made up 2.01% of Rockport Wealth's portfolio in Q2 2026, its #16 holding.
  • Rockport Wealth first reported a position in Broadcom in Q1 2024 and has held it in 9 quarters since.
  • 2,351 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Rockport Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.