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Rodgers & Associates’s Broadcom AVGO Stock Holding History

Rodgers & Associates’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 		$208K Buy
+551
New +$221K 0.02% 106
2026
Q1 		– Sell
-596
Closed -$206K – 103
2025
Q4 		$206K Buy
+596
New +$213K 0.02% 105

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

Rodgers & Associates's AVGO Position: Q2 2026 in Review

Rodgers & Associates opened a new position in Broadcom (AVGO) in Q2 2026: 551 shares worth $208K. The stake represents 0.02% of the portfolio and ranks #106 among its holdings. This is a return to the name: Rodgers & Associates previously reported a position in AVGO as recently as Q4 2025.

Rodgers & Associates first reported a position in AVGO in Q4 2025 and has held it in 2 quarters since. 2,338 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Rodgers & Associates held 551 shares of Broadcom worth $208K as of Q2 2026.
  • Broadcom was a new Rodgers & Associates position in Q2 2026.
  • Broadcom made up 0.02% of Rodgers & Associates's portfolio in Q2 2026, its #106 holding.
  • Rodgers & Associates first reported a position in Broadcom in Q4 2025 and has held it in 2 quarters since.
  • 2,338 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Rodgers & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.