SWA
AVGO icon

Sax Wealth Advisors’s Broadcom AVGO Stock Holding History

Sax 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 		$3.83M Buy
12,365
+3,045
+33% +$1.22M 0.16% 102
2026
Q1 		$3.23M Sell
9,320
-1,380
-13% -$454K 0.16% 92
2025
Q4 		$3.7M Buy
10,700
+1,223
+13% +$437K 0.17% 87
2025
Q3 		$3.13M Buy
9,477
+752
+9% +$231K 0.17% 86
2025
Q2 		$2.41M Buy
8,725
+772
+10% +$168K 0.15% 89
2025
Q1 		$1.33M Buy
7,953
+2,365
+42% +$501K 0.1% 117
2024
Q4 		$1.3M Buy
5,588
+318
+6% +$58.8K 0.1% 99
2024
Q3 		$909K Buy
5,270
+1,240
+31% +$199K 0.08% 101
2024
Q2 		$646K Buy
4,030
+1,340
+50% +$188K 0.06% 121
2024
Q1 		$357K Hold
2,690
– – 0.04% 137
2023
Q4 		$300K Buy
2,690
+30
+1% +$2.84K 0.05% 146
2023
Q3 		$221K Buy
+2,660
New +$231K 0.04% 165

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

Sax Wealth Advisors's AVGO Position: Q2 2026 in Review

Sax Wealth Advisors increased its Broadcom (AVGO) stake by 33% in Q2 2026, buying an estimated $1.22M and bringing the position to 12,365 shares worth $3.83M. The position accounts for 0.16% of the portfolio, ranked #102.

Sax Wealth Advisors first reported a position in AVGO in Q3 2023 and has held it in 12 quarters since. 1,129 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Sax Wealth Advisors held 12,365 shares of Broadcom worth $3.83M as of Q2 2026.
  • Sax Wealth Advisors bought 3,045 Broadcom shares in Q2 2026, an estimated $1.22M.
  • Broadcom made up 0.16% of Sax Wealth Advisors's portfolio in Q2 2026, its #102 holding.
  • Sax Wealth Advisors first reported a position in Broadcom in Q3 2023 and has held it in 12 quarters since.
  • 1,129 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.