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Secured Retirement Advisors’s Broadcom AVGO Stock Holding History

Secured Retirement 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 		$2.09M Sell
5,522
-1,433
-21% -$575K 1.07% 23
2026
Q1 		$2.15M Sell
6,955
-1,607
-19% -$529K 1.22% 22
2025
Q4 		$2.96M Buy
8,562
+208
+2% +$74.4K 1.65% 10
2025
Q3 		$2.76M Buy
8,354
+816
+11% +$250K 1.54% 12
2025
Q2 		$2.08M Sell
7,538
-1,613
-18% -$350K 1.24% 21
2025
Q1 		$1.53M Buy
+9,151
New +$1.94M 0.99% 28

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

Secured Retirement Advisors's AVGO Position: Q2 2026 in Review

Secured Retirement Advisors reduced its Broadcom (AVGO) stake by 21% in Q2 2026, selling an estimated $575K and leaving 5,522 shares worth $2.09M. The position accounts for 1.07% of the portfolio, ranked #23.

Secured Retirement Advisors first reported a position in AVGO in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.96M in Q4 2025. 1,128 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Secured Retirement Advisors held 5,522 shares of Broadcom worth $2.09M as of Q2 2026.
  • Secured Retirement Advisors sold 1,433 Broadcom shares in Q2 2026, an estimated $575K.
  • Broadcom made up 1.07% of Secured Retirement Advisors's portfolio in Q2 2026, its #23 holding.
  • Secured Retirement Advisors first reported a position in Broadcom in Q1 2025 and has held it in 6 quarters since.
  • Secured Retirement Advisors's Broadcom position peaked at $2.96M in Q4 2025.
  • 1,128 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.