Selective Wealth Management’s Broadcom AVGO Stock Holding History

Selective 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
2026 Q2	$888K	Buy	2,394 +598	+33%	+$240K	0.23%	48
2026 Q1	$728K	Buy	1,796 +51	+3%	+$16.8K	0.22%	55
2025 Q4	$599K	Buy	+1,745	New	+$624K	0.19%	57
2020 Q3	–	Sell	-570	Closed	-$18K	–	316
2020 Q2	$18K	Hold	570	–	–	0.01%	185
2020 Q1	$14K	Hold	570	–	–	0.02%	125
2019 Q4	$18K	Hold	570	–	–	0.02%	128
2019 Q3	$16K	Buy	+570	New	+$16.2K	0.02%	135

Other funds holding AVGO

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Selective Wealth Management's AVGO Position: Q2 2026 in Review

Selective Wealth Management increased its Broadcom (AVGO) stake by 33% in Q2 2026, buying an estimated $240K and bringing the position to 2,394 shares worth $888K. The position accounts for 0.23% of the portfolio, ranked #48.

Selective Wealth Management first reported a position in AVGO in Q3 2019 and has held it in 7 quarters since. 2,248 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Selective Wealth Management held 2,394 shares of Broadcom worth $888K as of Q2 2026.
Selective Wealth Management bought 598 Broadcom shares in Q2 2026, an estimated $240K.
Broadcom made up 0.23% of Selective Wealth Management's portfolio in Q2 2026, its #48 holding.
Selective Wealth Management first reported a position in Broadcom in Q3 2019 and has held it in 7 quarters since.
2,248 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.