Signature Estate & Investment Advisors’s Broadcom AVGO Stock Holding History

Signature Estate & Investment 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	$106M	Buy	279,914 +56,825	+25%	+$22.8M	1.9%	13
2026 Q1	$69M	Sell	223,089 -17,351	-7%	-$5.71M	1.4%	19
2025 Q4	$83.2M	Sell	240,440 -3,494	-1%	-$1.25M	1.68%	14
2025 Q3	$80.5M	Sell	243,934 -9,894	-4%	-$3.04M	1.72%	15
2025 Q2	$70M	Buy	253,828 +9,178	+4%	+$1.99M	1.61%	17
2025 Q1	$41M	Sell	244,650 -138,028	-36%	-$29.2M	1.08%	22
2024 Q4	$88.7M	Buy	382,678 +9,076	+2%	+$1.68M	2.22%	8
2024 Q3	$64.4M	Sell	373,602 -7,518	-2%	-$1.21M	1.49%	17
2024 Q2	$61.2M	Sell	381,120 -54,230	-12%	-$7.6M	1.53%	13
2024 Q1	$57.7M	Sell	435,350 -81,060	-16%	-$10M	1.63%	14
2023 Q4	$57.6M	Sell	516,410 -22,160	-4%	-$2.1M	1.7%	13
2023 Q3	$44.7M	Buy	538,570 +4,410	+0.8%	+$382K	1.51%	21
2023 Q2	$46.3M	Sell	534,160 -149,110	-22%	-$10.6M	1.54%	18
2023 Q1	$43.8M	Sell	683,270 -98,960	-13%	-$5.95M	1.54%	16
2022 Q4	$43.7M	Buy	782,230 +36,750	+5%	+$1.84M	1.57%	14
2022 Q3	$33.1M	Buy	745,480 +19,300	+3%	+$986K	1.56%	25
2022 Q2	$35.3M	Buy	726,180 +5,850	+0.8%	+$328K	1.78%	23
2022 Q1	$45.4M	Buy	720,330 +30,450	+4%	+$1.81M	2.08%	11
2021 Q4	$45.9M	Sell	689,880 -151,100	-18%	-$8.49M	2.06%	13
2021 Q3	$40.8M	Buy	840,980 +14,140	+2%	+$688K	2%	12
2021 Q2	$39.4M	Buy	826,840 +44,160	+6%	+$2.05M	1.77%	15
2021 Q1	$36.3M	Sell	782,680 -29,580	-4%	-$1.37M	1.77%	16
2020 Q4	$35.6M	Sell	812,260 -42,690	-5%	-$1.66M	1.92%	12
2020 Q3	$31.1M	Sell	854,950 -60,810	-7%	-$2.04M	1.93%	14
2020 Q2	$28.9M	Sell	915,760 -22,260	-2%	-$623K	2.05%	15
2020 Q1	$22.2M	Buy	938,020 +23,440	+3%	+$660K	1.77%	22
2019 Q4	$28.9M	Buy	914,580 +26,210	+3%	+$796K	1.77%	16
2019 Q3	$24.5M	Buy	+888,370	New	+$25.3M	1.63%	25
2018 Q3	–	Sell	-6,000	Closed	-$146K	–	153
2018 Q2	$146K	Sell	6,000 -11,690	-66%	-$287K	0.01%	140
2018 Q1	$417K	Sell	17,690 -711,540	-98%	-$17.9M	0.04%	114
2017 Q4	$18.7M	Buy	729,230 +12,990	+2%	+$338K	1.91%	19
2017 Q3	$17.4M	Sell	716,240 -18,350	-2%	-$454K	1.94%	19
2017 Q2	$17.1M	Sell	734,590 -7,230	-1%	-$168K	2.03%	16
2017 Q1	$16.2M	Sell	741,820 -112,450	-13%	-$2.32M	2.03%	14
2016 Q4	$15.1M	Sell	854,270 -2,780	-0.3%	-$48.2K	2.1%	14
2016 Q3	$14.8M	Sell	857,050 -4,640	-0.5%	-$77.6K	2.16%	12
2016 Q2	$13.4M	Sell	861,690 -163,570	-16%	-$2.49M	2.14%	15
2016 Q1	$15.8M	Buy	1,025,260 +18,560	+2%	+$251K	2.6%	9
2015 Q4	$14.6M	Buy	1,006,700 +44,600	+5%	+$580K	2.52%	9
2015 Q3	$12M	Buy	962,100 +510	+0.1%	+$6.44K	2.51%	10
2015 Q2	$12.8M	Buy	961,590 +51,940	+6%	+$681K	2.86%	7
2015 Q1	$11.6M	Buy	909,650 +61,220	+7%	+$702K	3.05%	6
2014 Q4	$8.53M	Sell	848,430 -118,870	-12%	-$1.06M	2.84%	12
2014 Q3	$8.42M	Buy	967,300 +60,520	+7%	+$473K	3.01%	7
2014 Q2	$6.54M	Buy	906,780 +101,630	+13%	+$682K	2.3%	14
2014 Q1	$5.19M	Buy	805,150 +160,920	+25%	+$943K	2.03%	23
2013 Q4	$3.41M	Buy	+644,230	New	+$2.96M	1.69%	26

Other funds holding AVGO

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Signature Estate & Investment Advisors's AVGO Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its Broadcom (AVGO) stake by 25% in Q2 2026, buying an estimated $22.8M and bringing the position to 279,914 shares worth $106M. The position accounts for 1.9% of the portfolio, ranked #13.

Signature Estate & Investment Advisors first reported a position in AVGO in Q4 2013 and has held it in 47 quarters since. 2,967 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Signature Estate & Investment Advisors held 279,914 shares of Broadcom worth $106M as of Q2 2026.
Signature Estate & Investment Advisors bought 56,825 Broadcom shares in Q2 2026, an estimated $22.8M.
Broadcom made up 1.9% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #13 holding.
Signature Estate & Investment Advisors first reported a position in Broadcom in Q4 2013 and has held it in 47 quarters since.
2,967 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.