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SlateStone Wealth’s Broadcom AVGO Stock Holding History

SlateStone Wealth’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 		$6.22M Sell
16,478
-24
-0.1% -$9.62K 0.48% 62
2026
Q1 		$5.11M Buy
16,502
+150
+0.9% +$49.4K 0.42% 65
2025
Q4 		$5.66M Buy
16,352
+1,310
+9% +$468K 0.47% 59
2025
Q3 		$4.96M Buy
15,042
+1,214
+9% +$372K 0.43% 67
2025
Q2 		$3.81M Buy
13,828
+278
+2% +$60.4K 0.36% 74
2025
Q1 		$2.27M Sell
13,550
-282
-2% -$59.7K 0.23% 93
2024
Q4 		$3.21M Buy
13,832
+47
+0.3% +$8.69K 0.31% 82
2024
Q3 		$2.38M Buy
13,785
+5
+0% +$802 0.21% 94
2024
Q2 		$2.21M Buy
13,780
+800
+6% +$112K 0.24% 87
2024
Q1 		$1.72M Sell
12,980
-60
-0.5% -$7.43K 0.17% 108
2023
Q4 		$1.46M Buy
13,040
+600
+5% +$56.8K 0.19% 100
2023
Q3 		$1.03M Sell
12,440
-230
-2% -$19.9K 0.15% 113
2023
Q2 		$1.1M Sell
12,670
-500
-4% -$35.7K 0.21% 89
2023
Q1 		$845K Buy
13,170
+3,440
+35% +$207K 0.18% 101
2022
Q4 		$544K Sell
9,730
-340
-3% -$17K 0.13% 110
2022
Q3 		$447K Buy
10,070
+50
+0.5% +$2.55K 0.12% 118
2022
Q2 		$487K Buy
10,020
+1,050
+12% +$58.9K 0.12% 110
2022
Q1 		$565K Sell
8,970
-11,330
-56% -$673K 0.13% 109
2021
Q4 		$1.35M Buy
20,300
+770
+4% +$43.3K 0.29% 72
2021
Q3 		$947K Buy
19,530
+1,680
+9% +$81.7K 0.22% 90
2021
Q2 		$851K Sell
17,850
-110
-0.6% -$5.1K 0.19% 93
2021
Q1 		$833K Buy
17,960
+590
+3% +$27.3K 0.21% 91
2020
Q4 		$761K Sell
17,370
-41,800
-71% -$1.63M 0.19% 95
2020
Q3 		$2.16M Buy
59,170
+4,270
+8% +$143K 0.47% 57
2020
Q2 		$1.73M Buy
+54,900
New +$1.54M 0.39% 69
2019
Q4 		– Sell
-7,460
Closed -$206K – 212
2019
Q3 		$206K Sell
7,460
-1,590
-18% -$45.2K 0.06% 164
2019
Q2 		$261K Sell
9,050
-1,990
-18% -$58K 0.07% 152
2019
Q1 		$332K Buy
+11,040
New +$299K 0.1% 125

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
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
Ninety One (UK)
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SlateStone Wealth's AVGO Position: Q2 2026 in Review

SlateStone Wealth reduced its Broadcom (AVGO) stake by 0.15% in Q2 2026, selling an estimated $9.62K and leaving 16,478 shares worth $6.22M. The position accounts for 0.48% of the portfolio, ranked #62.

SlateStone Wealth first reported a position in AVGO in Q1 2019 and has held it in 28 quarters since. 2,081 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • SlateStone Wealth held 16,478 shares of Broadcom worth $6.22M as of Q2 2026.
  • SlateStone Wealth sold 24 Broadcom shares in Q2 2026, an estimated $9.62K.
  • Broadcom made up 0.48% of SlateStone Wealth's portfolio in Q2 2026, its #62 holding.
  • SlateStone Wealth first reported a position in Broadcom in Q1 2019 and has held it in 28 quarters since.
  • 2,081 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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