Smallwood Wealth Investment Management’s Broadcom AVGO Stock Holding History

Smallwood Wealth Investment 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	$625K	Sell	1,655 -286	-15%	-$115K	0.27%	40
2026 Q1	$601K	Buy	1,941 +5	+0.3%	+$1.65K	0.32%	37
2025 Q4	$670K	Buy	1,936 +11	+0.6%	+$3.93K	0.35%	34
2025 Q3	$635K	Buy	1,925 +10	+0.5%	+$3.07K	0.32%	42
2025 Q2	$528K	Buy	1,915 +10	+0.5%	+$2.17K	0.3%	42
2025 Q1	$319K	Hold	1,905	–	–	0.2%	59
2024 Q4	$442K	Buy	1,905 +15	+0.8%	+$2.77K	0.3%	46
2024 Q3	$326K	Hold	1,890	–	–	0.23%	56
2024 Q2	$303K	Hold	1,890	–	–	0.23%	58
2024 Q1	$251K	Buy	+1,890	New	+$234K	0.19%	59

Other funds holding AVGO

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Smallwood Wealth Investment Management's AVGO Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its Broadcom (AVGO) stake by 15% in Q2 2026, selling an estimated $115K and leaving 1,655 shares worth $625K. The position accounts for 0.27% of the portfolio, ranked #40.

Smallwood Wealth Investment Management first reported a position in AVGO in Q1 2024 and has held it in 10 quarters since. The position peaked at $670K in Q4 2025. 1,865 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Smallwood Wealth Investment Management held 1,655 shares of Broadcom worth $625K as of Q2 2026.
Smallwood Wealth Investment Management sold 286 Broadcom shares in Q2 2026, an estimated $115K.
Broadcom made up 0.27% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #40 holding.
Smallwood Wealth Investment Management first reported a position in Broadcom in Q1 2024 and has held it in 10 quarters since.
Smallwood Wealth Investment Management's Broadcom position peaked at $670K in Q4 2025.
1,865 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.