SWM
AVGO icon

Spire Wealth Management’s Broadcom AVGO Stock Holding History

Spire 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 		$37.1M Sell
98,265
-9,944
-9% -$3.99M 1.12% 10
2026
Q1 		$33.5M Sell
108,209
-1,528
-1% -$503K 1.14% 11
2025
Q4 		$38M Buy
109,737
+9,076
+9% +$3.25M 1.27% 9
2025
Q3 		$33.2M Buy
100,661
+32,466
+48% +$9.96M 1.13% 11
2025
Q2 		$18.8M Sell
68,195
-2,922
-4% -$635K 0.67% 34
2025
Q1 		$11.9M Sell
71,117
-685
-1% -$145K 0.38% 53
2024
Q4 		$16.6M Buy
71,802
+10,649
+17% +$1.97M 0.52% 39
2024
Q3 		$10.5M Buy
61,153
+8,573
+16% +$1.37M 0.36% 59
2024
Q2 		$8.44M Buy
52,580
+1,670
+3% +$234K 0.3% 76
2024
Q1 		$6.75M Sell
50,910
-870
-2% -$108K 0.12% 122
2023
Q4 		$6.27M Buy
51,780
+880
+2% +$83.3K 0.21% 101
2023
Q3 		$4.23M Sell
50,900
-370
-0.7% -$32.1K 0.16% 136
2023
Q2 		$4.45M Sell
51,270
-6,480
-11% -$462K 0.16% 120
2023
Q1 		$3.71M Buy
57,750
+20,540
+55% +$1.24M 0.14% 137
2022
Q4 		$2.08M Sell
37,210
-12,550
-25% -$629K 0.12% 153
2022
Q3 		$2.21M Sell
49,760
-156,140
-76% -$7.98M 0.13% 129
2022
Q2 		$10M Buy
205,900
+90,660
+79% +$5.09M 0.41% 60
2022
Q1 		$7.31M Sell
115,240
-1,560
-1% -$92.7K 0.2% 124
2021
Q4 		$7.77M Buy
116,800
+8,550
+8% +$481K 0.17% 138
2021
Q3 		$5.25M Buy
108,250
+1,820
+2% +$88.5K 0.14% 159
2021
Q2 		$5.07M Sell
106,430
-9,070
-8% -$420K 0.14% 162
2021
Q1 		$5.07M Buy
+115,500
New +$5.34M 0.13% 159

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
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
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
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

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

Spire Wealth Management reduced its Broadcom (AVGO) stake by 9.2% in Q2 2026, selling an estimated $3.99M and leaving 98,265 shares worth $37.1M. The position accounts for 1.12% of the portfolio, ranked #10.

Spire Wealth Management first reported a position in AVGO in Q1 2021 and has held it in 22 quarters since. The position peaked at $38M in Q4 2025. 1,543 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Spire Wealth Management held 98,265 shares of Broadcom worth $37.1M as of Q2 2026.
  • Spire Wealth Management sold 9,944 Broadcom shares in Q2 2026, an estimated $3.99M.
  • Broadcom made up 1.12% of Spire Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Spire Wealth Management first reported a position in Broadcom in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Broadcom position peaked at $38M in Q4 2025.
  • 1,543 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.