SteelPeak Wealth’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$61.5M Buy
162,837
+38,726
+31% +$15.5M 1.59% 16
2026
Q1
$38.4M Buy
124,111
+1,224
+1% +$403K 1.17% 15
2025
Q4
$42.5M Sell
122,887
-56,267
-31% -$20.1M 1.39% 15
2025
Q3
$59.1M Buy
179,154
+44,576
+33% +$13.7M 1.97% 9
2025
Q2
$37.1M Sell
134,578
-50,337
-27% -$10.9M 1.43% 13
2025
Q1
$31M Buy
184,915
+24,239
+15% +$5.13M 1.29% 17
2024
Q4
$37.3M Sell
160,676
-26,154
-14% -$4.84M 1.51% 15
2024
Q3
$32.2M Sell
186,830
-2,900
-2% -$465K 1.4% 17
2024
Q2
$30.5M Sell
189,730
-8,930
-4% -$1.25M 1.41% 13
2024
Q1
$26.3M Buy
198,660
+31,850
+19% +$3.95M 1.33% 15
2023
Q4
$18.6M Sell
166,810
-66,880
-29% -$6.33M 1.08% 21
2023
Q3
$19.4M Buy
233,690
+3,360
+1% +$291K 1.22% 15
2023
Q2
$20M Sell
230,330
-68,650
-23% -$4.9M 1.18% 19
2023
Q1
$19.2M Buy
298,980
+6,390
+2% +$384K 1.3% 16
2022
Q4
$16.4M Buy
292,590
+104,940
+56% +$5.26M 1.2% 18
2022
Q3
$8.33M Sell
187,650
-105,140
-36% -$5.37M 0.62% 47
2022
Q2
$14.2M Sell
292,790
-93,920
-24% -$5.27M 1.02% 21
2022
Q1
$24.4M Buy
386,710
+67,360
+21% +$4M 1.38% 17
2021
Q4
$21.3M Buy
319,350
+116,870
+58% +$6.57M 1.2% 18
2021
Q3
$9.82M Sell
202,480
-94,610
-32% -$4.6M 0.65% 40
2021
Q2
$14.2M Buy
297,090
+6,220
+2% +$288K 0.99% 22
2021
Q1
$13.5M Buy
290,870
+53,550
+23% +$2.48M 1.06% 23
2020
Q4
$10.4M Sell
237,320
-2,430
-1% -$94.7K 0.94% 23
2020
Q3
$8.73M Buy
239,750
+98,280
+69% +$3.29M 0.94% 24
2020
Q2
$4.46M Sell
141,470
-40,480
-22% -$1.13M 0.56% 50
2020
Q1
$4.31M Buy
181,950
+68,650
+61% +$1.93M 0.68% 42
2019
Q4
$3.58M Buy
+113,300
New +$3.44M 0.49% 55

Other funds holding AVGO

SteelPeak Wealth's AVGO Position: Q2 2026 in Review

SteelPeak Wealth increased its Broadcom (AVGO) stake by 31% in Q2 2026, buying an estimated $15.5M and bringing the position to 162,837 shares worth $61.5M. The position accounts for 1.59% of the portfolio, ranked #16.

SteelPeak Wealth first reported a position in AVGO in Q4 2019 and has held it in 27 quarters since. 853 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • SteelPeak Wealth held 162,837 shares of Broadcom worth $61.5M as of Q2 2026.
  • SteelPeak Wealth bought 38,726 Broadcom shares in Q2 2026, an estimated $15.5M.
  • Broadcom made up 1.59% of SteelPeak Wealth's portfolio in Q2 2026, its #16 holding.
  • SteelPeak Wealth first reported a position in Broadcom in Q4 2019 and has held it in 27 quarters since.
  • 853 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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