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
2024
Q3
Hold
0
-$161K 523
2024
Q2
Hold
0
477
2023
Q2
Hold
0
-$64.2K 451
2023
Q1
Hold
0
374
2022
Q4
Hold
0
379

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.