Summit Place Financial Advisors’s Broadcom AVGO Stock Holding History

Summit Place Financial Advisors’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	$1.41M	Sell	3,728 -2,457	-40%	-$985K	0.62%	58
2026 Q1	$1.91M	Sell	6,185 -392	-6%	-$129K	0.92%	40
2025 Q4	$2.28M	Sell	6,577 -315	-5%	-$113K	1.1%	36
2025 Q3	$2.27M	Sell	6,892 -2,346	-25%	-$720K	1.07%	36
2025 Q2	$2.55M	Buy	9,238 +716	+8%	+$155K	1.28%	34
2025 Q1	$1.43M	Sell	8,522 -585	-6%	-$124K	0.81%	45
2024 Q4	$2.11M	Sell	9,107 -695	-7%	-$129K	1.2%	36
2024 Q3	$1.69M	Buy	9,802 +122	+1%	+$19.6K	0.94%	44
2024 Q2	$1.55M	Sell	9,680 -350	-3%	-$49K	0.92%	44
2024 Q1	$1.33M	Hold	10,030	–	–	0.78%	50
2023 Q4	$1.12M	Buy	10,030 +30	+0.3%	+$2.84K	0.73%	52
2023 Q3	$831K	Hold	10,000	–	–	0.59%	56
2023 Q2	$867K	Hold	10,000	–	–	0.56%	58
2023 Q1	$642K	Hold	10,000	–	–	0.46%	61
2022 Q4	$559K	Hold	10,000	–	–	0.46%	64
2022 Q3	$444K	Hold	10,000	–	–	0.41%	67
2022 Q2	$486K	Hold	10,000	–	–	0.41%	73
2022 Q1	$630K	Hold	10,000	–	–	0.42%	75
2021 Q4	$665K	Hold	10,000	–	–	0.46%	66
2021 Q3	$485K	Buy	+10,000	New	+$486K	0.35%	73

Other funds holding AVGO

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Summit Place Financial Advisors's AVGO Position: Q2 2026 in Review

Summit Place Financial Advisors reduced its Broadcom (AVGO) stake by 40% in Q2 2026, selling an estimated $985K and leaving 3,728 shares worth $1.41M. The position accounts for 0.62% of the portfolio, ranked #58.

Summit Place Financial Advisors first reported a position in AVGO in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.55M in Q2 2025. 2,081 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Summit Place Financial Advisors held 3,728 shares of Broadcom worth $1.41M as of Q2 2026.
Summit Place Financial Advisors sold 2,457 Broadcom shares in Q2 2026, an estimated $985K.
Broadcom made up 0.62% of Summit Place Financial Advisors's portfolio in Q2 2026, its #58 holding.
Summit Place Financial Advisors first reported a position in Broadcom in Q3 2021 and has held it in 20 quarters since.
Summit Place Financial Advisors's Broadcom position peaked at $2.55M in Q2 2025.
2,081 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Summit Place Financial Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.