Summit Wealth Group (Colorado)’s Broadcom AVGO Stock Holding History

Summit Wealth Group (Colorado)’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	$1.92M	Buy	5,071 +1,348	+36%	+$540K	0.16%	83
2026 Q1	$1.15M	Buy	3,723 +1,580	+74%	+$520K	0.12%	99
2025 Q4	$742K	Buy	+2,143	New	+$766K	0.1%	116
2025 Q3	–	Sell	-1,422	Closed	-$392K	–	274
2025 Q2	$392K	Buy	+1,422	New	+$309K	0.1%	150

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 Wealth Group (Colorado)'s AVGO Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Broadcom (AVGO) stake by 36% in Q2 2026, buying an estimated $540K and bringing the position to 5,071 shares worth $1.92M. The position accounts for 0.16% of the portfolio, ranked #83.

Summit Wealth Group (Colorado) first reported a position in AVGO in Q2 2025 and has held it in 4 quarters since. 2,081 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Summit Wealth Group (Colorado) held 5,071 shares of Broadcom worth $1.92M as of Q2 2026.
Summit Wealth Group (Colorado) bought 1,348 Broadcom shares in Q2 2026, an estimated $540K.
Broadcom made up 0.16% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #83 holding.
Summit Wealth Group (Colorado) first reported a position in Broadcom in Q2 2025 and has held it in 4 quarters since.
2,081 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.