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Summit Wealth Partners’s Broadcom AVGO Stock Holding History

Summit Wealth Partners’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 		$2.64M Sell
6,985
-22
-0.3% -$8.82K 0.38% 62
2026
Q1 		$2.17M Buy
7,007
+2,422
+53% +$797K 0.34% 64
2025
Q4 		$1.59M Sell
4,585
-1,888
-29% -$675K 0.29% 60
2025
Q3 		$2.14M Hold
6,473
– – 0.39% 51
2025
Q2 		$1.78M Hold
6,473
– – 0.34% 54
2025
Q1 		$1.08M Sell
6,473
-630
-9% -$133K 0.22% 77
2024
Q4 		$1.65M Buy
7,103
+1,333
+23% +$247K 0.34% 61
2024
Q3 		$995K Buy
5,770
+780
+16% +$125K 0.19% 89
2024
Q2 		$801K Buy
4,990
+2,500
+100% +$350K 0.17% 96
2024
Q1 		$330K Hold
2,490
– – 0.07% 166
2023
Q4 		$278K Buy
+2,490
New +$236K 0.06% 173

Other funds holding AVGO

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Summit Wealth Partners's AVGO Position: Q2 2026 in Review

Summit Wealth Partners reduced its Broadcom (AVGO) stake by 0.31% in Q2 2026, selling an estimated $8.82K and leaving 6,985 shares worth $2.64M. The position accounts for 0.38% of the portfolio, ranked #62.

Summit Wealth Partners first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 2,599 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Summit Wealth Partners held 6,985 shares of Broadcom worth $2.64M as of Q2 2026.
  • Summit Wealth Partners sold 22 Broadcom shares in Q2 2026, an estimated $8.82K.
  • Broadcom made up 0.38% of Summit Wealth Partners's portfolio in Q2 2026, its #62 holding.
  • Summit Wealth Partners first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • 2,599 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.