TWM
AVGO icon

Thrive Wealth Management’s Broadcom AVGO Stock Holding History

Thrive Wealth Management’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 		$2.48M Buy
6,564
+198
+3% +$79.4K 0.32% 38
2026
Q1 		$1.97M Buy
6,366
+312
+5% +$103K 0.29% 43
2025
Q4 		$2.1M Buy
6,054
+500
+9% +$179K 0.31% 38
2025
Q3 		$1.83M Buy
5,554
+17
+0.3% +$5.21K 0.28% 43
2025
Q2 		$1.53M Sell
5,537
-190
-3% -$41.3K 0.25% 49
2025
Q1 		$959K Sell
5,727
-322
-5% -$68.2K 0.18% 70
2024
Q4 		$1.4M Sell
6,049
-450
-7% -$83.2K 0.25% 46
2024
Q3 		$1.12M Buy
6,499
+979
+18% +$157K 0.21% 62
2024
Q2 		$886K Sell
5,520
-760
-12% -$107K 0.17% 71
2024
Q1 		$833K Buy
6,280
+1,150
+22% +$142K 0.17% 76
2023
Q4 		$573K Sell
5,130
-400
-7% -$37.9K 0.13% 98
2023
Q3 		$459K Buy
5,530
+90
+2% +$7.8K 0.12% 99
2023
Q2 		$472K Buy
5,440
+60
+1% +$4.28K 0.12% 102
2023
Q1 		$345K Buy
5,380
+690
+15% +$41.5K 0.09% 126
2022
Q4 		$262K Buy
+4,690
New +$235K 0.08% 138
2022
Q2 		– Sell
-3,280
Closed -$207K – 150
2022
Q1 		$207K Buy
+3,280
New +$195K 0.06% 150

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Thrive Wealth Management's AVGO Position: Q2 2026 in Review

Thrive Wealth Management increased its Broadcom (AVGO) stake by 3.1% in Q2 2026, buying an estimated $79.4K and bringing the position to 6,564 shares worth $2.48M. The position accounts for 0.32% of the portfolio, ranked #38.

Thrive Wealth Management first reported a position in AVGO in Q1 2022 and has held it in 16 quarters since. 853 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Thrive Wealth Management held 6,564 shares of Broadcom worth $2.48M as of Q2 2026.
  • Thrive Wealth Management bought 198 Broadcom shares in Q2 2026, an estimated $79.4K.
  • Broadcom made up 0.32% of Thrive Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Thrive Wealth Management first reported a position in Broadcom in Q1 2022 and has held it in 16 quarters since.
  • 853 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.