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Towerpoint Wealth’s Broadcom AVGO Stock Holding History

Towerpoint Wealth’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 		$513K Buy
1,357
+56
+4% +$22.5K 0.18% 71
2026
Q1 		$403K Sell
1,301
-9
-0.7% -$2.96K 0.16% 66
2025
Q4 		$453K Sell
1,310
-58
-4% -$20.7K 0.18% 62
2025
Q3 		$451K Sell
1,368
-19
-1% -$5.83K 0.18% 61
2025
Q2 		$382K Buy
1,387
+81
+6% +$17.6K 0.17% 65
2025
Q1 		$219K Sell
1,306
-14
-1% -$2.96K 0.11% 79
2024
Q4 		$306K Buy
1,320
+1
+0.1% +$185 0.15% 62
2024
Q3 		$228K Sell
1,319
-201
-13% -$32.2K 0.11% 77
2024
Q2 		$244K Buy
+1,520
New +$213K 0.12% 72

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Ninety One (UK)
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Towerpoint Wealth's AVGO Position: Q2 2026 in Review

Towerpoint Wealth increased its Broadcom (AVGO) stake by 4.3% in Q2 2026, buying an estimated $22.5K and bringing the position to 1,357 shares worth $513K. The position accounts for 0.18% of the portfolio, ranked #71.

Towerpoint Wealth first reported a position in AVGO in Q2 2024 and has held it in 9 quarters since. 1,913 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Towerpoint Wealth held 1,357 shares of Broadcom worth $513K as of Q2 2026.
  • Towerpoint Wealth bought 56 Broadcom shares in Q2 2026, an estimated $22.5K.
  • Broadcom made up 0.18% of Towerpoint Wealth's portfolio in Q2 2026, its #71 holding.
  • Towerpoint Wealth first reported a position in Broadcom in Q2 2024 and has held it in 9 quarters since.
  • 1,913 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Towerpoint Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.