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AVGO icon

True Wealth Design’s Broadcom AVGO Stock Holding History

True Wealth Design’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 		$500K Sell
1,323
-27
-2% -$10.8K 0.12% 40
2026
Q1 		$418K Buy
1,350
+478
+55% +$157K 0.12% 43
2025
Q4 		$302K Sell
872
-176
-17% -$62.9K 0.09% 46
2025
Q3 		$346K Buy
1,048
+290
+38% +$89K 0.11% 36
2025
Q2 		$209K Sell
758
-164
-18% -$35.6K 0.07% 45
2025
Q1 		$154K Buy
922
+210
+29% +$44.4K 0.06% 47
2024
Q4 		$165K Buy
712
+48
+7% +$8.88K 0.06% 35
2024
Q3 		$115K Buy
664
+454
+216% +$72.8K 0.04% 52
2024
Q2 		$33.7K Sell
210
-20
-9% -$2.8K 0.01% 185
2024
Q1 		$30.5K Buy
230
+50
+28% +$6.2K 0.01% 188
2023
Q4 		$20.1K Buy
180
+110
+157% +$10.4K 0.01% 201
2023
Q3 		$5.82K Buy
70
+10
+17% +$867 ﹤0.01% 226
2023
Q2 		$5.21K Sell
60
-13,510
-100% -$963K ﹤0.01% 242
2023
Q1 		$871K Buy
13,570
+13,510
+22,517% +$813K 0.37% 37
2022
Q4 		$3.35K Buy
+60
New +$3.01K ﹤0.01% 273

Other funds holding AVGO

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 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
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

True Wealth Design's AVGO Position: Q2 2026 in Review

True Wealth Design reduced its Broadcom (AVGO) stake by 2% in Q2 2026, selling an estimated $10.8K and leaving 1,323 shares worth $500K. The position accounts for 0.12% of the portfolio, ranked #40.

True Wealth Design first reported a position in AVGO in Q4 2022 and has held it in 15 quarters since. The position peaked at $871K in Q1 2023. 2,471 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • True Wealth Design held 1,323 shares of Broadcom worth $500K as of Q2 2026.
  • True Wealth Design sold 27 Broadcom shares in Q2 2026, an estimated $10.8K.
  • Broadcom made up 0.12% of True Wealth Design's portfolio in Q2 2026, its #40 holding.
  • True Wealth Design first reported a position in Broadcom in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Broadcom position peaked at $871K in Q1 2023.
  • 2,471 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.