Turtle Creek Wealth Advisors’s Broadcom AVGO Stock Holding History

Turtle Creek Wealth Advisors’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	$28.9M	Buy	76,650 +10,958	+17%	+$4.39M	1.53%	17
2026 Q1	$20.3M	Buy	65,692 +5,289	+9%	+$1.74M	1.54%	12
2025 Q4	$20.9M	Buy	60,403 +4,150	+7%	+$1.48M	1.65%	10
2025 Q3	$18.6M	Buy	56,253 +9,252	+20%	+$2.84M	1.66%	10
2025 Q2	$13M	Buy	47,001 +5,558	+13%	+$1.21M	1.53%	12
2025 Q1	$6.94M	Sell	41,443 -8,862	-18%	-$1.88M	1.04%	30
2024 Q4	$11.7M	Buy	50,305 +1,693	+3%	+$313K	2.69%	10
2024 Q3	$8.39M	Buy	48,612 +1,142	+2%	+$183K	1.68%	11
2024 Q2	$7.62M	Buy	47,470 +3,940	+9%	+$552K	1.76%	13
2024 Q1	$5.77M	Buy	43,530 +5,400	+14%	+$669K	1.42%	18
2023 Q4	$4.26M	Buy	+38,130	New	+$3.61M	1.25%	19

Other funds holding AVGO

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Turtle Creek Wealth Advisors's AVGO Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its Broadcom (AVGO) stake by 17% in Q2 2026, buying an estimated $4.39M and bringing the position to 76,650 shares worth $28.9M. The position accounts for 1.53% of the portfolio, ranked #17.

Turtle Creek Wealth Advisors first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 2,573 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Turtle Creek Wealth Advisors held 76,650 shares of Broadcom worth $28.9M as of Q2 2026.
Turtle Creek Wealth Advisors bought 10,958 Broadcom shares in Q2 2026, an estimated $4.39M.
Broadcom made up 1.53% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #17 holding.
Turtle Creek Wealth Advisors first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
2,573 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.