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Ulland Investment Advisors’s Broadcom AVGO Stock Holding History

Ulland Investment 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 		$386K Buy
1,023
+43
+4% +$17.2K 0.28% 58
2026
Q1 		$303K Sell
980
-10
-1% -$3.29K 0.26% 57
2025
Q4 		$343K Sell
990
-25
-2% -$8.94K 0.27% 49
2025
Q3 		$335K Buy
1,015
+93
+10% +$28.5K 0.25% 49
2025
Q2 		$254K Sell
922
-135
-13% -$29.3K 0.19% 55
2025
Q1 		$177K Hold
1,057
– – 0.15% 65
2024
Q4 		$245K Buy
1,057
+584
+123% +$108K 0.16% 53
2024
Q3 		$82K Buy
473
+133
+39% +$21.3K 0.06% 95
2024
Q2 		$55K Buy
340
+60
+21% +$8.41K 0.04% 107
2024
Q1 		$37K Buy
+280
New +$34.7K 0.03% 120

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

Ulland Investment Advisors's AVGO Position: Q2 2026 in Review

Ulland Investment Advisors increased its Broadcom (AVGO) stake by 4.4% in Q2 2026, buying an estimated $17.2K and bringing the position to 1,023 shares worth $386K. The position accounts for 0.28% of the portfolio, ranked #58.

Ulland Investment Advisors first reported a position in AVGO in Q1 2024 and has held it in 10 quarters since. 2,466 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Ulland Investment Advisors held 1,023 shares of Broadcom worth $386K as of Q2 2026.
  • Ulland Investment Advisors bought 43 Broadcom shares in Q2 2026, an estimated $17.2K.
  • Broadcom made up 0.28% of Ulland Investment Advisors's portfolio in Q2 2026, its #58 holding.
  • Ulland Investment Advisors first reported a position in Broadcom in Q1 2024 and has held it in 10 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.