UFA
AVGO icon

Unify Financial Advisors’s Broadcom AVGO Stock Holding History

Unify Financial 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 		$220K Buy
+582
New +$233K 0.2% 87
2026
Q1 		– Sell
-582
Closed -$201K – 90
2025
Q4 		$201K Buy
+582
New +$208K 0.21% 94

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
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
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

Unify Financial Advisors's AVGO Position: Q2 2026 in Review

Unify Financial Advisors opened a new position in Broadcom (AVGO) in Q2 2026: 582 shares worth $220K. The stake represents 0.2% of the portfolio and ranks #87 among its holdings. This is a return to the name: Unify Financial Advisors previously reported a position in AVGO as recently as Q4 2025.

Unify Financial Advisors first reported a position in AVGO in Q4 2025 and has held it in 2 quarters since. 1,441 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Unify Financial Advisors held 582 shares of Broadcom worth $220K as of Q2 2026.
  • Broadcom was a new Unify Financial Advisors position in Q2 2026.
  • Broadcom made up 0.2% of Unify Financial Advisors's portfolio in Q2 2026, its #87 holding.
  • Unify Financial Advisors first reported a position in Broadcom in Q4 2025 and has held it in 2 quarters since.
  • 1,441 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Unify Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.