Unique Wealth Strategies’s Broadcom AVGO Stock Holding History

Unique Wealth Strategies’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	$760K	Sell	2,012 -2,248	-53%	-$901K	0.28%	93
2026 Q1	$1.32M	Buy	4,260 +1,318	+45%	+$434K	0.53%	40
2025 Q4	$1.02M	Sell	2,942 -221	-7%	-$79K	0.4%	61
2025 Q3	$1.04M	Sell	3,163 -612	-16%	-$188K	0.4%	62
2025 Q2	$1.04M	Buy	+3,775	New	+$820K	0.43%	59
2025 Q1	–	Sell	-1,001	Closed	-$232K	–	189
2024 Q4	$232K	Buy	+1,001	New	+$185K	0.1%	180
2024 Q3	–	Sell	-3,920	Closed	-$520K	–	246
2024 Q2	$520K	Hold	3,920	–	–	0.24%	113
2024 Q1	$520K	Buy	+3,920	New	+$486K	0.25%	113

Other funds holding AVGO

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Unique Wealth Strategies's AVGO Position: Q2 2026 in Review

Unique Wealth Strategies reduced its Broadcom (AVGO) stake by 53% in Q2 2026, selling an estimated $901K and leaving 2,012 shares worth $760K. The position accounts for 0.28% of the portfolio, ranked #93.

Unique Wealth Strategies first reported a position in AVGO in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.32M in Q1 2026. 853 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Unique Wealth Strategies held 2,012 shares of Broadcom worth $760K as of Q2 2026.
Unique Wealth Strategies sold 2,248 Broadcom shares in Q2 2026, an estimated $901K.
Broadcom made up 0.28% of Unique Wealth Strategies's portfolio in Q2 2026, its #93 holding.
Unique Wealth Strategies first reported a position in Broadcom in Q1 2024 and has held it in 8 quarters since.
Unique Wealth Strategies's Broadcom position peaked at $1.32M in Q1 2026.
853 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.