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United Asset Strategies’s Broadcom AVGO Stock Holding History

United Asset 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 		$31.6M Buy
83,581
+5,911
+8% +$2.37M 2.23% 6
2026
Q1 		$24M Buy
77,670
+1,067
+1% +$351K 1.91% 10
2025
Q4 		$26.5M Buy
76,603
+845
+1% +$302K 2.05% 8
2025
Q3 		$25M Sell
75,758
-37,746
-33% -$11.6M 2% 8
2025
Q2 		$31.3M Buy
113,504
+102,996
+980% +$22.4M 2.67% 8
2025
Q1 		$1.76M Sell
10,508
-5,611
-35% -$1.19M 0.16% 109
2024
Q4 		$3.74M Buy
16,119
+223
+1% +$41.2K 0.34% 64
2024
Q3 		$2.74M Buy
15,896
+436
+3% +$69.9K 0.26% 77
2024
Q2 		$2.48M Buy
15,460
+5,560
+56% +$779K 0.25% 77
2024
Q1 		$1.31M Buy
9,900
+1,410
+17% +$175K 0.13% 129
2023
Q4 		$948K Sell
8,490
-1,230
-13% -$116K 0.11% 138
2023
Q3 		$807K Buy
9,720
+1,980
+26% +$172K 0.1% 142
2023
Q2 		$671K Buy
+7,740
New +$552K 0.08% 152
2017
Q4 		– Sell
-15,700
Closed -$381K – 191
2017
Q3 		$381K Buy
+15,700
New +$388K 0.22% 96

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

United Asset Strategies's AVGO Position: Q2 2026 in Review

United Asset Strategies increased its Broadcom (AVGO) stake by 7.6% in Q2 2026, buying an estimated $2.37M and bringing the position to 83,581 shares worth $31.6M. The position accounts for 2.23% of the portfolio, ranked #6.

United Asset Strategies first reported a position in AVGO in Q3 2017 and has held it in 14 quarters since. 2,338 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • United Asset Strategies held 83,581 shares of Broadcom worth $31.6M as of Q2 2026.
  • United Asset Strategies bought 5,911 Broadcom shares in Q2 2026, an estimated $2.37M.
  • Broadcom made up 2.23% of United Asset Strategies's portfolio in Q2 2026, its #6 holding.
  • United Asset Strategies first reported a position in Broadcom in Q3 2017 and has held it in 14 quarters since.
  • 2,338 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.