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Uptown Financial Advisors’s Broadcom AVGO Stock Holding History

Uptown 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 		$75.5K Hold
200
– – 0.05% 87
2026
Q1 		$61.9K Sell
200
-6,800
-97% -$2.24M 0.05% 76
2025
Q4 		$2.42M Buy
+7,000
New +$2.5M 1.74% 16

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

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

Uptown Financial Advisors held its Broadcom (AVGO) position steady in Q2 2026 at 1,905 shares worth $720K. The position accounts for 0.47% of the portfolio, ranked #33.

Uptown Financial Advisors first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 1,410 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Uptown Financial Advisors held 1,905 shares of Broadcom worth $720K as of Q2 2026.
  • Uptown Financial Advisors left its Broadcom share count unchanged in Q2 2026.
  • Broadcom made up 0.47% of Uptown Financial Advisors's portfolio in Q2 2026, its #33 holding.
  • Uptown Financial Advisors first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • 1,410 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.