Valeo Financial Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $21.4M | Buy |
56,614
+5,588
| +11% | +$2.24M | 0.45% | 33 |
|
|
2026
Q1 | $15.8M | Sell |
51,026
-17,025
| -25% | -$5.6M | 0.38% | 33 |
|
|
2025
Q4 | $23.6M | Buy |
68,051
+2,964
| +5% | +$1.06M | 0.52% | 31 |
|
|
2025
Q3 | $21.5M | Sell |
65,087
-1,181
| -2% | -$362K | 0.49% | 31 |
|
|
2025
Q2 | $18.5M | Buy |
66,268
+5,573
| +9% | +$1.21M | 0.45% | 32 |
|
|
2025
Q1 | $10.2M | Buy |
60,695
+1,477
| +2% | +$313K | 0.28% | 43 |
|
|
2024
Q4 | $13.7M | Buy |
59,218
+2,392
| +4% | +$442K | 0.38% | 34 |
|
|
2024
Q3 | $9.8M | Buy |
56,826
+4,526
| +9% | +$726K | 0.28% | 43 |
|
|
2024
Q2 | $8.4M | Buy |
52,300
+3,040
| +6% | +$426K | 0.26% | 47 |
|
|
2024
Q1 | $6.19M | Buy |
49,260
+5,470
| +12% | +$678K | 0.22% | 58 |
|
|
2023
Q4 | $4.89M | Buy |
43,790
+3,890
| +10% | +$368K | 0.2% | 64 |
|
|
2023
Q3 | $3.31M | Buy |
39,900
+4,720
| +13% | +$409K | 0.15% | 81 |
|
|
2023
Q2 | $3.05M | Sell |
35,180
-5,650
| -14% | -$403K | 0.14% | 89 |
|
|
2023
Q1 | $2.62M | Buy |
40,830
+12,470
| +44% | +$750K | 0.13% | 100 |
|
|
2022
Q4 | $1.59M | Buy |
28,360
+4,650
| +20% | +$233K | 0.09% | 138 |
|
|
2022
Q3 | $1.05M | Buy |
23,710
+6,000
| +34% | +$307K | 0.07% | 156 |
|
|
2022
Q2 | $861K | Sell |
17,710
-5,480
| -24% | -$308K | 0.05% | 178 |
|
|
2022
Q1 | $1.46M | Buy |
23,190
+6,670
| +40% | +$396K | 0.07% | 156 |
|
|
2021
Q4 | $1.1M | Sell |
16,520
-750
| -4% | -$42.2K | 0.06% | 174 |
|
|
2021
Q3 | $838K | Buy |
17,270
+5,840
| +51% | +$284K | 0.05% | 207 |
|
|
2021
Q2 | $545K | Sell |
11,430
-58,460
| -84% | -$2.71M | 0.03% | 245 |
|
|
2021
Q1 | $3.24M | Buy |
69,890
+1,510
| +2% | +$69.8K | 0.15% | 83 |
|
|
2020
Q4 | $2.99M | Buy |
68,380
+60,240
| +740% | +$2.35M | 0.15% | 77 |
|
|
2020
Q3 | $297K | Sell |
8,140
-2,870
| -26% | -$96.1K | 0.03% | 258 |
|
|
2020
Q2 | $347K | Buy |
11,010
+1,200
| +12% | +$33.6K | 0.03% | 229 |
|
|
2020
Q1 | $253K | Sell |
9,810
-5,420
| -36% | -$153K | 0.03% | 251 |
|
|
2019
Q4 | $481K | Buy |
15,230
+4,530
| +42% | +$138K | 0.05% | 195 |
|
|
2019
Q3 | $295K | Buy |
10,700
+4,540
| +74% | +$129K | 0.03% | 228 |
|
|
2019
Q2 | $177K | Buy |
6,160
+530
| +9% | +$15.4K | 0.02% | 313 |
|
|
2019
Q1 | $169K | Buy |
5,630
+1,630
| +41% | +$44.2K | 0.02% | 312 |
|
|
2018
Q4 | $102K | Sell |
4,000
-3,520
| -47% | -$83.1K | 0.01% | 373 |
|
|
2018
Q3 | $167K | Sell |
7,520
-1,780
| -19% | -$39.9K | 0.02% | 302 |
|
|
2018
Q2 | $197K | Buy |
+9,300
| New | +$228K | 0.03% | 282 |
|
|
2018
Q1 | – | Sell |
-3,560
| Closed | -$91K | – | 1533 |
|
|
2017
Q4 | $91K | Buy |
3,560
+310
| +10% | +$8.06K | 0.01% | 356 |
|
|
2017
Q3 | $79K | Buy |
+3,250
| New | +$80.4K | 0.02% | 329 |
|
Other funds holding AVGO
Valeo Financial Advisors's AVGO Position: Q2 2026 in Review
Valeo Financial Advisors increased its Broadcom (AVGO) stake by 11% in Q2 2026, buying an estimated $2.24M and bringing the position to 56,614 shares worth $21.4M. The position accounts for 0.45% of the portfolio, ranked #33.
Valeo Financial Advisors first reported a position in AVGO in Q3 2017 and has held it in 35 quarters since. The position peaked at $23.6M in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.
- Valeo Financial Advisors held 56,614 shares of Broadcom worth $21.4M as of Q2 2026.
- Valeo Financial Advisors bought 5,588 Broadcom shares in Q2 2026, an estimated $2.24M.
- Broadcom made up 0.45% of Valeo Financial Advisors's portfolio in Q2 2026, its #33 holding.
- Valeo Financial Advisors first reported a position in Broadcom in Q3 2017 and has held it in 35 quarters since.
- Valeo Financial Advisors's Broadcom position peaked at $23.6M in Q4 2025.
- 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.