Valeo Financial Advisors’s Broadcom AVGO Stock Holding History

Valeo 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	–	Sell	-700	Closed	-$2.04K	–	843
2026 Q1	$2.04K	Buy	+700	New	+$230K	﹤0.01%	754
2025 Q4	–	Sell	-1,100	Closed	-$3.17K	–	846
2025 Q3	$3.17K	Buy	+1,100	New	+$337K	﹤0.01%	824
2024 Q3	–	Sell	-16,000	Closed	-$2.57K	–	709
2024 Q2	$2.57K	Buy	+16,000	New	+$2.24M	﹤0.01%	659

Other funds holding AVGO

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

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. 1,273 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.
1,273 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.