Valicenti Advisory Services’s Broadcom AVGO Stock Holding History

Valicenti Advisory Services’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	$17.2M	Sell	45,531 -546	-1%	-$219K	3.25%	11
2026 Q1	$14.3M	Sell	46,077 -125	-0.3%	-$41.1K	3.11%	11
2025 Q4	$16M	Sell	46,202 -41	-0.1%	-$14.7K	3.35%	8
2025 Q3	$15.3M	Sell	46,243 -6,320	-12%	-$1.94M	3.27%	7
2025 Q2	$14.5M	Sell	52,563 -3,866	-7%	-$839K	3.38%	9
2025 Q1	$9.45M	Buy	56,429 +3,364	+6%	+$712K	2.43%	13
2024 Q4	$12.3M	Buy	53,065 +20	+0%	+$3.7K	3.06%	10
2024 Q3	$9.15M	Buy	53,045 +555	+1%	+$89K	2.35%	14
2024 Q2	$8.43M	Buy	52,490 +2,460	+5%	+$345K	2.26%	15
2024 Q1	$6.63M	Buy	50,030 +680	+1%	+$84.3K	1.85%	17
2023 Q4	$5.51M	Buy	+49,350	New	+$4.67M	1.67%	19

Other funds holding AVGO

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Valicenti Advisory Services's AVGO Position: Q2 2026 in Review

Valicenti Advisory Services reduced its Broadcom (AVGO) stake by 1.2% in Q2 2026, selling an estimated $219K and leaving 45,531 shares worth $17.2M. The position accounts for 3.25% of the portfolio, ranked #11.

Valicenti Advisory Services first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 2,338 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Valicenti Advisory Services held 45,531 shares of Broadcom worth $17.2M as of Q2 2026.
Valicenti Advisory Services sold 546 Broadcom shares in Q2 2026, an estimated $219K.
Broadcom made up 3.25% of Valicenti Advisory Services's portfolio in Q2 2026, its #11 holding.
Valicenti Advisory Services first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
2,338 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Valicenti Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.