Values Added Financial’s Broadcom AVGO Stock Holding History

Values Added Financial’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	$1.04M	Buy	2,746 +605	+28%	+$243K	0.37%	49
2026 Q1	$663K	Buy	2,141 +10	+0.5%	+$3.29K	0.28%	59
2025 Q4	$738K	Buy	2,131 +81	+4%	+$29K	0.31%	56
2025 Q3	$676K	Buy	2,050 +193	+10%	+$59.2K	0.3%	61
2025 Q2	$512K	Buy	1,857 +216	+13%	+$46.9K	0.25%	72
2025 Q1	$275K	Buy	1,641 +84	+5%	+$17.8K	0.15%	97
2024 Q4	$361K	Sell	1,557 -35	-2%	-$6.47K	0.21%	81
2024 Q3	$275K	Buy	1,592 +32	+2%	+$5.13K	0.17%	88
2024 Q2	$250K	Buy	+1,560	New	+$219K	0.18%	79

Other funds holding AVGO

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

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

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Values Added Financial's AVGO Position: Q2 2026 in Review

Values Added Financial increased its Broadcom (AVGO) stake by 28% in Q2 2026, buying an estimated $243K and bringing the position to 2,746 shares worth $1.04M. The position accounts for 0.37% of the portfolio, ranked #49.

Values Added Financial first reported a position in AVGO in Q2 2024 and has held it in 9 quarters since. 2,081 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Values Added Financial held 2,746 shares of Broadcom worth $1.04M as of Q2 2026.
Values Added Financial bought 605 Broadcom shares in Q2 2026, an estimated $243K.
Broadcom made up 0.37% of Values Added Financial's portfolio in Q2 2026, its #49 holding.
Values Added Financial first reported a position in Broadcom in Q2 2024 and has held it in 9 quarters since.
2,081 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Values Added Financial's 13F filing for Q2 2026, filed 27 Jul 2026.