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AVGO icon

Waddell & Associates’s Broadcom AVGO Stock Holding History

Waddell & Associates’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 		$4.2M Buy
11,111
+1,409
+15% +$565K 0.21% 35
2026
Q1 		$3M Buy
9,702
+3,925
+68% +$1.29M 0.17% 37
2025
Q4 		$2M Buy
5,777
+748
+15% +$267K 0.13% 43
2025
Q3 		$1.66M Buy
5,029
+1,593
+46% +$489K 0.14% 48
2025
Q2 		$947K Buy
3,436
+1,345
+64% +$292K 0.1% 62
2025
Q1 		$350K Buy
2,091
+43
+2% +$9.1K 0.04% 110
2024
Q4 		$475K Sell
2,048
-13
-0.6% -$2.4K 0.05% 89
2024
Q3 		$355K Buy
2,061
+11
+0.5% +$1.76K 0.04% 101
2024
Q2 		$329K Buy
2,050
+240
+13% +$33.6K 0.04% 101
2024
Q1 		$240K Sell
1,810
-3,520
-66% -$436K 0.03% 128
2023
Q4 		$595K Buy
5,330
+440
+9% +$41.7K 0.08% 70
2023
Q3 		$406K Hold
4,890
– – 0.06% 99
2023
Q2 		$424K Sell
4,890
-1,250
-20% -$89.1K 0.06% 90
2023
Q1 		$394K Sell
6,140
-200
-3% -$12K 0.06% 89
2022
Q4 		$354K Buy
6,340
+140
+2% +$7.02K 0.06% 100
2022
Q3 		$275K Sell
6,200
-40
-0.6% -$2.04K 0.05% 106
2022
Q2 		$303K Buy
6,240
+50
+0.8% +$2.81K 0.06% 100
2022
Q1 		$390K Hold
6,190
– – 0.06% 81
2021
Q4 		$412K Sell
6,190
-750
-11% -$42.2K 0.07% 79
2021
Q3 		$337K Hold
6,940
– – 0.06% 81
2021
Q2 		$331 Buy
+6,940
New +$322K 0.05% 90

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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ACM
ASK Capital Management San Francisco, California $721M AUM 36.53% 1-Year Est. Return

Waddell & Associates's AVGO Position: Q2 2026 in Review

Waddell & Associates increased its Broadcom (AVGO) stake by 15% in Q2 2026, buying an estimated $565K and bringing the position to 11,111 shares worth $4.2M. The position accounts for 0.21% of the portfolio, ranked #35.

Waddell & Associates first reported a position in AVGO in Q2 2021 and has held it in 21 quarters since. 1,783 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Waddell & Associates held 11,111 shares of Broadcom worth $4.2M as of Q2 2026.
  • Waddell & Associates bought 1,409 Broadcom shares in Q2 2026, an estimated $565K.
  • Broadcom made up 0.21% of Waddell & Associates's portfolio in Q2 2026, its #35 holding.
  • Waddell & Associates first reported a position in Broadcom in Q2 2021 and has held it in 21 quarters since.
  • 1,783 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.