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Waldron Private Wealth’s Broadcom AVGO Stock Holding History

Waldron Private Wealth’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 		$3.8M Sell
10,053
-153
-1% -$61.3K 0.13% 67
2026
Q1 		$3.16M Buy
10,206
+614
+6% +$202K 0.12% 74
2025
Q4 		$3.32M Sell
9,592
-584
-6% -$209K 0.13% 70
2025
Q3 		$3.36M Buy
10,176
+2,209
+28% +$678K 0.14% 69
2025
Q2 		$2.2M Sell
7,967
-24
-0.3% -$5.21K 0.1% 83
2025
Q1 		$1.34M Sell
7,991
-40,233
-83% -$8.52M 0.06% 112
2024
Q4 		$11.2M Buy
48,224
+24,601
+104% +$4.55M 0.45% 40
2024
Q3 		$4.07M Buy
23,623
+2,693
+13% +$432K 0.17% 72
2024
Q2 		$3.36M Buy
20,930
+20
+0.1% +$2.8K 0.15% 76
2024
Q1 		$2.78M Buy
20,910
+700
+3% +$86.7K 0.13% 85
2023
Q4 		$2.26M Buy
20,210
+1,370
+7% +$130K 0.11% 90
2023
Q3 		$1.56M Buy
18,840
+190
+1% +$16.5K 0.08% 111
2023
Q2 		$1.62M Sell
18,650
-710
-4% -$50.6K 0.08% 111
2023
Q1 		$1.24M Buy
19,360
+2,470
+15% +$149K 0.06% 143
2022
Q4 		$750K Hold
16,890
– – 0.05% 188
2022
Q3 		$750K Buy
16,890
+2,250
+15% +$115K 0.05% 188
2022
Q2 		$711K Buy
14,640
+1,660
+13% +$93.2K 0.04% 200
2022
Q1 		$817K Buy
12,980
+1,450
+13% +$86.1K 0.04% 202
2021
Q4 		$767K Hold
11,530
– – 0.04% 209
2021
Q3 		$559K Buy
11,530
+2,200
+24% +$107K 0.03% 216
2021
Q2 		$444K Buy
9,330
+500
+6% +$23.2K 0.03% 225
2021
Q1 		$409K Sell
8,830
-60
-0.7% -$2.77K 0.03% 212
2020
Q4 		$389K Sell
8,890
-670
-7% -$26.1K 0.03% 204
2020
Q3 		$348K Buy
9,560
+1,040
+12% +$34.8K 0.03% 199
2020
Q2 		$268K Sell
8,520
-900
-10% -$25.2K 0.02% 213
2020
Q1 		$223K Sell
9,420
-730
-7% -$20.6K 0.02% 211
2019
Q4 		$320K Buy
10,150
+140
+1% +$4.25K 0.03% 202
2019
Q3 		$278K Sell
10,010
-100
-1% -$2.84K 0.03% 198
2019
Q2 		$293K Sell
10,110
-1,210
-11% -$35.3K 0.03% 187
2019
Q1 		$340K Buy
11,320
+2,020
+22% +$54.8K 0.04% 177
2018
Q4 		$236K Buy
+9,300
New +$219K 0.03% 183
2017
Q2 		– Sell
-13,890
Closed -$302K – 145
2017
Q1 		$302K Buy
+13,890
New +$286K 0.08% 162

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
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
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Waldron Private Wealth's AVGO Position: Q2 2026 in Review

Waldron Private Wealth reduced its Broadcom (AVGO) stake by 1.5% in Q2 2026, selling an estimated $61.3K and leaving 10,053 shares worth $3.8M. The position accounts for 0.13% of the portfolio, ranked #67.

Waldron Private Wealth first reported a position in AVGO in Q1 2017 and has held it in 32 quarters since. The position peaked at $11.2M in Q4 2024. 982 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Waldron Private Wealth held 10,053 shares of Broadcom worth $3.8M as of Q2 2026.
  • Waldron Private Wealth sold 153 Broadcom shares in Q2 2026, an estimated $61.3K.
  • Broadcom made up 0.13% of Waldron Private Wealth's portfolio in Q2 2026, its #67 holding.
  • Waldron Private Wealth first reported a position in Broadcom in Q1 2017 and has held it in 32 quarters since.
  • Waldron Private Wealth's Broadcom position peaked at $11.2M in Q4 2024.
  • 982 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.