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Warren Street Wealth Advisors’s Broadcom AVGO Stock Holding History

Warren Street Wealth 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 		$2.77M Buy
7,328
+203
+3% +$81.4K 0.62% 29
2026
Q1 		$2.21M Sell
7,125
-56
-0.8% -$18.4K 0.56% 30
2025
Q4 		$2.49M Sell
7,181
-1,104
-13% -$395K 0.71% 26
2025
Q3 		$2.73M Buy
8,285
+91
+1% +$27.9K 0.82% 26
2025
Q2 		$2.26M Buy
8,194
+182
+2% +$39.5K 0.74% 27
2025
Q1 		$1.34M Buy
8,012
+1,051
+15% +$222K 0.52% 29
2024
Q4 		$1.61M Buy
6,961
+482
+7% +$89.1K 0.66% 27
2024
Q3 		$1.12M Buy
6,479
+719
+12% +$115K 0.46% 29
2024
Q2 		$925K Buy
5,760
+570
+11% +$79.9K 0.46% 31
2024
Q1 		$688K Buy
5,190
+470
+10% +$58.2K 0.34% 40
2023
Q4 		$527K Buy
4,720
+290
+7% +$27.5K 0.3% 45
2023
Q3 		$368K Buy
4,430
+480
+12% +$41.6K 0.24% 56
2023
Q2 		$343K Buy
3,950
+440
+13% +$31.4K 0.23% 54
2023
Q1 		$225K Buy
+3,510
New +$211K 0.16% 63

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Warren Street Wealth Advisors's AVGO Position: Q2 2026 in Review

Warren Street Wealth Advisors increased its Broadcom (AVGO) stake by 2.8% in Q2 2026, buying an estimated $81.4K and bringing the position to 7,328 shares worth $2.77M. The position accounts for 0.62% of the portfolio, ranked #29.

Warren Street Wealth Advisors first reported a position in AVGO in Q1 2023 and has held it in 14 quarters since. 2,098 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Warren Street Wealth Advisors held 7,328 shares of Broadcom worth $2.77M as of Q2 2026.
  • Warren Street Wealth Advisors bought 203 Broadcom shares in Q2 2026, an estimated $81.4K.
  • Broadcom made up 0.62% of Warren Street Wealth Advisors's portfolio in Q2 2026, its #29 holding.
  • Warren Street Wealth Advisors first reported a position in Broadcom in Q1 2023 and has held it in 14 quarters since.
  • 2,098 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Warren Street Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.