Waterway Wealth Management’s Broadcom AVGO Stock Holding History

Waterway Wealth Management’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	$3.07M	Sell	8,120 -6,525	-45%	-$2.62M	0.63%	25
2026 Q1	$4.53M	Sell	14,645 -718	-5%	-$236K	1%	21
2025 Q4	$5.32M	Buy	15,363 +8,874	+137%	+$3.17M	1.2%	17
2025 Q3	$2.14M	Buy	6,489 +66	+1%	+$20.2K	0.51%	23
2025 Q2	$1.77M	Buy	6,423 +1,974	+44%	+$429K	0.54%	21
2025 Q1	$745K	Buy	4,449 +1,300	+41%	+$275K	0.31%	35
2024 Q4	$730K	Buy	3,149 +664	+27%	+$123K	0.32%	32
2024 Q3	$429K	Buy	+2,485	New	+$398K	0.18%	47

Other funds holding AVGO

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

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

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

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

Waterway Wealth Management's AVGO Position: Q2 2026 in Review

Waterway Wealth Management reduced its Broadcom (AVGO) stake by 45% in Q2 2026, selling an estimated $2.62M and leaving 8,120 shares worth $3.07M. The position accounts for 0.63% of the portfolio, ranked #25.

Waterway Wealth Management first reported a position in AVGO in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.32M in Q4 2025. 1,128 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Waterway Wealth Management held 8,120 shares of Broadcom worth $3.07M as of Q2 2026.
Waterway Wealth Management sold 6,525 Broadcom shares in Q2 2026, an estimated $2.62M.
Broadcom made up 0.63% of Waterway Wealth Management's portfolio in Q2 2026, its #25 holding.
Waterway Wealth Management first reported a position in Broadcom in Q3 2024 and has held it in 8 quarters since.
Waterway Wealth Management's Broadcom position peaked at $5.32M in Q4 2025.
1,128 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Waterway Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.