Wealth Enhancement Advisory Services
AVGO icon

Wealth Enhancement Advisory Services’s Broadcom AVGO Stock Holding History

Wealth Enhancement Advisory Services’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 		$357M Buy
1,382,139
+62,999
+5% +$25.3M 0.6% 25
2026
Q1 		$0 Sell
1,319,140
-6,760,351
-84% -$2.22B ﹤0.01% 3589
2025
Q4 		$2.78B Buy
8,079,491
+7,061,626
+694% +$2.53B 3.77% 2
2025
Q3 		$344M Buy
1,017,865
+57,170
+6% +$17.5M 0.52% 32
2025
Q2 		$264M Buy
960,695
+95,970
+11% +$20.8M 0.44% 39
2025
Q1 		$145M Sell
864,725
-439,645
-34% -$93M 0.28% 68
2024
Q4 		$302M Buy
1,304,370
+254,821
+24% +$47.1M 0.58% 26
2024
Q3 		$181M Buy
1,049,549
+121,329
+13% +$19.5M 0.39% 46
2024
Q2 		$149M Buy
928,220
+2,660
+0.3% +$373K 0.35% 54
2024
Q1 		$123M Sell
925,560
-24,630
-3% -$3.05M 0.32% 66
2023
Q4 		$106M Buy
950,190
+64,330
+7% +$6.09M 0.31% 68
2023
Q3 		$73.6M Buy
885,860
+418,880
+90% +$36.3M 0.24% 85
2023
Q2 		$40.5M Buy
466,980
+455,240
+3,878% +$32.5M 0.44% 34
2023
Q1 		$753K Buy
+11,740
New +$706K 0.01% 345
2021
Q4 		– Sell
-31,320
Closed -$1.67M – 298
2021
Q3 		$1.67M Sell
31,320
-87,530
-74% -$4.26M 0.02% 157
2021
Q2 		$5.67M Buy
+118,850
New +$5.51M 0.09% 96
2019
Q4 		– Sell
-70,730
Closed -$1.99M – 208
2019
Q3 		$1.99M Buy
+70,730
New +$2.01M 0.08% 104
2018
Q3 		– Sell
-51,130
Closed -$1.27M – 169
2018
Q2 		$1.27M Buy
+51,130
New +$1.25M 0.08% 94

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Wealth Enhancement Advisory Services's AVGO Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Broadcom (AVGO) stake by 4.8% in Q2 2026, buying an estimated $25.3M and bringing the position to 1,382,139 shares worth $357M. The position accounts for 0.6% of the portfolio, ranked #25.

Wealth Enhancement Advisory Services first reported a position in AVGO in Q2 2018 and has held it in 18 quarters since. The position peaked at $2.78B in Q4 2025. 2,202 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Wealth Enhancement Advisory Services held 1,382,139 shares of Broadcom worth $357M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 62,999 Broadcom shares in Q2 2026, an estimated $25.3M.
  • Broadcom made up 0.6% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #25 holding.
  • Wealth Enhancement Advisory Services first reported a position in Broadcom in Q2 2018 and has held it in 18 quarters since.
  • Wealth Enhancement Advisory Services's Broadcom position peaked at $2.78B in Q4 2025.
  • 2,202 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.