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Wealth Group’s Broadcom AVGO Stock Holding History

Wealth Group’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 		$5.83M Buy
15,435
+10,735
+228% +$4.3M 1.46% 16
2026
Q1 		$1.46M Buy
4,700
+110
+2% +$36.2K 1.36% 21
2025
Q4 		$1.59M Buy
+4,590
New +$1.64M 1.55% 15
2025
Q2 		$1.33M Sell
4,830
-1,808
-27% -$393K 1.32% 19
2025
Q1 		$1.11M Buy
6,638
+157
+2% +$33.2K 0.72% 35
2024
Q4 		$1.5M Sell
6,481
-42
-0.6% -$7.77K 0.97% 22
2024
Q3 		$1.13M Buy
6,523
+183
+3% +$29.3K 0.75% 34
2024
Q2 		$1.02M Buy
6,340
+110
+2% +$15.4K 0.73% 36
2024
Q1 		$826K Buy
+6,230
New +$772K 0.62% 43

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
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

Wealth Group's AVGO Position: Q2 2026 in Review

Wealth Group increased its Broadcom (AVGO) stake by 228% in Q2 2026, buying an estimated $4.3M and bringing the position to 15,435 shares worth $5.83M. The position accounts for 1.46% of the portfolio, ranked #16.

Wealth Group first reported a position in AVGO in Q1 2024 and has held it in 9 quarters since. 1,613 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Wealth Group held 15,435 shares of Broadcom worth $5.83M as of Q2 2026.
  • Wealth Group bought 10,735 Broadcom shares in Q2 2026, an estimated $4.3M.
  • Broadcom made up 1.46% of Wealth Group's portfolio in Q2 2026, its #16 holding.
  • Wealth Group first reported a position in Broadcom in Q1 2024 and has held it in 9 quarters since.
  • 1,613 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.