Wellspring Financial Advisors’s Broadcom AVGO Stock Holding History

Wellspring Financial 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	$5.59M	Sell	14,817 -63	-0.4%	-$25.3K	0.37%	31
2026 Q1	$4.61M	Buy	14,880 +582	+4%	+$192K	0.35%	36
2025 Q4	$4.95M	Buy	14,298 +8,473	+145%	+$3.03M	0.39%	31
2025 Q3	$1.92M	Sell	5,825 -760	-12%	-$233K	0.18%	44
2025 Q2	$1.82M	Buy	6,585 +2,192	+50%	+$476K	0.18%	43
2025 Q1	$736K	Buy	4,393 +187	+4%	+$39.6K	0.08%	63
2024 Q4	$975K	Sell	4,206 -5,693	-58%	-$1.05M	0.1%	60
2024 Q3	$1.71M	Buy	9,899 +6,369	+180%	+$1.02M	0.2%	42
2024 Q2	$567K	Buy	3,530 +260	+8%	+$36.4K	0.08%	78
2024 Q1	$434K	Buy	3,270 +1,030	+46%	+$128K	0.07%	78
2023 Q4	$250K	Buy	+2,240	New	+$212K	0.06%	107

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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 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

Wellspring Financial Advisors's AVGO Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its Broadcom (AVGO) stake by 0.42% in Q2 2026, selling an estimated $25.3K and leaving 14,817 shares worth $5.59M. The position accounts for 0.37% of the portfolio, ranked #31.

Wellspring Financial Advisors first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 1,662 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Wellspring Financial Advisors held 14,817 shares of Broadcom worth $5.59M as of Q2 2026.
Wellspring Financial Advisors sold 63 Broadcom shares in Q2 2026, an estimated $25.3K.
Broadcom made up 0.37% of Wellspring Financial Advisors's portfolio in Q2 2026, its #31 holding.
Wellspring Financial Advisors first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
1,662 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.