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Wendell David Associates’s Broadcom AVGO Stock Holding History

Wendell David Associates’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 		$515K Hold
1,363
– – 0.05% 120
2026
Q1 		$422K Sell
1,363
-51
-4% -$16.8K 0.05% 126
2025
Q4 		$489K Buy
1,414
+67
+5% +$24K 0.05% 115
2025
Q3 		$444K Buy
1,347
+11
+0.8% +$3.38K 0.04% 126
2025
Q2 		$368K Hold
1,336
– – 0.04% 134
2025
Q1 		$224K Hold
1,336
– – 0.02% 144
2024
Q4 		$310K Hold
1,336
– – 0.03% 138
2024
Q3 		$230K Sell
1,336
-4
-0.3% -$641 0.02% 150
2024
Q2 		$215K Buy
+1,340
New +$188K 0.02% 152

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
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wendell David Associates's AVGO Position: Q2 2026 in Review

Wendell David Associates held its Broadcom (AVGO) position steady in Q2 2026 at 1,363 shares worth $515K. The position accounts for 0.05% of the portfolio, ranked #120.

Wendell David Associates first reported a position in AVGO in Q2 2024 and has held it in 9 quarters since. 1,915 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Wendell David Associates held 1,363 shares of Broadcom worth $515K as of Q2 2026.
  • Wendell David Associates left its Broadcom share count unchanged in Q2 2026.
  • Broadcom made up 0.05% of Wendell David Associates's portfolio in Q2 2026, its #120 holding.
  • Wendell David Associates first reported a position in Broadcom in Q2 2024 and has held it in 9 quarters since.
  • 1,915 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Wendell David Associates's 13F filing for Q2 2026, filed 27 Jul 2026.