Wetzel Investment Advisors’s Broadcom AVGO Stock Holding History

Wetzel Investment 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	$1.11M	Sell	2,941 -407	-12%	-$163K	0.38%	43
2026 Q1	$1.04M	Sell	3,348 -205	-6%	-$67.5K	0.41%	42
2025 Q4	$1.23M	Buy	3,553 +28	+0.8%	+$10K	0.5%	38
2025 Q3	$1.16M	Sell	3,525 -126	-3%	-$38.7K	0.5%	37
2025 Q2	$1.01M	Sell	3,651 -169	-4%	-$36.7K	0.46%	39
2025 Q1	$640K	Sell	3,820 -86	-2%	-$18.2K	0.32%	53
2024 Q4	$906K	Sell	3,906 -151	-4%	-$27.9K	0.45%	41
2024 Q3	$700K	Buy	4,057 +317	+8%	+$50.8K	0.35%	51
2024 Q2	$496K	Sell	3,740 -430	-10%	-$60.3K	0.28%	62
2024 Q1	$525K	Buy	4,170 +120	+3%	+$14.9K	0.31%	57
2023 Q4	$452K	Buy	+4,050	New	+$383K	0.28%	60

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

Wetzel Investment Advisors's AVGO Position: Q2 2026 in Review

Wetzel Investment Advisors reduced its Broadcom (AVGO) stake by 12% in Q2 2026, selling an estimated $163K and leaving 2,941 shares worth $1.11M. The position accounts for 0.38% of the portfolio, ranked #43.

Wetzel Investment Advisors first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.23M in Q4 2025. 1,673 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Wetzel Investment Advisors held 2,941 shares of Broadcom worth $1.11M as of Q2 2026.
Wetzel Investment Advisors sold 407 Broadcom shares in Q2 2026, an estimated $163K.
Broadcom made up 0.38% of Wetzel Investment Advisors's portfolio in Q2 2026, its #43 holding.
Wetzel Investment Advisors first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
Wetzel Investment Advisors's Broadcom position peaked at $1.23M in Q4 2025.
1,673 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.