WF
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Whelan Financial’s Broadcom AVGO Stock Holding History

Whelan Financial’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 		$2.15M Buy
5,685
+384
+7% +$154K 0.58% 22
2026
Q1 		$1.64M Buy
5,301
+17
+0.3% +$5.59K 0.51% 23
2025
Q4 		$1.83M Sell
5,284
-62
-1% -$22.2K 0.57% 22
2025
Q3 		$1.76M Buy
5,346
+1,073
+25% +$329K 0.56% 21
2025
Q2 		$1.18M Sell
4,273
-151
-3% -$32.8K 0.43% 24
2025
Q1 		$741K Sell
4,424
-169
-4% -$35.8K 0.29% 25
2024
Q4 		$1.06M Buy
4,593
+1,551
+51% +$287K 0.42% 19
2024
Q3 		$525K Buy
3,042
+272
+10% +$43.6K 0.22% 27
2024
Q2 		$445K Buy
2,770
+150
+6% +$21K 0.2% 28
2024
Q1 		$347K Buy
2,620
+600
+30% +$74.3K 0.16% 32
2023
Q4 		$225K Buy
+2,020
New +$191K 0.11% 34

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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Whelan Financial's AVGO Position: Q2 2026 in Review

Whelan Financial increased its Broadcom (AVGO) stake by 7.2% in Q2 2026, buying an estimated $154K and bringing the position to 5,685 shares worth $2.15M. The position accounts for 0.58% of the portfolio, ranked #22.

Whelan Financial first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 2,338 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Whelan Financial held 5,685 shares of Broadcom worth $2.15M as of Q2 2026.
  • Whelan Financial bought 384 Broadcom shares in Q2 2026, an estimated $154K.
  • Broadcom made up 0.58% of Whelan Financial's portfolio in Q2 2026, its #22 holding.
  • Whelan Financial first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • 2,338 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Whelan Financial's 13F filing for Q2 2026, filed 24 Jul 2026.