White Wing Wealth Management’s Broadcom AVGO Stock Holding History

White Wing Wealth Management’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	$375K	Buy	994 +56	+6%	+$22.5K	0.2%	33
2026 Q1	$290K	Buy	938 +71	+8%	+$23.4K	0.17%	34
2025 Q4	$300K	Buy	867 +62	+8%	+$22.2K	0.18%	33
2025 Q3	$268K	Buy	805 +79	+11%	+$24.2K	0.17%	31
2025 Q2	$200K	Buy	+726	New	+$158K	0.14%	31
2025 Q1	–	Sell	-926	Closed	-$215K	–	27
2024 Q4	$215K	Buy	+926	New	+$171K	0.16%	26

Other funds holding AVGO

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

White Wing Wealth Management's AVGO Position: Q2 2026 in Review

White Wing Wealth Management increased its Broadcom (AVGO) stake by 6% in Q2 2026, buying an estimated $22.5K and bringing the position to 994 shares worth $375K. The position accounts for 0.2% of the portfolio, ranked #33.

White Wing Wealth Management first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. 2,217 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

White Wing Wealth Management held 994 shares of Broadcom worth $375K as of Q2 2026.
White Wing Wealth Management bought 56 Broadcom shares in Q2 2026, an estimated $22.5K.
Broadcom made up 0.2% of White Wing Wealth Management's portfolio in Q2 2026, its #33 holding.
White Wing Wealth Management first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
2,217 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on White Wing Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.