WN
AVGO icon

Williams & Novak’s Broadcom AVGO Stock Holding History

Williams & Novak’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 		$1.25M Buy
3,314
+131
+4% +$52.5K 0.83% 37
2026
Q1 		$998K Buy
3,183
+140
+5% +$46.1K 0.75% 34
2025
Q4 		$1.05M Buy
3,043
+261
+9% +$93.3K 0.79% 33
2025
Q3 		$918K Buy
2,782
+15
+0.5% +$4.6K 0.71% 38
2025
Q2 		$763K Hold
2,767
– – 0.65% 44
2025
Q1 		$466K Buy
2,767
+11
+0.4% +$2.33K 0.46% 60
2024
Q4 		$639K Buy
2,756
+6
+0.2% +$1.11K 0.62% 42
2024
Q3 		$474K Sell
2,750
-1,310
-32% -$210K 0.44% 59
2024
Q2 		$652K Buy
4,060
+1,270
+46% +$178K 0.61% 42
2024
Q1 		$311K Hold
2,790
– – 0.35% 65
2023
Q4 		$311K Buy
+2,790
New +$264K 0.35% 65

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
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
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Williams & Novak's AVGO Position: Q2 2026 in Review

Williams & Novak increased its Broadcom (AVGO) stake by 4.1% in Q2 2026, buying an estimated $52.5K and bringing the position to 3,314 shares worth $1.25M. The position accounts for 0.83% of the portfolio, ranked #37.

Williams & Novak first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 853 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Williams & Novak held 3,314 shares of Broadcom worth $1.25M as of Q2 2026.
  • Williams & Novak bought 131 Broadcom shares in Q2 2026, an estimated $52.5K.
  • Broadcom made up 0.83% of Williams & Novak's portfolio in Q2 2026, its #37 holding.
  • Williams & Novak first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • 853 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.