WH
AVGO icon

Willner & Heller’s Broadcom AVGO Stock Holding History

Willner & Heller’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 		$2.29M Sell
6,070
-152
-2% -$60.9K 1.44% 15
2026
Q1 		$1.93M Buy
6,222
+48
+0.8% +$15.8K 1.44% 14
2025
Q4 		$2.14M Sell
6,174
-2,574
-29% -$920K 1.54% 10
2025
Q3 		$2.89M Sell
8,748
-46
-0.5% -$14.1K 2.22% 7
2025
Q2 		$2.42M Sell
8,794
-78
-0.9% -$16.9K 2.04% 7
2025
Q1 		$1.49M Buy
8,872
+318
+4% +$67.3K 1.37% 14
2024
Q4 		$1.98M Sell
8,554
-358
-4% -$66.2K 1.74% 10
2024
Q3 		$1.54M Sell
8,912
-78
-0.9% -$12.5K 1.37% 13
2024
Q2 		$1.44M Buy
8,990
+30
+0.3% +$4.2K 1.38% 12
2024
Q1 		$1.19M Sell
8,960
-200
-2% -$24.8K 1.18% 19
2023
Q4 		$1.02M Buy
+9,160
New +$867K 1.14% 20
2022
Q4 		$594K Sell
10,620
-2,140
-17% -$107K 0.84% 41
2022
Q3 		$567K Buy
12,760
+110
+0.9% +$5.62K 0.91% 36
2022
Q2 		$614K Buy
12,650
+190
+2% +$10.7K 0.96% 35
2022
Q1 		$829K Buy
12,460
+70
+0.6% +$4.16K 1.02% 26
2021
Q4 		$601K Buy
+12,390
New +$696K 0.8% 42

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

Willner & Heller's AVGO Position: Q2 2026 in Review

Willner & Heller reduced its Broadcom (AVGO) stake by 2.4% in Q2 2026, selling an estimated $60.9K and leaving 6,070 shares worth $2.29M. The position accounts for 1.44% of the portfolio, ranked #15.

Willner & Heller first reported a position in AVGO in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.89M in Q3 2025. 853 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Willner & Heller held 6,070 shares of Broadcom worth $2.29M as of Q2 2026.
  • Willner & Heller sold 152 Broadcom shares in Q2 2026, an estimated $60.9K.
  • Broadcom made up 1.44% of Willner & Heller's portfolio in Q2 2026, its #15 holding.
  • Willner & Heller first reported a position in Broadcom in Q4 2021 and has held it in 16 quarters since.
  • Willner & Heller's Broadcom position peaked at $2.89M in Q3 2025.
  • 853 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.