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Wolff Financial Management’s Broadcom AVGO Stock Holding History

Wolff Financial 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 		$403K Buy
1,068
+2
+0.2% +$802 0.08% 79
2026
Q1 		$330K Buy
1,066
+2
+0.2% +$658 0.07% 87
2025
Q4 		$368K Buy
1,064
+2
+0.2% +$715 0.08% 81
2025
Q3 		$350K Buy
1,062
+2
+0.2% +$614 0.08% 82
2025
Q2 		$292K Buy
+1,060
New +$230K 0.08% 82
2025
Q1 		– Sell
-1,054
Closed -$244K – 98
2024
Q4 		$244K Buy
+1,054
New +$195K 0.07% 88

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

Wolff Financial Management's AVGO Position: Q2 2026 in Review

Wolff Financial Management increased its Broadcom (AVGO) stake by 0.19% in Q2 2026, buying an estimated $802 and bringing the position to 1,068 shares worth $403K. The position accounts for 0.08% of the portfolio, ranked #79.

Wolff Financial Management first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. 1,128 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Wolff Financial Management held 1,068 shares of Broadcom worth $403K as of Q2 2026.
  • Wolff Financial Management bought 2 Broadcom shares in Q2 2026, an estimated $802.
  • Broadcom made up 0.08% of Wolff Financial Management's portfolio in Q2 2026, its #79 holding.
  • Wolff Financial Management first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
  • 1,128 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.