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Xcel Wealth Management’s Broadcom AVGO Stock Holding History

Xcel 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 		$8.89M Sell
23,529
-1,283
-5% -$514K 2.12% 13
2026
Q1 		$7.68M Sell
24,812
-992
-4% -$326K 2.12% 12
2025
Q4 		$8.93M Buy
25,804
+115
+0.4% +$41.1K 2.27% 12
2025
Q3 		$8.48M Sell
25,689
-1,090
-4% -$334K 2.2% 12
2025
Q2 		$7.38M Buy
26,779
+1,142
+4% +$248K 2.1% 12
2025
Q1 		$4.29M Buy
25,637
+4,098
+19% +$867K 1.34% 18
2024
Q4 		$4.99M Sell
21,539
-157
-0.7% -$29K 1.38% 19
2024
Q3 		$3.74M Sell
21,696
-4,954
-19% -$794K 1.09% 25
2024
Q2 		$4.28M Buy
26,650
+100
+0.4% +$14K 1.34% 22
2024
Q1 		$3.52M Buy
26,550
+40
+0.2% +$4.96K 1.1% 26
2023
Q4 		$2.96M Sell
26,510
-1,240
-4% -$117K 1.04% 27
2023
Q3 		$2.3M Sell
27,750
-20,180
-42% -$1.75M 0.91% 29
2023
Q2 		$4.16M Hold
47,930
– – 1.31% 20
2023
Q1 		$3.07M Sell
47,930
-6,290
-12% -$378K 1.08% 27
2022
Q4 		$3.03M Sell
54,220
-1,930
-3% -$96.8K 1.19% 26
2022
Q3 		$2.49M Hold
56,150
– – 0.93% 31
2022
Q2 		$2.73M Sell
56,150
-21,750
-28% -$1.22M 0.99% 31
2022
Q1 		$4.91M Sell
77,900
-19,140
-20% -$1.14M 1.35% 22
2021
Q4 		$6.46M Buy
97,040
+30
+0% +$1.69K 1.66% 20
2021
Q3 		$4.7M Sell
97,010
-500
-0.5% -$24.3K 1.36% 24
2021
Q2 		$4.65M Buy
97,510
+250
+0.3% +$11.6K 1.4% 23
2021
Q1 		$4.51M Buy
97,260
+620
+0.6% +$28.7K 1.61% 20
2020
Q4 		$4.23M Buy
96,640
+400
+0.4% +$15.6K 1.83% 18
2020
Q3 		$3.51M Sell
96,240
-4,880
-5% -$163K 1.8% 18
2020
Q2 		$3.19M Buy
+101,120
New +$2.83M 1.98% 16
2019
Q4 		– Sell
-18,420
Closed -$508K – 72
2019
Q3 		$508K Hold
18,420
– – 0.47% 44
2019
Q2 		$530K Sell
18,420
-6,750
-27% -$197K 0.52% 43
2019
Q1 		$756K Sell
25,170
-200
-0.8% -$5.42K 0.78% 38
2018
Q4 		$645K Buy
+25,370
New +$599K 0.79% 33

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
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
Ninety One (UK)
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Xcel Wealth Management's AVGO Position: Q2 2026 in Review

Xcel Wealth Management reduced its Broadcom (AVGO) stake by 5.2% in Q2 2026, selling an estimated $514K and leaving 23,529 shares worth $8.89M. The position accounts for 2.12% of the portfolio, ranked #13.

Xcel Wealth Management first reported a position in AVGO in Q4 2018 and has held it in 29 quarters since. The position peaked at $8.93M in Q4 2025. 2,081 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Xcel Wealth Management held 23,529 shares of Broadcom worth $8.89M as of Q2 2026.
  • Xcel Wealth Management sold 1,283 Broadcom shares in Q2 2026, an estimated $514K.
  • Broadcom made up 2.12% of Xcel Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Xcel Wealth Management first reported a position in Broadcom in Q4 2018 and has held it in 29 quarters since.
  • Xcel Wealth Management's Broadcom position peaked at $8.93M in Q4 2025.
  • 2,081 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.