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Albert D. Mason Inc’s Broadcom AVGO Stock Holding History

Albert D. Mason Inc’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 		$791K Sell
2,095
-12
-0.6% -$4.81K 0.45% 73
2026
Q1 		$652K Sell
2,107
-69
-3% -$22.7K 0.42% 84
2025
Q4 		$753K Sell
2,176
-23
-1% -$8.22K 0.5% 72
2025
Q3 		$725K Sell
2,199
-54
-2% -$16.6K 0.47% 77
2025
Q2 		$621K Buy
2,253
+83
+4% +$18K 0.45% 81
2025
Q1 		$363K Buy
2,170
+331
+18% +$70.1K 0.25% 108
2024
Q4 		$426K Buy
1,839
+93
+5% +$17.2K 0.28% 103
2024
Q3 		$301K Buy
1,746
+76
+5% +$12.2K 0.19% 124
2024
Q2 		$268K Buy
+1,670
New +$234K 0.18% 127

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

Albert D. Mason Inc's AVGO Position: Q2 2026 in Review

Albert D. Mason Inc reduced its Broadcom (AVGO) stake by 0.57% in Q2 2026, selling an estimated $4.81K and leaving 2,095 shares worth $791K. The position accounts for 0.45% of the portfolio, ranked #73.

Albert D. Mason Inc first reported a position in AVGO in Q2 2024 and has held it in 9 quarters since. 1,170 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Albert D. Mason Inc held 2,095 shares of Broadcom worth $791K as of Q2 2026.
  • Albert D. Mason Inc sold 12 Broadcom shares in Q2 2026, an estimated $4.81K.
  • Broadcom made up 0.45% of Albert D. Mason Inc's portfolio in Q2 2026, its #73 holding.
  • Albert D. Mason Inc first reported a position in Broadcom in Q2 2024 and has held it in 9 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Albert D. Mason Inc's 13F filing for Q2 2026, filed 22 Jul 2026.