AIM
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Alphinity Investment Management’s Broadcom AVGO Stock Holding History

Alphinity Investment 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 		$161M Sell
426,229
-99,550
-19% -$39.9M 2.68% 19
2026
Q1 		$163M Sell
525,779
-247,677
-32% -$81.5M 2.86% 18
2025
Q4 		$268M Buy
773,456
+59,659
+8% +$21.3M 2.71% 20
2025
Q3 		$235M Buy
+713,797
New +$219M 2.3% 22

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Alphinity Investment Management's AVGO Position: Q2 2026 in Review

Alphinity Investment Management reduced its Broadcom (AVGO) stake by 19% in Q2 2026, selling an estimated $39.9M and leaving 426,229 shares worth $161M. The position accounts for 2.68% of the portfolio, ranked #19.

Alphinity Investment Management first reported a position in AVGO in Q3 2025 and has held it in 4 quarters since. The position peaked at $268M in Q4 2025. 4,834 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Alphinity Investment Management held 426,229 shares of Broadcom worth $161M as of Q2 2026.
  • Alphinity Investment Management sold 99,550 Broadcom shares in Q2 2026, an estimated $39.9M.
  • Broadcom made up 2.68% of Alphinity Investment Management's portfolio in Q2 2026, its #19 holding.
  • Alphinity Investment Management first reported a position in Broadcom in Q3 2025 and has held it in 4 quarters since.
  • Alphinity Investment Management's Broadcom position peaked at $268M in Q4 2025.
  • 4,834 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Alphinity Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.