Alta Advisers’s Broadcom AVGO Stock Holding History

Alta Advisers’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	$6.9M	Hold	18,279	–	–	1.57%	12
2026 Q1	$5.66M	Hold	18,279	–	–	2.05%	9
2025 Q4	$6.33M	Sell	18,279 -5,720	-24%	-$2.05M	2.29%	9
2025 Q3	$7.92M	Sell	23,999 -200	-0.8%	-$61.4K	2.42%	9
2025 Q2	$6.67M	Hold	24,199	–	–	2.37%	8
2025 Q1	$4.05M	Buy	24,199 +8,600	+55%	+$1.82M	1.73%	11
2024 Q4	$3.62M	Buy	15,599 +2,589	+20%	+$479K	2.28%	11
2024 Q3	$2.24M	Buy	13,010 +800	+7%	+$128K	1.03%	12
2024 Q2	$1.96M	Buy	12,210 +300	+3%	+$42K	0.94%	13
2024 Q1	$1.58M	Hold	11,910	–	–	0.78%	13
2023 Q4	$1.33M	Buy	11,910 +910	+8%	+$86.2K	0.71%	15
2023 Q3	$914K	Hold	11,000	–	–	0.53%	19
2023 Q2	$954K	Hold	11,000	–	–	0.54%	19
2023 Q1	$706K	Hold	11,000	–	–	0.42%	24
2022 Q4	$615K	Hold	11,000	–	–	0.37%	29
2022 Q3	$488K	Buy	+11,000	New	+$562K	0.31%	32

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Alta Advisers's AVGO Position: Q2 2026 in Review

Alta Advisers held its Broadcom (AVGO) position steady in Q2 2026 at 18,279 shares worth $6.9M. The position accounts for 1.57% of the portfolio, ranked #12.

Alta Advisers first reported a position in AVGO in Q3 2022 and has held it in 16 quarters since. The position peaked at $7.92M in Q3 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Alta Advisers held 18,279 shares of Broadcom worth $6.9M as of Q2 2026.
Alta Advisers left its Broadcom share count unchanged in Q2 2026.
Broadcom made up 1.57% of Alta Advisers's portfolio in Q2 2026, its #12 holding.
Alta Advisers first reported a position in Broadcom in Q3 2022 and has held it in 16 quarters since.
Alta Advisers's Broadcom position peaked at $7.92M in Q3 2025.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Alta Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.