AG
AVGO icon

Ascent Group’s Broadcom AVGO Stock Holding History

Ascent Group’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 		$30.6M Sell
81,070
-691
-0.8% -$277K 0.92% 18
2026
Q1 		$25.3M Sell
81,761
-805
-1% -$265K 0.88% 23
2025
Q4 		$28.6M Buy
82,566
+2,600
+3% +$930K 0.98% 22
2025
Q3 		$26.4M Buy
79,966
+14,879
+23% +$4.56M 0.93% 22
2025
Q2 		$17.9M Sell
65,087
-11,199
-15% -$2.43M 0.7% 33
2025
Q1 		$12.8M Buy
76,286
+25,112
+49% +$5.31M 0.55% 42
2024
Q4 		$11.9M Buy
51,174
+2,540
+5% +$470K 0.89% 18
2024
Q3 		$8.39M Sell
48,634
-1,306
-3% -$209K 0.64% 34
2024
Q2 		$8.02M Buy
49,940
+7,430
+17% +$1.04M 0.65% 31
2024
Q1 		$5.63M Sell
42,510
-4,840
-10% -$600K 0.5% 43
2023
Q4 		$5.99M Buy
47,350
+1,390
+3% +$132K 0.57% 32
2023
Q3 		$4.19M Buy
45,960
+35,260
+330% +$3.06M 0.46% 47
2023
Q2 		$945K Sell
10,700
-510
-5% -$36.4K 0.1% 243
2023
Q1 		$719K Sell
11,210
-2,750
-20% -$165K 0.08% 269
2022
Q4 		$781K Buy
13,960
+490
+4% +$24.6K 0.09% 245
2022
Q3 		$633K Buy
13,470
+1,100
+9% +$56.2K 0.08% 254
2022
Q2 		$662K Sell
12,370
-1,830
-13% -$103K 0.08% 259
2022
Q1 		$894K Buy
14,200
+8,900
+168% +$529K 0.1% 231
2021
Q4 		$283K Buy
+5,300
New +$298K 0.04% 383

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

Ascent Group's AVGO Position: Q2 2026 in Review

Ascent Group reduced its Broadcom (AVGO) stake by 0.85% in Q2 2026, selling an estimated $277K and leaving 81,070 shares worth $30.6M. The position accounts for 0.92% of the portfolio, ranked #18.

Ascent Group first reported a position in AVGO in Q4 2021 and has held it in 19 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Ascent Group held 81,070 shares of Broadcom worth $30.6M as of Q2 2026.
  • Ascent Group sold 691 Broadcom shares in Q2 2026, an estimated $277K.
  • Broadcom made up 0.92% of Ascent Group's portfolio in Q2 2026, its #18 holding.
  • Ascent Group first reported a position in Broadcom in Q4 2021 and has held it in 19 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.