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Atalanta Sosnoff Capital’s Broadcom AVGO Stock Holding History

Atalanta Sosnoff Capital’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 		$201M Sell
532,295
-39,845
-7% -$16M 3.54% 5
2026
Q1 		$177M Buy
572,140
+10,812
+2% +$3.56M 3.8% 6
2025
Q4 		$194M Sell
561,328
-20,695
-4% -$7.4M 3.79% 8
2025
Q3 		$192M Sell
582,023
-94,125
-14% -$28.9M 3.68% 8
2025
Q2 		$186M Buy
676,148
+92,765
+16% +$20.1M 3.78% 7
2025
Q1 		$97.7M Sell
583,383
-109,306
-16% -$23.1M 2.34% 14
2024
Q4 		$161M Sell
692,689
-39,539
-5% -$7.31M 3.49% 6
2024
Q3 		$126M Buy
732,228
+41,258
+6% +$6.61M 2.71% 7
2024
Q2 		$111M Buy
690,970
+45,980
+7% +$6.44M 2.5% 9
2024
Q1 		$85.5M Sell
644,990
-50,740
-7% -$6.29M 1.97% 9
2023
Q4 		$77.7M Sell
695,730
-9,730
-1% -$921K 2% 12
2023
Q3 		$58.6M Sell
705,460
-225,110
-24% -$19.5M 1.74% 16
2023
Q2 		$80.7M Sell
930,570
-297,290
-24% -$21.2M 2.19% 11
2023
Q1 		$78.8M Sell
1,227,860
-160,400
-12% -$9.65M 2.29% 9
2022
Q4 		$77.6M Sell
1,388,260
-141,190
-9% -$7.08M 2.39% 10
2022
Q3 		$67.9M Buy
1,529,450
+10,060
+0.7% +$514K 2.14% 17
2022
Q2 		$73.8M Buy
1,519,390
+476,530
+46% +$26.7M 2.23% 12
2022
Q1 		$65.7M Buy
1,042,860
+647,760
+164% +$38.5M 1.54% 21
2021
Q4 		$26.3M Buy
395,100
+25,330
+7% +$1.42M 0.57% 49
2021
Q3 		$17.9M Buy
369,770
+900
+0.2% +$43.8K 0.42% 49
2021
Q2 		$17.6M Sell
368,870
-75,100
-17% -$3.48M 0.41% 48
2021
Q1 		$20.6M Buy
443,970
+60,610
+16% +$2.8M 0.51% 50
2020
Q4 		$16.8M Buy
383,360
+7,490
+2% +$292K 0.43% 57
2020
Q3 		$13.7M Buy
375,870
+71,970
+24% +$2.41M 0.39% 60
2020
Q2 		$9.59M Buy
303,900
+119,480
+65% +$3.34M 0.29% 64
2020
Q1 		$4.37M Buy
+184,420
New +$5.2M 0.16% 73

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

Atalanta Sosnoff Capital's AVGO Position: Q2 2026 in Review

Atalanta Sosnoff Capital reduced its Broadcom (AVGO) stake by 7% in Q2 2026, selling an estimated $16M and leaving 532,295 shares worth $201M. The position accounts for 3.54% of the portfolio, ranked #5.

Atalanta Sosnoff Capital first reported a position in AVGO in Q1 2020 and has held it in 26 quarters since. 4,801 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Atalanta Sosnoff Capital held 532,295 shares of Broadcom worth $201M as of Q2 2026.
  • Atalanta Sosnoff Capital sold 39,845 Broadcom shares in Q2 2026, an estimated $16M.
  • Broadcom made up 3.54% of Atalanta Sosnoff Capital's portfolio in Q2 2026, its #5 holding.
  • Atalanta Sosnoff Capital first reported a position in Broadcom in Q1 2020 and has held it in 26 quarters since.
  • 4,801 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Atalanta Sosnoff Capital's 13F filing for Q2 2026, filed 12 Aug 2026.