AustralianSuper’s Broadcom AVGO Stock Holding History

AustralianSuper’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 Q1	$742M	Sell	2,397,962 -727,034	-23%	-$239M	3.87%	4
2025 Q4	$1.08B	Buy	3,124,996 +790,989	+34%	+$283M	5.03%	4
2025 Q3	$770M	Buy	2,334,007 +345,892	+17%	+$106M	3.64%	5
2025 Q2	$548M	Buy	1,988,115 +327,346	+20%	+$71.1M	2.77%	5
2025 Q1	$278M	Buy	1,660,769 +1,245,805	+300%	+$264M	1.57%	12
2024 Q4	$96.2M	Buy	414,964 +335,173	+420%	+$62M	0.45%	65
2024 Q3	$13.8M	Buy	79,791 +57,271	+254%	+$9.18M	0.07%	95
2024 Q2	$3.62M	Sell	22,520 -88,240	-80%	-$12.4M	0.02%	158
2024 Q1	$15M	Buy	110,760 +21,060	+23%	+$2.61M	0.09%	99
2023 Q4	$10M	Sell	89,700 -25,340	-22%	-$2.4M	0.06%	127
2023 Q3	$9.55M	Buy	115,040 +42,080	+58%	+$3.65M	0.06%	120
2023 Q2	$6.33M	Sell	72,960 -1,710	-2%	-$122K	0.04%	154
2023 Q1	$4.79M	Buy	+74,670	New	+$4.49M	0.03%	157

Other funds holding AVGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AustralianSuper's AVGO Position: Q1 2026 in Review

AustralianSuper reduced its Broadcom (AVGO) stake by 23% in Q1 2026, selling an estimated $239M and leaving 2,397,962 shares worth $742M. The position accounts for 3.87% of the portfolio, ranked #4.

AustralianSuper first reported a position in AVGO in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.08B in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

AustralianSuper held 2,397,962 shares of Broadcom worth $742M as of Q1 2026.
AustralianSuper sold 727,034 Broadcom shares in Q1 2026, an estimated $239M.
Broadcom made up 3.87% of AustralianSuper's portfolio in Q1 2026, its #4 holding.
AustralianSuper first reported a position in Broadcom in Q1 2023 and has held it in 13 quarters since.
AustralianSuper's Broadcom position peaked at $1.08B in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on AustralianSuper's 13F filing for Q1 2026, filed 7 May 2026.