Avity Investment Management’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$996K Sell
2,637
-55
-2% -$22.1K 0.06% 70
2026
Q1
$833K Sell
2,692
-108
-4% -$35.5K 0.06% 72
2025
Q4
$969K Sell
2,800
-45
-2% -$16.1K 0.07% 66
2025
Q3
$939K Sell
2,845
-50
-2% -$15.3K 0.07% 65
2025
Q2
$798K Buy
2,895
+535
+23% +$116K 0.06% 67
2025
Q1
$395K Buy
2,360
+70
+3% +$14.8K 0.03% 82
2024
Q4
$531K Hold
2,290
0.04% 73
2024
Q3
$395K Hold
2,290
0.03% 82
2024
Q2
$368K Hold
2,290
0.03% 85
2024
Q1
$304K Buy
+2,290
New +$284K 0.03% 90

Other funds holding AVGO

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

Avity Investment Management reduced its Broadcom (AVGO) stake by 2% in Q2 2026, selling an estimated $22.1K and leaving 2,637 shares worth $996K. The position accounts for 0.06% of the portfolio, ranked #70.

Avity Investment Management first reported a position in AVGO in Q1 2024 and has held it in 10 quarters since. 1,613 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Avity Investment Management held 2,637 shares of Broadcom worth $996K as of Q2 2026.
  • Avity Investment Management sold 55 Broadcom shares in Q2 2026, an estimated $22.1K.
  • Broadcom made up 0.06% of Avity Investment Management's portfolio in Q2 2026, its #70 holding.
  • Avity Investment Management first reported a position in Broadcom in Q1 2024 and has held it in 10 quarters since.
  • 1,613 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Avity Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.