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Blue Trust Inc’s Broadcom AVGO Stock Holding History

Blue Trust Inc’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 		$12M Sell
31,825
-4,509
-12% -$1.81M 0.13% 54
2026
Q1 		$11.2M Sell
36,334
-1,464
-4% -$482K 0.13% 55
2025
Q4 		$13.1M Buy
37,798
+517
+1% +$185K 0.15% 52
2025
Q3 		$12.3M Sell
37,281
-198
-0.5% -$60.7K 0.14% 50
2025
Q2 		$10.3M Buy
37,479
+238
+0.6% +$51.7K 0.12% 58
2025
Q1 		$6.24M Buy
37,241
+7,750
+26% +$1.64M 0.08% 80
2024
Q4 		$6.84M Buy
29,491
+23,086
+360% +$4.27M 0.09% 73
2024
Q3 		$10.3M Sell
6,405
-34,635
-84% -$5.55M 0.13% 57
2024
Q2 		$5.44M Buy
41,040
+22,290
+119% +$3.12M 0.07% 70
2024
Q1 		$2.49M Buy
18,750
+770
+4% +$95.4K 0.04% 97
2023
Q4 		$1.49M Buy
17,980
+4,630
+35% +$438K 0.02% 132
2023
Q3 		$1.16M Buy
13,350
+7,390
+124% +$641K 0.02% 155
2023
Q2 		$382K Sell
5,960
-10,950
-65% -$781K 0.01% 271
2023
Q1 		$946K Sell
16,910
-1,540
-8% -$92.7K 0.02% 193
2022
Q4 		$819K Buy
18,450
+9,810
+114% +$492K 0.01% 192
2022
Q3 		$420K Buy
8,640
+1,460
+20% +$74.6K 0.01% 223
2022
Q2 		$452K Buy
+7,180
New +$403K 0.01% 208

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

Blue Trust Inc's AVGO Position: Q2 2026 in Review

Blue Trust Inc reduced its Broadcom (AVGO) stake by 12% in Q2 2026, selling an estimated $1.81M and leaving 31,825 shares worth $12M. The position accounts for 0.13% of the portfolio, ranked #54.

Blue Trust Inc first reported a position in AVGO in Q2 2022 and has held it in 17 quarters since. The position peaked at $13.1M in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Blue Trust Inc held 31,825 shares of Broadcom worth $12M as of Q2 2026.
  • Blue Trust Inc sold 4,509 Broadcom shares in Q2 2026, an estimated $1.81M.
  • Broadcom made up 0.13% of Blue Trust Inc's portfolio in Q2 2026, its #54 holding.
  • Blue Trust Inc first reported a position in Broadcom in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Broadcom position peaked at $13.1M in Q4 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.