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Bollard Group’s Broadcom AVGO Stock Holding History

Bollard 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 		$286K Buy
758
+14
+2% +$5.61K 0.01% 152
2026
Q1 		$230K Buy
744
+137
+23% +$45.1K 0.01% 169
2025
Q4 		$210K Buy
+607
New +$217K 0.01% 180
2023
Q3 		– Sell
-300
Closed -$26K – 387
2023
Q2 		$26K Buy
+300
New +$21.4K ﹤0.01% 240

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

Bollard Group's AVGO Position: Q2 2026 in Review

Bollard Group increased its Broadcom (AVGO) stake by 1.9% in Q2 2026, buying an estimated $5.61K and bringing the position to 758 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #152.

Bollard Group first reported a position in AVGO in Q2 2023 and has held it in 4 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Bollard Group held 758 shares of Broadcom worth $286K as of Q2 2026.
  • Bollard Group bought 14 Broadcom shares in Q2 2026, an estimated $5.61K.
  • Broadcom made up 0.01% of Bollard Group's portfolio in Q2 2026, its #152 holding.
  • Bollard Group first reported a position in Broadcom in Q2 2023 and has held it in 4 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Bollard Group's 13F filing for Q2 2026, filed 12 Aug 2026.