Bouvel Investment Partners’s Broadcom AVGO Stock Holding History

Bouvel Investment Partners’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	$9.98M	Sell	26,430 -9,804	-27%	-$3.93M	2.26%	11
2026 Q1	$11.2M	Buy	36,234 +224	+0.6%	+$73.7K	3.25%	4
2025 Q4	$12.5M	Buy	36,010 +835	+2%	+$299K	3.59%	3
2025 Q3	$11.6M	Sell	35,175 -356	-1%	-$109K	3.55%	4
2025 Q2	$9.79M	Buy	+35,531	New	+$7.72M	3.31%	7

Other funds holding AVGO

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Bouvel Investment Partners's AVGO Position: Q2 2026 in Review

Bouvel Investment Partners reduced its Broadcom (AVGO) stake by 27% in Q2 2026, selling an estimated $3.93M and leaving 26,430 shares worth $9.98M. The position accounts for 2.26% of the portfolio, ranked #11.

Bouvel Investment Partners first reported a position in AVGO in Q2 2025 and has held it in 5 quarters since. The position peaked at $12.5M in Q4 2025. 1,389 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Bouvel Investment Partners held 26,430 shares of Broadcom worth $9.98M as of Q2 2026.
Bouvel Investment Partners sold 9,804 Broadcom shares in Q2 2026, an estimated $3.93M.
Broadcom made up 2.26% of Bouvel Investment Partners's portfolio in Q2 2026, its #11 holding.
Bouvel Investment Partners first reported a position in Broadcom in Q2 2025 and has held it in 5 quarters since.
Bouvel Investment Partners's Broadcom position peaked at $12.5M in Q4 2025.
1,389 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Bouvel Investment Partners's 13F filing for Q2 2026, filed 17 Jul 2026.