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Cantillon Capital Management’s Broadcom AVGO Stock Holding History

Cantillon Capital Management’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 		$70.5M Sell
186,760
-3,869,242
-95% -$1.55B 10.61% 1
2026
Q1 		$1.26B Sell
4,056,002
-548,299
-12% -$180M 8.34% 1
2025
Q4 		$1.59B Sell
4,604,301
-95,438
-2% -$34.1M 8.62% 1
2025
Q3 		$1.55B Sell
4,699,739
-781,041
-14% -$240M 8.54% 1
2025
Q2 		$1.51B Sell
5,480,780
-826,094
-13% -$179M 8.73% 1
2025
Q1 		$1.06B Sell
6,306,874
-1,063,996
-14% -$225M 6.84% 1
2024
Q4 		$1.71B Buy
7,370,870
+39,477
+0.5% +$7.3M 10.33% 1
2024
Q3 		$1.26B Sell
7,331,393
-389,377
-5% -$62.4M 7.73% 1
2024
Q2 		$1.24B Sell
7,720,770
-396,100
-5% -$55.5M 8.29% 1
2024
Q1 		$1.08B Sell
8,116,870
-1,145,890
-12% -$142M 6.77% 1
2023
Q4 		$1.03B Sell
9,262,760
-224,870
-2% -$21.3M 6.91% 1
2023
Q3 		$788M Sell
9,487,630
-989,540
-9% -$85.8M 5.85% 2
2023
Q2 		$909M Buy
10,477,170
+625,600
+6% +$44.6M 6.35% 1
2023
Q1 		$632M Sell
9,851,570
-156,860
-2% -$9.44M 5.15% 2
2022
Q4 		$560M Sell
10,008,430
-206,460
-2% -$10.4M 4.74% 2
2022
Q3 		$454M Sell
10,214,890
-95,830
-0.9% -$4.9M 4.11% 3
2022
Q2 		$501M Sell
10,310,720
-46,600
-0.4% -$2.62M 4.18% 3
2022
Q1 		$652M Buy
10,357,320
+297,320
+3% +$17.7M 4.66% 3
2021
Q4 		$669M Sell
10,060,000
-767,060
-7% -$43.1M 4.42% 3
2021
Q3 		$525M Sell
10,827,060
-164,860
-1% -$8.02M 3.58% 7
2021
Q2 		$524M Sell
10,991,920
-138,670
-1% -$6.43M 3.53% 9
2021
Q1 		$516M Sell
11,130,590
-418,370
-4% -$19.3M 3.76% 6
2020
Q4 		$506M Sell
11,548,960
-79,000
-0.7% -$3.08M 3.79% 7
2020
Q3 		$424M Sell
11,627,960
-120,340
-1% -$4.03M 3.54% 12
2020
Q2 		$371M Buy
11,748,300
+118,540
+1% +$3.32M 3.22% 12
2020
Q1 		$276M Sell
11,629,760
-14,630
-0.1% -$412K 3.05% 14
2019
Q4 		$368M Sell
11,644,390
-256,120
-2% -$7.78M 3.42% 13
2019
Q3 		$329M Sell
11,900,510
-78,220
-0.7% -$2.22M 3.19% 14
2019
Q2 		$345M Buy
11,978,730
+1,910,990
+19% +$55.7M 3.48% 13
2019
Q1 		$303M Buy
10,067,740
+902,690
+10% +$24.5M 3.22% 13
2018
Q4 		$233M Buy
9,165,050
+84,770
+0.9% +$2M 2.81% 15
2018
Q3 		$224M Sell
9,080,280
-4,850,310
-35% -$109M 2.52% 20
2018
Q2 		$338M Sell
13,930,590
-378,650
-3% -$9.28M 3.64% 13
2018
Q1 		$337M Buy
14,309,240
+2,387,150
+20% +$60.1M 3.83% 13
2017
Q4 		$306M Sell
11,922,090
-858,650
-7% -$22.3M 3.63% 14
2017
Q3 		$310M Buy
12,780,740
+4,514,680
+55% +$112M 3.61% 14
2017
Q2 		$193M Sell
8,266,060
-383,200
-4% -$8.89M 2.41% 21
2017
Q1 		$189M Buy
+8,649,260
New +$178M 2.42% 21

Other funds holding AVGO

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cantillon Capital Management's AVGO Position: Q2 2026 in Review

Cantillon Capital Management reduced its Broadcom (AVGO) stake by 95% in Q2 2026, selling an estimated $1.55B and leaving 186,760 shares worth $70.5M. The position accounts for 10.61% of the portfolio, ranked #1.

Cantillon Capital Management first reported a position in AVGO in Q1 2017 and has held it in 38 quarters since. The position peaked at $1.71B in Q4 2024. 2,972 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Cantillon Capital Management held 186,760 shares of Broadcom worth $70.5M as of Q2 2026.
  • Cantillon Capital Management sold 3,869,242 Broadcom shares in Q2 2026, an estimated $1.55B.
  • Broadcom made up 10.61% of Cantillon Capital Management's portfolio in Q2 2026, its #1 holding.
  • Cantillon Capital Management first reported a position in Broadcom in Q1 2017 and has held it in 38 quarters since.
  • Cantillon Capital Management's Broadcom position peaked at $1.71B in Q4 2024.
  • 2,972 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Cantillon Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.