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Catherine Avery Investment Management’s Broadcom AVGO Stock Holding History

Catherine Avery Investment 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 		$6.74M Sell
17,835
-2,548
-13% -$1.02M 2.94% 10
2026
Q1 		$6.31M Buy
20,383
+4,803
+31% +$1.58M 2.82% 15
2025
Q4 		$5.39M Sell
15,580
-87
-0.6% -$31.1K 3.23% 5
2025
Q3 		$5.17M Sell
15,667
-953
-6% -$292K 3.33% 4
2025
Q2 		$4.58M Buy
16,620
+1,214
+8% +$264K 3.48% 3
2025
Q1 		$2.58M Sell
15,406
-5,560
-27% -$1.18M 2.31% 23
2024
Q4 		$4.86M Buy
+20,966
New +$3.88M 4.29% 1

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

Catherine Avery Investment Management's AVGO Position: Q2 2026 in Review

Catherine Avery Investment Management reduced its Broadcom (AVGO) stake by 13% in Q2 2026, selling an estimated $1.02M and leaving 17,835 shares worth $6.74M. The position accounts for 2.94% of the portfolio, ranked #10.

Catherine Avery Investment Management first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 4,814 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Catherine Avery Investment Management held 17,835 shares of Broadcom worth $6.74M as of Q2 2026.
  • Catherine Avery Investment Management sold 2,548 Broadcom shares in Q2 2026, an estimated $1.02M.
  • Broadcom made up 2.94% of Catherine Avery Investment Management's portfolio in Q2 2026, its #10 holding.
  • Catherine Avery Investment Management first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • 4,814 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.