Cerity Partners’s Broadcom AVGO Stock Holding History

Cerity 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	–	Sell	-1,000	Closed	-$310K	–	3416
2026 Q1	$310K	Buy	+1,000	New	+$329K	﹤0.01%	2589

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cerity Partners's AVGO Position: Q2 2026 in Review

Cerity Partners increased its Broadcom (AVGO) stake by 1.3% in Q2 2026, buying an estimated $15.6M and bringing the position to 3,055,390 shares worth $1.15B. The position accounts for 1.4% of the portfolio, ranked #11.

Cerity Partners first reported a position in AVGO in Q1 2017 and has held it in 35 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Cerity Partners held 3,055,390 shares of Broadcom worth $1.15B as of Q2 2026.
Cerity Partners bought 38,886 Broadcom shares in Q2 2026, an estimated $15.6M.
Broadcom made up 1.4% of Cerity Partners's portfolio in Q2 2026, its #11 holding.
Cerity Partners first reported a position in Broadcom in Q1 2017 and has held it in 35 quarters since.
4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.