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Chase Investment Counsel’s Broadcom AVGO Stock Holding History

Chase Investment Counsel’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 		$8.85M Sell
23,421
-2,891
-11% -$1.16M 1.87% 20
2026
Q1 		$8.14M Sell
26,312
-6,084
-19% -$2M 2.14% 16
2025
Q4 		$11.2M Buy
32,396
+1,896
+6% +$678K 3.14% 4
2025
Q3 		$10.1M Buy
30,500
+378
+1% +$116K 2.98% 5
2025
Q2 		$8.3M Sell
30,122
-745
-2% -$162K 2.65% 6
2025
Q1 		$5.17M Buy
30,867
+1,574
+5% +$333K 1.89% 20
2024
Q4 		$6.79M Sell
29,293
-1,032
-3% -$191K 2.18% 9
2024
Q3 		$5.23M Sell
30,325
-6,225
-17% -$998K 1.74% 24
2024
Q2 		$5.87M Sell
36,550
-7,990
-18% -$1.12M 2.08% 9
2024
Q1 		$5.9M Buy
44,540
+70
+0.2% +$8.67K 2.2% 7
2023
Q4 		$4.96M Sell
44,470
-350
-0.8% -$33.1K 2.19% 11
2023
Q3 		$3.72M Sell
44,820
-9,870
-18% -$856K 1.86% 17
2023
Q2 		$4.74M Buy
+54,690
New +$3.9M 2.39% 7
2022
Q4 		– Sell
-7,570
Closed -$336K – 92
2022
Q3 		$336K Hold
7,570
– – 0.21% 65
2022
Q2 		$367K Buy
7,570
+490
+7% +$27.5K 0.2% 73
2022
Q1 		$445K Sell
7,080
-70
-1% -$4.16K 0.19% 69
2021
Q4 		$475K Buy
7,150
+50
+0.7% +$2.81K 0.19% 73
2021
Q3 		$344K Hold
7,100
– – 0.15% 81
2021
Q2 		$338K Buy
7,100
+160
+2% +$7.41K 0.14% 84
2021
Q1 		$321K Buy
6,940
+150
+2% +$6.94K 0.15% 85
2020
Q4 		$297K Buy
6,790
+500
+8% +$19.5K 0.13% 90
2020
Q3 		$229K Buy
+6,290
New +$211K 0.11% 89
2018
Q2 		– Sell
-77,990
Closed -$1.84M – 88
2018
Q1 		$1.84M Sell
77,990
-75,240
-49% -$1.89M 0.95% 38
2017
Q4 		$3.94M Sell
153,230
-10,900
-7% -$283K 2.07% 22
2017
Q3 		$3.98M Sell
164,130
-31,340
-16% -$775K 2.09% 19
2017
Q2 		$4.55M Sell
195,470
-18,000
-8% -$418K 2.21% 18
2017
Q1 		$4.67M Sell
213,470
-24,090
-10% -$496K 2.25% 18
2016
Q4 		$4.2M Buy
+237,560
New +$4.12M 2.09% 17

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

Chase Investment Counsel's AVGO Position: Q2 2026 in Review

Chase Investment Counsel reduced its Broadcom (AVGO) stake by 11% in Q2 2026, selling an estimated $1.16M and leaving 23,421 shares worth $8.85M. The position accounts for 1.87% of the portfolio, ranked #20.

Chase Investment Counsel first reported a position in AVGO in Q4 2016 and has held it in 28 quarters since. The position peaked at $11.2M in Q4 2025. 4,848 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Chase Investment Counsel held 23,421 shares of Broadcom worth $8.85M as of Q2 2026.
  • Chase Investment Counsel sold 2,891 Broadcom shares in Q2 2026, an estimated $1.16M.
  • Broadcom made up 1.87% of Chase Investment Counsel's portfolio in Q2 2026, its #20 holding.
  • Chase Investment Counsel first reported a position in Broadcom in Q4 2016 and has held it in 28 quarters since.
  • Chase Investment Counsel's Broadcom position peaked at $11.2M in Q4 2025.
  • 4,848 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Chase Investment Counsel's 13F filing for Q2 2026, filed 6 Aug 2026.