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Chatterton & Associates’s Broadcom AVGO Stock Holding History

Chatterton & Associates’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 		$754K Buy
1,881
+70
+4% +$28.1K 0.44% 44
2026
Q1 		$643K Buy
1,811
+202
+13% +$66.5K 0.45% 48
2025
Q4 		$557K Buy
+1,609
New +$575K 0.48% 47

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

Chatterton & Associates's AVGO Position: Q2 2026 in Review

Chatterton & Associates increased its Broadcom (AVGO) stake by 3.9% in Q2 2026, buying an estimated $28.1K and bringing the position to 1,881 shares worth $754K. The position accounts for 0.44% of the portfolio, ranked #44.

Chatterton & Associates first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. 2,972 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Chatterton & Associates held 1,881 shares of Broadcom worth $754K as of Q2 2026.
  • Chatterton & Associates bought 70 Broadcom shares in Q2 2026, an estimated $28.1K.
  • Broadcom made up 0.44% of Chatterton & Associates's portfolio in Q2 2026, its #44 holding.
  • Chatterton & Associates first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
  • 2,972 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Chatterton & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.