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Chesley Taft & Associates’s Broadcom AVGO Stock Holding History

Chesley Taft & 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 		$80.4M Sell
212,959
-5,463
-3% -$2.19M 3.13% 6
2026
Q1 		$67.6M Sell
218,422
-38,844
-15% -$12.8M 2.83% 6
2025
Q4 		$89M Buy
257,266
+2,230
+0.9% +$797K 3.51% 4
2025
Q3 		$84.1M Sell
255,036
-15,238
-6% -$4.67M 3.57% 4
2025
Q2 		$74.5M Sell
270,274
-6,674
-2% -$1.45M 3.33% 3
2025
Q1 		$46.4M Sell
276,948
-65,632
-19% -$13.9M 2.24% 8
2024
Q4 		$79.4M Sell
342,580
-6,210
-2% -$1.15M 3.69% 3
2024
Q3 		$60.2M Sell
348,790
-5,510
-2% -$883K 2.87% 5
2024
Q2 		$56.9M Sell
354,300
-5,180
-1% -$726K 2.85% 6
2024
Q1 		$47.6M Sell
359,480
-14,780
-4% -$1.83M 2.44% 6
2023
Q4 		$41.8M Buy
374,260
+1,460
+0.4% +$138K 2.34% 6
2023
Q3 		$31M Sell
372,800
-1,860
-0.5% -$161K 2.01% 8
2023
Q2 		$32.5M Buy
374,660
+137,170
+58% +$9.78M 1.99% 8
2023
Q1 		$15.2M Buy
237,490
+530
+0.2% +$31.9K 1% 29
2022
Q4 		$13.2M Sell
236,960
-123,740
-34% -$6.2M 0.91% 31
2022
Q3 		$16M Buy
360,700
+2,950
+0.8% +$151K 1.18% 24
2022
Q2 		$17.4M Buy
357,750
+1,710
+0.5% +$96K 1.19% 26
2022
Q1 		$20.8M Buy
356,040
+20,190
+6% +$1.2M 1.22% 22
2021
Q4 		$22.3M Buy
335,850
+2,100
+0.6% +$118K 1.16% 23
2021
Q3 		$16.2M Buy
333,750
+2,280
+0.7% +$111K 0.92% 28
2021
Q2 		$15.8M Buy
331,470
+132,150
+66% +$6.12M 0.91% 29
2021
Q1 		$9.74M Buy
199,320
+3,380
+2% +$156K 0.58% 52
2020
Q4 		$8.58M Buy
195,940
+1,550
+0.8% +$60.4K 0.55% 55
2020
Q3 		$7.08M Sell
194,390
-1,560
-0.8% -$52.3K 0.5% 57
2020
Q2 		$6.18M Sell
195,950
-1,480
-0.7% -$41.4K 0.47% 58
2020
Q1 		$4.68M Buy
197,430
+7,150
+4% +$201K 0.43% 63
2019
Q4 		$6.01M Buy
190,280
+1,950
+1% +$59.2K 0.43% 64
2019
Q3 		$5.2M Buy
188,330
+2,080
+1% +$59.1K 0.4% 67
2019
Q2 		$5.36M Buy
186,250
+1,700
+0.9% +$49.5K 0.42% 64
2019
Q1 		$5.55M Buy
184,550
+137,550
+293% +$3.73M 0.46% 62
2018
Q4 		$1.2M Sell
47,000
-12,100
-20% -$286K 0.12% 136
2018
Q3 		$1.46M Sell
59,100
-750
-1% -$16.8K 0.12% 137
2018
Q2 		$1.45M Sell
59,850
-10,700
-15% -$262K 0.12% 137
2018
Q1 		$1.66M Sell
70,550
-3,050
-4% -$76.8K 0.15% 127
2017
Q4 		$1.89M Buy
73,600
+1,250
+2% +$32.5K 0.16% 123
2017
Q3 		$1.75M Sell
72,350
-500
-0.7% -$12.4K 0.15% 128
2017
Q2 		$1.7M Sell
72,850
-1,750
-2% -$40.6K 0.15% 129
2017
Q1 		$1.63M Sell
74,600
-1,500
-2% -$30.9K 0.15% 128
2016
Q4 		$1.34M Buy
76,100
+800
+1% +$13.9K 0.13% 131
2016
Q3 		$1.3M Buy
75,300
+750
+1% +$12.5K 0.13% 127
2016
Q2 		$1.16M Sell
74,550
-750
-1% -$11.4K 0.12% 139
2016
Q1 		$1.16M Buy
75,300
+600
+0.8% +$8.11K 0.12% 136
2015
Q4 		$1.08M Sell
74,700
-39,750
-35% -$517K 0.11% 136
2015
Q3 		$1.43M Sell
114,450
-4,850
-4% -$61.3K 0.16% 113
2015
Q2 		$1.59M Sell
119,300
-15,800
-12% -$207K 0.16% 112
2015
Q1 		$1.72M Sell
135,100
-8,550
-6% -$98K 0.18% 109
2014
Q4 		$1.45M Sell
143,650
-500
-0.3% -$4.47K 0.15% 120
2014
Q3 		$1.25M Sell
144,150
-28,750
-17% -$225K 0.13% 126
2014
Q2 		$1.25M Buy
172,900
+2,750
+2% +$18.5K 0.13% 128
2014
Q1 		$1.1M Sell
170,150
-250
-0.1% -$1.47K 0.12% 134
2013
Q4 		$901K Sell
170,400
-22,750
-12% -$105K 0.09% 167
2013
Q3 		$832K Buy
+193,150
New +$742K 0.09% 165

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Chesley Taft & Associates's AVGO Position: Q2 2026 in Review

Chesley Taft & Associates reduced its Broadcom (AVGO) stake by 2.5% in Q2 2026, selling an estimated $2.19M and leaving 212,959 shares worth $80.4M. The position accounts for 3.13% of the portfolio, ranked #6.

Chesley Taft & Associates first reported a position in AVGO in Q3 2013 and has held it in 52 quarters since. The position peaked at $89M in Q4 2025. 853 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Chesley Taft & Associates held 212,959 shares of Broadcom worth $80.4M as of Q2 2026.
  • Chesley Taft & Associates sold 5,463 Broadcom shares in Q2 2026, an estimated $2.19M.
  • Broadcom made up 3.13% of Chesley Taft & Associates's portfolio in Q2 2026, its #6 holding.
  • Chesley Taft & Associates first reported a position in Broadcom in Q3 2013 and has held it in 52 quarters since.
  • Chesley Taft & Associates's Broadcom position peaked at $89M in Q4 2025.
  • 853 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.