CPIG
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Chicago Partners Investment Group’s Broadcom AVGO Stock Holding History

Chicago Partners Investment Group’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 		$22.6M Buy
57,458
+12,999
+29% +$5.21M 0.45% 48
2026
Q1 		$18.8M Buy
44,459
+18,170
+69% +$5.98M 0.42% 53
2025
Q4 		$8.41M Buy
26,289
+2,587
+11% +$925K 0.21% 93
2025
Q3 		$8.84M Buy
23,702
+3,818
+19% +$1.17M 0.23% 82
2025
Q2 		$5.64M Buy
19,884
+2,824
+17% +$613K 0.16% 130
2025
Q1 		$3.49M Buy
17,060
+1,419
+9% +$300K 0.12% 159
2024
Q4 		$3.59M Buy
15,641
+1,396
+10% +$258K 0.12% 153
2024
Q3 		$2.47M Sell
14,245
-111,505
-89% -$17.9M 0.09% 188
2024
Q2 		$1.8M Buy
125,750
+113,380
+917% +$15.9M 0.07% 225
2024
Q1 		$1.55M Buy
12,370
+490
+4% +$60.7K 0.07% 243
2023
Q4 		$1.49M Sell
11,880
-1,000
-8% -$94.7K 0.07% 243
2023
Q3 		$1.11M Buy
12,880
+2,040
+19% +$177K 0.06% 269
2023
Q2 		$968K Buy
10,840
+250
+2% +$17.8K 0.05% 294
2023
Q1 		$672K Buy
10,590
+2,340
+28% +$141K 0.04% 325
2022
Q4 		$507K Buy
8,250
+770
+10% +$38.6K 0.03% 370
2022
Q3 		$356K Buy
7,480
+320
+4% +$16.3K 0.03% 407
2022
Q2 		$383K Buy
7,160
+500
+8% +$28.1K 0.03% 386
2022
Q1 		$380K Buy
6,660
+360
+6% +$21.4K 0.03% 373
2021
Q4 		$365K Buy
6,300
+60
+1% +$3.37K 0.03% 397
2021
Q3 		$347K Buy
6,240
+260
+4% +$12.6K 0.02% 416
2021
Q2 		$288K Buy
5,980
+270
+5% +$12.5K 0.02% 435
2021
Q1 		$269K Buy
5,710
+800
+16% +$37K 0.02% 428
2020
Q4 		$229K Buy
+4,910
New +$191K 0.02% 414
2018
Q4 		– Sell
-590
Closed -$12K – 359
2018
Q3 		$12K Hold
590
– – ﹤0.01% 772
2018
Q2 		$14K Buy
+590
New +$14.5K ﹤0.01% 730
2017
Q4 		– Sell
-120
Closed -$3K – 875
2017
Q3 		$3K Buy
+120
New +$2.97K ﹤0.01% 900

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

Chicago Partners Investment Group's AVGO Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Broadcom (AVGO) stake by 29% in Q2 2026, buying an estimated $5.21M and bringing the position to 57,458 shares worth $22.6M. The position accounts for 0.45% of the portfolio, ranked #48.

Chicago Partners Investment Group first reported a position in AVGO in Q3 2017 and has held it in 26 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Chicago Partners Investment Group held 57,458 shares of Broadcom worth $22.6M as of Q2 2026.
  • Chicago Partners Investment Group bought 12,999 Broadcom shares in Q2 2026, an estimated $5.21M.
  • Broadcom made up 0.45% of Chicago Partners Investment Group's portfolio in Q2 2026, its #48 holding.
  • Chicago Partners Investment Group first reported a position in Broadcom in Q3 2017 and has held it in 26 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.