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Choate Investment Advisors’s Broadcom AVGO Stock Holding History

Choate Investment Advisors’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 		$31M Buy
82,004
+8,419
+11% +$3.38M 0.54% 26
2026
Q1 		$22.8M Buy
73,585
+21,535
+41% +$7.09M 0.45% 30
2025
Q4 		$18M Buy
52,050
+18,114
+53% +$6.48M 0.35% 35
2025
Q3 		$11.2M Buy
33,936
+846
+3% +$260K 0.23% 51
2025
Q2 		$9.12M Buy
33,090
+4,181
+14% +$908K 0.2% 65
2025
Q1 		$4.84M Buy
28,909
+412
+1% +$87.2K 0.12% 82
2024
Q4 		$6.61M Buy
28,497
+3,450
+14% +$638K 0.16% 73
2024
Q3 		$4.32M Buy
25,047
+287
+1% +$46K 0.11% 88
2024
Q2 		$3.98M Buy
24,760
+1,160
+5% +$163K 0.1% 90
2024
Q1 		$3.13M Buy
23,600
+370
+2% +$45.8K 0.08% 115
2023
Q4 		$2.59M Buy
23,230
+810
+4% +$76.7K 0.08% 114
2023
Q3 		$1.86M Buy
22,420
+7,230
+48% +$627K 0.07% 109
2023
Q2 		$1.32M Buy
15,190
+10,130
+200% +$722K 0.06% 115
2023
Q1 		$325K Hold
5,060
– – 0.02% 219
2022
Q4 		$283K Sell
5,060
-310
-6% -$15.5K 0.02% 228
2022
Q3 		$238K Sell
5,370
-1,170
-18% -$59.8K 0.02% 223
2022
Q2 		$318K Hold
6,540
– – 0.02% 209
2022
Q1 		$412K Sell
6,540
-1,610
-20% -$95.6K 0.02% 210
2021
Q4 		$542K Buy
8,150
+270
+3% +$15.2K 0.03% 175
2021
Q3 		$382K Sell
7,880
-10
-0.1% -$486 0.02% 197
2021
Q2 		$376K Buy
7,890
+2,260
+40% +$105K 0.02% 199
2021
Q1 		$261K Buy
5,630
+600
+12% +$27.7K 0.02% 232
2020
Q4 		$220K Buy
+5,030
New +$196K 0.01% 231

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 $3.38T AUM 44.17% 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

Choate Investment Advisors's AVGO Position: Q2 2026 in Review

Choate Investment Advisors increased its Broadcom (AVGO) stake by 11% in Q2 2026, buying an estimated $3.38M and bringing the position to 82,004 shares worth $31M. The position accounts for 0.54% of the portfolio, ranked #26.

Choate Investment Advisors first reported a position in AVGO in Q4 2020 and has held it in 23 quarters since. 4,859 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Choate Investment Advisors held 82,004 shares of Broadcom worth $31M as of Q2 2026.
  • Choate Investment Advisors bought 8,419 Broadcom shares in Q2 2026, an estimated $3.38M.
  • Broadcom made up 0.54% of Choate Investment Advisors's portfolio in Q2 2026, its #26 holding.
  • Choate Investment Advisors first reported a position in Broadcom in Q4 2020 and has held it in 23 quarters since.
  • 4,859 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.