Cidel Asset Management’s Broadcom AVGO Stock Holding History

Cidel Asset Management’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	$3.34M	Buy	8,855 +3,740	+73%	+$1.5M	0.16%	90
2026 Q1	$1.58M	Buy	5,115 +681	+15%	+$224K	0.09%	116
2025 Q4	$1.53M	Sell	4,434 -739	-14%	-$264K	0.11%	105
2025 Q3	$1.71M	Sell	5,173 -497	-9%	-$152K	0.1%	97
2025 Q2	$1.56M	Sell	5,670 -506	-8%	-$110K	0.09%	101
2025 Q1	$1.03M	Sell	6,176 -482	-7%	-$102K	0.07%	112
2024 Q4	$1.54M	Sell	6,658 -773	-10%	-$143K	0.1%	91
2024 Q3	$1.28M	Sell	7,431 -969	-12%	-$155K	0.09%	99
2024 Q2	$1.35M	Sell	8,400 -1,350	-14%	-$189K	0.1%	90
2024 Q1	$1.29M	Sell	9,750 -1,180	-11%	-$146K	0.1%	95
2023 Q4	$1.22M	Buy	+10,930	New	+$1.03M	0.05%	103

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cidel Asset Management's AVGO Position: Q2 2026 in Review

Cidel Asset Management increased its Broadcom (AVGO) stake by 73% in Q2 2026, buying an estimated $1.5M and bringing the position to 8,855 shares worth $3.34M. The position accounts for 0.16% of the portfolio, ranked #90.

Cidel Asset Management first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Cidel Asset Management held 8,855 shares of Broadcom worth $3.34M as of Q2 2026.
Cidel Asset Management bought 3,740 Broadcom shares in Q2 2026, an estimated $1.5M.
Broadcom made up 0.16% of Cidel Asset Management's portfolio in Q2 2026, its #90 holding.
Cidel Asset Management first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Cidel Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.