Cohen Klingenstein’s Broadcom AVGO Stock Holding History

Cohen Klingenstein’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	$67.1M	Hold	177,555	–	–	1.92%	12
2026 Q1	$55M	Hold	177,555	–	–	1.78%	12
2025 Q4	$61.5M	Hold	177,555	–	–	1.87%	14
2025 Q3	$58.6M	Hold	177,555	–	–	1.84%	14
2025 Q2	$48.9M	Hold	177,555	–	–	1.63%	14
2025 Q1	$29.7M	Hold	177,555	–	–	1.08%	18
2024 Q4	$41.2M	Sell	177,555 -50,120	-22%	-$9.27M	1.41%	17
2024 Q3	$39.3M	Sell	227,675 -2,695	-1%	-$432K	1.37%	18
2024 Q2	$37M	Hold	230,370	–	–	1.34%	18
2024 Q1	$30.5M	Sell	230,370 -12,130	-5%	-$1.5M	1.14%	18
2023 Q4	$27.1M	Hold	242,500	–	–	1.11%	19
2023 Q3	$20.1M	Sell	242,500 -500	-0.2%	-$43.3K	0.91%	21
2023 Q2	$21.1M	Hold	243,000	–	–	0.91%	22
2023 Q1	$15.6M	Hold	243,000	–	–	0.73%	27
2022 Q4	$13.6M	Hold	243,000	–	–	0.68%	29
2022 Q3	$10.8M	Hold	243,000	–	–	0.57%	33
2022 Q2	$11.8M	Hold	243,000	–	–	0.59%	30
2022 Q1	$15.3M	Hold	243,000	–	–	0.64%	27
2021 Q4	$16.2M	Sell	243,000 -97,440	-29%	-$5.48M	0.64%	27
2021 Q3	$16.5M	Sell	340,440 -90,260	-21%	-$4.39M	0.72%	27
2021 Q2	$20.5M	Hold	430,700	–	–	0.88%	25
2021 Q1	$20M	Hold	430,700	–	–	0.92%	24
2020 Q4	$18.9M	Hold	430,700	–	–	0.94%	25
2020 Q3	$15.7M	Hold	430,700	–	–	0.88%	28
2020 Q2	$13.6M	Hold	430,700	–	–	0.83%	29
2020 Q1	$10.2M	Hold	430,700	–	–	0.76%	32
2019 Q4	$13.6M	Hold	430,700	–	–	0.79%	32
2019 Q3	$11.9M	Buy	430,700 +73,000	+20%	+$2.08M	0.75%	32
2019 Q2	$10.3M	Sell	357,700 -74,120	-17%	-$2.16M	0.73%	32
2019 Q1	$13M	Buy	431,820 +357,860	+484%	+$9.7M	0.91%	26
2018 Q4	$1.88M	Hold	73,960	–	–	0.28%	64
2018 Q3	$1.82M	Hold	73,960	–	–	0.23%	73
2018 Q2	$1.79M	Hold	73,960	–	–	0.25%	73
2018 Q1	$1.74M	Hold	73,960	–	–	0.25%	75
2017 Q4	$1.9M	Sell	73,960 -6,800	-8%	-$177K	0.27%	71
2017 Q3	$1.96M	Hold	80,760	–	–	0.3%	67
2017 Q2	$1.88M	Hold	80,760	–	–	0.29%	67
2017 Q1	$1.77M	Hold	80,760	–	–	0.28%	66
2016 Q4	$1.43M	Hold	80,760	–	–	0.24%	75
2016 Q3	$1.39M	Hold	80,760	–	–	0.24%	69
2016 Q2	$1.25M	Hold	80,760	–	–	0.23%	75
2016 Q1	$1.25M	Buy	+80,760	New	+$1.09M	0.24%	72

Other funds holding AVGO

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Cohen Klingenstein's AVGO Position: Q2 2026 in Review

Cohen Klingenstein held its Broadcom (AVGO) position steady in Q2 2026 at 177,555 shares worth $67.1M. The position accounts for 1.92% of the portfolio, ranked #12.

Cohen Klingenstein first reported a position in AVGO in Q1 2016 and has held it in 42 quarters since. 2,202 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Cohen Klingenstein held 177,555 shares of Broadcom worth $67.1M as of Q2 2026.
Cohen Klingenstein left its Broadcom share count unchanged in Q2 2026.
Broadcom made up 1.92% of Cohen Klingenstein's portfolio in Q2 2026, its #12 holding.
Cohen Klingenstein first reported a position in Broadcom in Q1 2016 and has held it in 42 quarters since.
2,202 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Cohen Klingenstein's 13F filing for Q2 2026, filed 15 Jul 2026.