Colonial River Investments’s Broadcom AVGO Stock Holding History

Colonial River Investments’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	$5.72M	Buy	15,141 +949	+7%	+$381K	1.63%	13
2026 Q1	$4.39M	Buy	14,192 +442	+3%	+$145K	1.57%	11
2025 Q4	$4.76M	Buy	13,750 +4,208	+44%	+$1.5M	1.7%	11
2025 Q3	$3.15M	Sell	9,542 -713	-7%	-$219K	1.16%	15
2025 Q2	$2.82M	Sell	10,255 -4,170	-29%	-$906K	1.22%	14
2025 Q1	$2.42M	Buy	14,425 +561	+4%	+$119K	1.33%	13
2024 Q4	$3.21M	Buy	13,864 +1,099	+9%	+$203K	1.56%	11
2024 Q3	$2.2M	Buy	12,765 +1,465	+13%	+$235K	1.09%	22
2024 Q2	$1.81M	Buy	11,300 +830	+8%	+$116K	0.98%	29
2024 Q1	$1.39M	Buy	10,470 +8,180	+357%	+$1.01M	0.78%	35
2023 Q4	$256K	Sell	2,290 -7,250	-76%	-$686K	0.15%	156
2023 Q3	$792K	Buy	+9,540	New	+$827K	0.52%	61
2022 Q1	–	Sell	-3,660	Closed	-$244K	–	214
2021 Q4	$244K	Buy	+3,660	New	+$206K	0.13%	186

Other funds holding AVGO

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Colonial River Investments's AVGO Position: Q2 2026 in Review

Colonial River Investments increased its Broadcom (AVGO) stake by 6.7% in Q2 2026, buying an estimated $381K and bringing the position to 15,141 shares worth $5.72M. The position accounts for 1.63% of the portfolio, ranked #13.

Colonial River Investments first reported a position in AVGO in Q4 2021 and has held it in 13 quarters since. 2,362 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Colonial River Investments held 15,141 shares of Broadcom worth $5.72M as of Q2 2026.
Colonial River Investments bought 949 Broadcom shares in Q2 2026, an estimated $381K.
Broadcom made up 1.63% of Colonial River Investments's portfolio in Q2 2026, its #13 holding.
Colonial River Investments first reported a position in Broadcom in Q4 2021 and has held it in 13 quarters since.
2,362 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Colonial River Investments's 13F filing for Q2 2026, filed 24 Jul 2026.