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Concurrent Investment Advisors’s Broadcom AVGO Stock Holding History

Concurrent 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 		$115M Buy
303,319
+30,357
+11% +$12.2M 0.98% 10
2026
Q1 		$84.5M Buy
272,962
+14,705
+6% +$4.84M 0.92% 12
2025
Q4 		$89.4M Buy
258,257
+117,808
+84% +$42.1M 1.02% 11
2025
Q3 		$46.3M Buy
140,449
+1,634
+1% +$501K 0.79% 14
2025
Q2 		$38.3M Sell
138,815
-15,446
-10% -$3.35M 0.74% 21
2025
Q1 		$25.8M Buy
154,261
+9,957
+7% +$2.11M 0.63% 27
2024
Q4 		$33.5M Buy
144,304
+27,944
+24% +$5.17M 0.9% 17
2024
Q3 		$20.1M Buy
116,360
+5,060
+5% +$811K 0.59% 29
2024
Q2 		$17.9M Buy
111,300
+40,450
+57% +$5.67M 0.59% 33
2024
Q1 		$9.39M Sell
70,850
-490
-0.7% -$60.7K 0.38% 60
2023
Q4 		$7.96M Buy
+71,340
New +$6.76M 0.38% 65

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

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

Concurrent Investment Advisors increased its Broadcom (AVGO) stake by 11% in Q2 2026, buying an estimated $12.2M and bringing the position to 303,319 shares worth $115M. The position accounts for 0.98% of the portfolio, ranked #10.

Concurrent Investment Advisors 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.

  • Concurrent Investment Advisors held 303,319 shares of Broadcom worth $115M as of Q2 2026.
  • Concurrent Investment Advisors bought 30,357 Broadcom shares in Q2 2026, an estimated $12.2M.
  • Broadcom made up 0.98% of Concurrent Investment Advisors's portfolio in Q2 2026, its #10 holding.
  • Concurrent Investment Advisors 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 Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.