Congress Asset Management’s Broadcom AVGO Stock Holding History

Congress 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	$279M	Sell	738,306 -19,425	-3%	-$7.79M	1.72%	5
2026 Q1	$235M	Buy	757,731 +26,381	+4%	+$8.68M	1.68%	5
2025 Q4	$253M	Sell	731,350 -6,415	-0.9%	-$2.29M	1.78%	5
2025 Q3	$243M	Buy	737,765 +36	+0%	+$11K	1.62%	7
2025 Q2	$203M	Buy	737,729 +146,128	+25%	+$31.7M	1.39%	9
2025 Q1	$99.1M	Buy	591,601 +524,676	+784%	+$111M	0.74%	48
2024 Q4	$15.5M	Sell	66,925 -13,874	-17%	-$2.57M	0.1%	158
2024 Q3	$13.9M	Sell	80,799 -29,441	-27%	-$4.72M	0.1%	166
2024 Q2	$17.7M	Buy	110,240 +26,100	+31%	+$3.66M	0.13%	133
2024 Q1	$11.2M	Sell	84,140 -7,600	-8%	-$942K	0.08%	174
2023 Q4	$10.2M	Sell	91,740 -4,260	-4%	-$403K	0.08%	174
2023 Q3	$7.97M	Sell	96,000 -4,580	-5%	-$397K	0.07%	178
2023 Q2	$8.72M	Sell	100,580 -7,700	-7%	-$549K	0.08%	179
2023 Q1	$6.95M	Sell	108,280 -17,020	-14%	-$1.02M	0.06%	186
2022 Q4	$7.01M	Sell	125,300 -7,220	-5%	-$362K	0.07%	187
2022 Q3	$5.88M	Sell	132,520 -902,500	-87%	-$46.1M	0.06%	196
2022 Q2	$50.3M	Buy	1,035,020 +853,450	+470%	+$47.9M	0.48%	79
2022 Q1	$11.4M	Sell	181,570 -6,840	-4%	-$406K	0.1%	154
2021 Q4	$12.5M	Sell	188,410 -6,560	-3%	-$369K	0.1%	142
2021 Q3	$9.46M	Buy	194,970 +2,170	+1%	+$106K	0.07%	168
2021 Q2	$9.19M	Sell	192,800 -1,560	-0.8%	-$72.3K	0.08%	159
2021 Q1	$9.01M	Buy	194,360 +860	+0.4%	+$39.8K	0.08%	142
2020 Q4	$8.47M	Sell	193,500 -18,530	-9%	-$722K	0.08%	140
2020 Q3	$7.72M	Sell	212,030 -340	-0.2%	-$11.4K	0.08%	137
2020 Q2	$6.7M	Sell	212,370 -12,430	-6%	-$348K	0.08%	137
2020 Q1	$5.33M	Sell	224,800 -14,970	-6%	-$422K	0.08%	133
2019 Q4	$7.58M	Sell	239,770 -8,340	-3%	-$253K	0.09%	129
2019 Q3	$6.85M	Sell	248,110 -10,460	-4%	-$297K	0.09%	125
2019 Q2	$7.44M	Sell	258,570 -7,700	-3%	-$224K	0.09%	123
2019 Q1	$8.01M	Sell	266,270 -25,170	-9%	-$682K	0.1%	113
2018 Q4	$7.41M	Sell	291,440 -51,190	-15%	-$1.21M	0.11%	107
2018 Q3	$8.45M	Buy	342,630 +3,050	+0.9%	+$68.4K	0.11%	114
2018 Q2	$8.24M	Buy	339,580 +14,850	+5%	+$364K	0.11%	115
2018 Q1	$7.65M	Sell	324,730 -31,080	-9%	-$782K	0.11%	114
2017 Q4	$9.14M	Sell	355,810 -1,750	-0.5%	-$45.5K	0.13%	103
2017 Q3	$8.67M	Sell	357,560 -12,190	-3%	-$301K	0.13%	106
2017 Q2	$8.62M	Sell	369,750 -5,460	-1%	-$127K	0.15%	93
2017 Q1	$8.22M	Sell	375,210 -18,870	-5%	-$389K	0.16%	94
2016 Q4	$6.97M	Buy	+394,080	New	+$6.83M	0.15%	108

Other funds holding AVGO

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

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

Congress Asset Management reduced its Broadcom (AVGO) stake by 2.6% in Q2 2026, selling an estimated $7.79M and leaving 738,306 shares worth $279M. The position accounts for 1.72% of the portfolio, ranked #5.

Congress Asset Management first reported a position in AVGO in Q4 2016 and has held it in 39 quarters since. 1,613 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Congress Asset Management held 738,306 shares of Broadcom worth $279M as of Q2 2026.
Congress Asset Management sold 19,425 Broadcom shares in Q2 2026, an estimated $7.79M.
Broadcom made up 1.72% of Congress Asset Management's portfolio in Q2 2026, its #5 holding.
Congress Asset Management first reported a position in Broadcom in Q4 2016 and has held it in 39 quarters since.
1,613 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.