CPM
AVGO icon

Connective Portfolio Management’s Broadcom AVGO Stock Holding History

Connective Portfolio 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 		$1.62M Hold
4,295
– – 2.7% 14
2026
Q1 		$1.33M Hold
4,295
– – 3.6% 11
2025
Q4 		$1.49M Sell
4,295
-1,500
-26% -$536K 2.68% 15
2025
Q3 		$1.92M Sell
5,795
-2,500
-30% -$767K 3.4% 10
2025
Q2 		$2.24M Buy
8,295
+4,000
+93% +$869K 4.8% 7
2025
Q1 		$719K Sell
4,295
-6,625
-61% -$1.4M 2.43% 19
2024
Q4 		$2.53M Buy
10,920
+4,120
+61% +$762K 3.77% 5
2024
Q3 		$1.14M Hold
6,800
– – 2.01% 22
2024
Q2 		$1.09M Sell
6,800
-13,000
-66% -$1.82M 1.77% 23
2024
Q1 		$2.62M Buy
19,800
+7,800
+65% +$966K 4.62% 3
2023
Q4 		$1.34M Buy
+12,000
New +$1.14M 2.73% 13
2023
Q3 		– Sell
-11,000
Closed -$964K – 36
2023
Q2 		$964K Sell
11,000
-27,000
-71% -$1.93M 2.39% 20
2023
Q1 		$2.41M Buy
+38,000
New +$2.29M 7.63% 2
2022
Q1 		– Sell
-18,000
Closed -$1.2M – 44
2021
Q4 		$1.2M Buy
+18,000
New +$1.01M 2.1% 17

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
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
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Connective Portfolio Management's AVGO Position: Q2 2026 in Review

Connective Portfolio Management held its Broadcom (AVGO) position steady in Q2 2026 at 4,295 shares worth $1.62M. The position accounts for 2.7% of the portfolio, ranked #14.

Connective Portfolio Management first reported a position in AVGO in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.62M in Q1 2024. 982 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Connective Portfolio Management held 4,295 shares of Broadcom worth $1.62M as of Q2 2026.
  • Connective Portfolio Management left its Broadcom share count unchanged in Q2 2026.
  • Broadcom made up 2.7% of Connective Portfolio Management's portfolio in Q2 2026, its #14 holding.
  • Connective Portfolio Management first reported a position in Broadcom in Q4 2021 and has held it in 14 quarters since.
  • Connective Portfolio Management's Broadcom position peaked at $2.62M in Q1 2024.
  • 982 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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