Convergence Investment Partners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $13M | Sell |
34,316
-8,886
| -21% | -$3.56M | 1.23% | 11 |
|
|
2026
Q1 | $13.4M | Buy |
43,202
+12,093
| +39% | +$3.98M | 2.19% | 2 |
|
|
2025
Q4 | $10.8M | Buy |
31,109
+2,758
| +10% | +$986K | 2.14% | 2 |
|
|
2025
Q3 | $9.35M | Buy |
28,351
+540
| +2% | +$166K | 2.1% | 3 |
|
|
2025
Q2 | $7.67M | Sell |
27,811
-7,454
| -21% | -$1.62M | 1.94% | 6 |
|
|
2025
Q1 | $5.9M | Sell |
35,265
-9,532
| -21% | -$2.02M | 1.63% | 8 |
|
|
2024
Q4 | $10.4M | Sell |
44,797
-5,799
| -11% | -$1.07M | 2.32% | 4 |
|
|
2024
Q3 | $8.73M | Buy |
50,596
+25,046
| +98% | +$4.02M | 2.35% | 3 |
|
|
2024
Q2 | $4.1M | Sell |
25,550
-13,010
| -34% | -$1.82M | 1.2% | 15 |
|
|
2024
Q1 | $5.11M | Sell |
38,560
-13,020
| -25% | -$1.61M | 1.96% | 5 |
|
|
2023
Q4 | $5.76M | Sell |
51,580
-6,990
| -12% | -$662K | 3.01% | 2 |
|
|
2023
Q3 | $4.87M | Sell |
58,570
-2,140
| -4% | -$186K | 2.88% | 2 |
|
|
2023
Q2 | $5.27M | Sell |
60,710
-9,090
| -13% | -$648K | 3.02% | 3 |
|
|
2023
Q1 | $4.48M | Buy |
69,800
+5,330
| +8% | +$321K | 2.63% | 3 |
|
|
2022
Q4 | $3.6M | Buy |
64,470
+7,820
| +14% | +$392K | 2.14% | 7 |
|
|
2022
Q3 | $2.52M | Buy |
56,650
+4,020
| +8% | +$205K | 1.64% | 11 |
|
|
2022
Q2 | $2.56M | Sell |
52,630
-1,460
| -3% | -$81.9K | 1.55% | 8 |
|
|
2022
Q1 | $3.41M | Buy |
54,090
+2,100
| +4% | +$125K | 1.76% | 6 |
|
|
2021
Q4 | $3.46M | Buy |
51,990
+1,970
| +4% | +$111K | 1.76% | 4 |
|
|
2021
Q3 | $2.42M | Sell |
50,020
-2,710
| -5% | -$132K | 1.3% | 14 |
|
|
2021
Q2 | $2.52M | Buy |
52,730
+480
| +0.9% | +$22.2K | 1.08% | 19 |
|
|
2021
Q1 | $2.42M | Sell |
52,250
-1,690
| -3% | -$78.2K | 1.11% | 21 |
|
|
2020
Q4 | $2.36M | Buy |
53,940
+2,380
| +5% | +$92.8K | 1.19% | 18 |
|
|
2020
Q3 | $1.88M | Sell |
51,560
-3,090
| -6% | -$103K | 0.65% | 37 |
|
|
2020
Q2 | $1.73M | Buy |
54,650
+1,310
| +2% | +$36.7K | 0.59% | 55 |
|
|
2020
Q1 | $1.26M | Sell |
53,340
-3,330
| -6% | -$93.8K | 0.55% | 53 |
|
|
2019
Q4 | $1.79M | Sell |
56,670
-33,970
| -37% | -$1.03M | 0.51% | 58 |
|
|
2019
Q3 | $2.5M | Buy |
90,640
+20,350
| +29% | +$579K | 0.7% | 40 |
|
|
2019
Q2 | $2.02M | Sell |
70,290
-11,020
| -14% | -$321K | 0.49% | 65 |
|
|
2019
Q1 | $2.44M | Sell |
81,310
-46,770
| -37% | -$1.27M | 0.53% | 56 |
|
|
2018
Q4 | $3.26M | Buy |
128,080
+65,810
| +106% | +$1.55M | 0.75% | 33 |
|
|
2018
Q3 | $1.54M | Buy |
+62,270
| New | +$1.4M | 0.31% | 124 |
|
|
2018
Q2 | – | Sell |
-6,500
| Closed | -$153K | – | 350 |
|
|
2018
Q1 | $153K | Buy |
+6,500
| New | +$164K | 0.02% | 307 |
|
Other funds holding AVGO
Convergence Investment Partners's AVGO Position: Q2 2026 in Review
Convergence Investment Partners reduced its Broadcom (AVGO) stake by 21% in Q2 2026, selling an estimated $3.56M and leaving 34,316 shares worth $13M. The position accounts for 1.23% of the portfolio, ranked #11.
Convergence Investment Partners first reported a position in AVGO in Q1 2018 and has held it in 33 quarters since. The position peaked at $13.4M in Q1 2026. 4,814 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.
- Convergence Investment Partners held 34,316 shares of Broadcom worth $13M as of Q2 2026.
- Convergence Investment Partners sold 8,886 Broadcom shares in Q2 2026, an estimated $3.56M.
- Broadcom made up 1.23% of Convergence Investment Partners's portfolio in Q2 2026, its #11 holding.
- Convergence Investment Partners first reported a position in Broadcom in Q1 2018 and has held it in 33 quarters since.
- Convergence Investment Partners's Broadcom position peaked at $13.4M in Q1 2026.
- 4,814 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.
Based on Convergence Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.