Cottage Street Advisors’s Broadcom AVGO Stock Holding History

Cottage Street 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	$1.51M	Sell	3,984 -312	-7%	-$125K	0.58%	46
2026 Q1	$1.33M	Buy	4,296 +2	+0%	+$658	0.58%	47
2025 Q4	$1.49M	Sell	4,294 -213	-5%	-$76.2K	0.63%	41
2025 Q3	$1.49M	Buy	4,507 +167	+4%	+$51.2K	0.63%	40
2025 Q2	$1.2M	Buy	4,340 +129	+3%	+$28K	0.62%	39
2025 Q1	$705K	Buy	4,211 +6	+0.1%	+$1.27K	0.35%	54
2024 Q4	$975K	Sell	4,205 -421	-9%	-$77.9K	0.51%	41
2024 Q3	$798K	Sell	4,626 -4	-0.1%	-$641	0.43%	51
2024 Q2	$743K	Sell	4,630 -930	-17%	-$130K	0.44%	49
2024 Q1	$737K	Buy	5,560 +520	+10%	+$64.4K	0.45%	48
2023 Q4	$552K	Sell	5,040 -4,000	-44%	-$379K	0.37%	54
2023 Q3	$751K	Buy	9,040 +1,010	+13%	+$87.5K	0.55%	45
2023 Q2	$697K	Buy	+8,030	New	+$573K	0.5%	44

Other funds holding AVGO

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cottage Street Advisors's AVGO Position: Q2 2026 in Review

Cottage Street Advisors reduced its Broadcom (AVGO) stake by 7.3% in Q2 2026, selling an estimated $125K and leaving 3,984 shares worth $1.51M. The position accounts for 0.58% of the portfolio, ranked #46.

Cottage Street Advisors first reported a position in AVGO in Q2 2023 and has held it in 13 quarters since. 2,338 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Cottage Street Advisors held 3,984 shares of Broadcom worth $1.51M as of Q2 2026.
Cottage Street Advisors sold 312 Broadcom shares in Q2 2026, an estimated $125K.
Broadcom made up 0.58% of Cottage Street Advisors's portfolio in Q2 2026, its #46 holding.
Cottage Street Advisors first reported a position in Broadcom in Q2 2023 and has held it in 13 quarters since.
2,338 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Cottage Street Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.