Covenant Asset Management’s Broadcom AVGO Stock Holding History

Covenant Asset Management’s Portfolio AVGO Stock Details AVGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Hold	–	–	–	57
2026 Q1	–	Hold	–	–	–	77
2025 Q4	–	Hold	–	–	–	58
2025 Q3	–	Hold	–	–	–	49
2025 Q2	–	Hold	–	–	–	48
2025 Q1	–	Hold	–	–	–	76
2024 Q4	–	Hold	–	-$1.73M	–	167
2024 Q3	–	Hold	–	–	–	74
2023 Q2	–	Hold	–	-$15.1M	–	157
2023 Q1	–	Hold	–	–	–	5
2022 Q4	–	Hold	–	–	–	18
2022 Q3	–	Hold	–	–	–	52

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Covenant Asset Management reduced its Broadcom (AVGO) stake by 3.3% in Q2 2026, selling an estimated $740K and leaving 53,642 shares worth $20.3M. The position accounts for 3.41% of the portfolio, ranked #5.

Covenant Asset Management first reported a position in AVGO in Q4 2016 and has held it in 31 quarters since. The position peaked at $24.9M in Q4 2025. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Covenant Asset Management held 53,642 shares of Broadcom worth $20.3M as of Q2 2026.
Covenant Asset Management sold 1,845 Broadcom shares in Q2 2026, an estimated $740K.
Broadcom made up 3.41% of Covenant Asset Management's portfolio in Q2 2026, its #5 holding.
Covenant Asset Management first reported a position in Broadcom in Q4 2016 and has held it in 31 quarters since.
Covenant Asset Management's Broadcom position peaked at $24.9M in Q4 2025.
4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Covenant Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.