Cresset Asset Management’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
– Sell
-100,000
Closed -$16.1M – 2186
2024
Q2
$16.1M Buy
+100,000
New +$14M 0.07% 190

Other funds holding AVGO

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

Cresset Asset Management increased its Broadcom (AVGO) stake by 49% in Q2 2026, buying an estimated $31.1M and bringing the position to 235,869 shares worth $89.1M. The position accounts for 0.32% of the portfolio, ranked #48.

Cresset Asset Management first reported a position in AVGO in Q4 2018 and has held it in 31 quarters since. The position peaked at $90M in Q3 2024. 4,859 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Cresset Asset Management held 235,869 shares of Broadcom worth $89.1M as of Q2 2026.
  • Cresset Asset Management bought 77,651 Broadcom shares in Q2 2026, an estimated $31.1M.
  • Broadcom made up 0.32% of Cresset Asset Management's portfolio in Q2 2026, its #48 holding.
  • Cresset Asset Management first reported a position in Broadcom in Q4 2018 and has held it in 31 quarters since.
  • Cresset Asset Management's Broadcom position peaked at $90M in Q3 2024.
  • 4,859 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.