CAM
AVGO icon

Cresset Asset Management’s Broadcom AVGO Stock Holding History

Cresset Asset 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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cresset Asset Management's AVGO Position: Q1 2026 in Review

Cresset Asset Management increased its Broadcom (AVGO) stake by 5.7% in Q1 2026, buying an estimated $2.81M and bringing the position to 158,218 shares worth $49M. The position accounts for 0.21% of the portfolio, ranked #76.

Cresset Asset Management first reported a position in AVGO in Q4 2018 and has held it in 30 quarters since. The position peaked at $90M in Q3 2024. 4,669 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Cresset Asset Management held 158,218 shares of Broadcom worth $49M as of Q1 2026.
  • Cresset Asset Management bought 8,539 Broadcom shares in Q1 2026, an estimated $2.81M.
  • Broadcom made up 0.21% of Cresset Asset Management's portfolio in Q1 2026, its #76 holding.
  • Cresset Asset Management first reported a position in Broadcom in Q4 2018 and has held it in 30 quarters since.
  • Cresset Asset Management's Broadcom position peaked at $90M in Q3 2024.
  • 4,669 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.