Diversified Trust’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 | $59.4M | Buy |
157,147
+3,612
| +2% | +$1.45M | 0.95% | 17 |
|
|
2026
Q1 | $47.5M | Buy |
153,535
+1,572
| +1% | +$517K | 0.88% | 18 |
|
|
2025
Q4 | $52.6M | Buy |
151,963
+3,243
| +2% | +$1.16M | 0.97% | 18 |
|
|
2025
Q3 | $49.1M | Sell |
148,720
-1,036
| -0.7% | -$318K | 0.98% | 18 |
|
|
2025
Q2 | $41.3M | Sell |
149,756
-1,246
| -0.8% | -$271K | 0.92% | 18 |
|
|
2025
Q1 | $25.3M | Sell |
151,002
-31,264
| -17% | -$6.62M | 0.63% | 24 |
|
|
2024
Q4 | $42.3M | Buy |
182,266
+9,571
| +6% | +$1.77M | 1.03% | 18 |
|
|
2024
Q3 | $29.8M | Buy |
172,695
+20,525
| +13% | +$3.29M | 0.75% | 21 |
|
|
2024
Q2 | $24.4M | Sell |
152,170
-5,740
| -4% | -$804K | 0.69% | 21 |
|
|
2024
Q1 | $20.9M | Sell |
157,910
-7,520
| -5% | -$932K | 0.63% | 24 |
|
|
2023
Q4 | $18.5M | Sell |
165,430
-1,970
| -1% | -$187K | 0.62% | 25 |
|
|
2023
Q3 | $13.9M | Sell |
167,400
-3,680
| -2% | -$319K | 0.53% | 29 |
|
|
2023
Q2 | $14.8M | Sell |
171,080
-4,530
| -3% | -$323K | 0.54% | 27 |
|
|
2023
Q1 | $11.3M | Buy |
175,610
+2,450
| +1% | +$147K | 0.44% | 31 |
|
|
2022
Q4 | $9.68M | Sell |
173,160
-6,310
| -4% | -$316K | 0.4% | 34 |
|
|
2022
Q3 | $7.97M | Buy |
179,470
+12,440
| +7% | +$636K | 0.36% | 33 |
|
|
2022
Q2 | $8.11M | Buy |
167,030
+10,310
| +7% | +$579K | 0.34% | 35 |
|
|
2022
Q1 | $9.87M | Buy |
156,720
+360
| +0.2% | +$21.4K | 0.34% | 38 |
|
|
2021
Q4 | $10.4M | Buy |
156,360
+5,760
| +4% | +$324K | 0.34% | 36 |
|
|
2021
Q3 | $7.3M | Sell |
150,600
-1,940
| -1% | -$94.3K | 0.26% | 51 |
|
|
2021
Q2 | $7.27M | Sell |
152,540
-4,190
| -3% | -$194K | 0.26% | 48 |
|
|
2021
Q1 | $7.27M | Buy |
156,730
+10,740
| +7% | +$497K | 0.28% | 48 |
|
|
2020
Q4 | $6.39M | Sell |
145,990
-7,860
| -5% | -$306K | 0.26% | 47 |
|
|
2020
Q3 | $5.61M | Buy |
153,850
+12,620
| +9% | +$423K | 0.26% | 54 |
|
|
2020
Q2 | $4.46M | Buy |
141,230
+18,530
| +15% | +$519K | 0.23% | 57 |
|
|
2020
Q1 | $2.91M | Buy |
122,700
+52,840
| +76% | +$1.49M | 0.17% | 71 |
|
|
2019
Q4 | $2.21M | Buy |
+69,860
| New | +$2.12M | 0.1% | 89 |
|
|
2016
Q3 | – | Sell |
-84,630
| Closed | -$1.31M | – | 284 |
|
|
2016
Q2 | $1.31M | Sell |
84,630
-13,600
| -14% | -$207K | 0.15% | 140 |
|
|
2016
Q1 | $1.52M | Buy |
98,230
+11,610
| +13% | +$157K | 0.17% | 134 |
|
|
2015
Q4 | $1.26M | Sell |
86,620
-30,720
| -26% | -$399K | 0.13% | 153 |
|
|
2015
Q3 | $1.47M | Buy |
117,340
+38,350
| +49% | +$484K | 0.16% | 148 |
|
|
2015
Q2 | $1.05M | Buy |
+78,990
| New | +$1.04M | 0.1% | 206 |
|
Other funds holding AVGO
Diversified Trust's AVGO Position: Q2 2026 in Review
Diversified Trust increased its Broadcom (AVGO) stake by 2.4% in Q2 2026, buying an estimated $1.45M and bringing the position to 157,147 shares worth $59.4M. The position accounts for 0.95% of the portfolio, ranked #17.
Diversified Trust first reported a position in AVGO in Q2 2015 and has held it in 32 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.
- Diversified Trust held 157,147 shares of Broadcom worth $59.4M as of Q2 2026.
- Diversified Trust bought 3,612 Broadcom shares in Q2 2026, an estimated $1.45M.
- Broadcom made up 0.95% of Diversified Trust's portfolio in Q2 2026, its #17 holding.
- Diversified Trust first reported a position in Broadcom in Q2 2015 and has held it in 32 quarters since.
- 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.
Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.