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Eagle Rock Investment Company’s Broadcom AVGO Stock Holding History

Eagle Rock Investment Company’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 		$40.5M Sell
107,222
-1,525
-1% -$611K 5.01% 3
2026
Q1 		$33.7M Sell
108,747
-13,721
-11% -$4.51M 4.89% 3
2025
Q4 		$42.4M Sell
122,468
-2,489
-2% -$890K 5.98% 2
2025
Q3 		$41.2M Sell
124,957
-7,641
-6% -$2.34M 6.05% 2
2025
Q2 		$36.6M Buy
132,598
+3,073
+2% +$667K 5.78% 2
2025
Q1 		$21.7M Sell
129,525
-18,079
-12% -$3.83M 3.72% 2
2024
Q4 		$34.2M Sell
147,604
-19,089
-11% -$3.53M 5.69% 1
2024
Q3 		$28.8M Sell
166,693
-9,507
-5% -$1.52M 4.82% 2
2024
Q2 		$28.3M Sell
176,200
-12,350
-7% -$1.73M 5.12% 2
2024
Q1 		$25M Sell
188,550
-30,100
-14% -$3.73M 4.64% 3
2023
Q4 		$24.4M Sell
218,650
-13,070
-6% -$1.24M 4.99% 3
2023
Q3 		$19.2M Sell
231,720
-7,600
-3% -$659K 4.35% 3
2023
Q2 		$21.8M Sell
239,320
-49,590
-17% -$3.54M 4.69% 3
2023
Q1 		$18.5M Sell
288,910
-37,680
-12% -$2.27M 4.26% 2
2022
Q4 		$18.9M Sell
326,590
-22,050
-6% -$1.11M 4.36% 2
2022
Q3 		$15.5M Sell
348,640
-4,690
-1% -$240K 4.04% 3
2022
Q2 		$17.2M Sell
353,330
-5,250
-1% -$295K 4.2% 3
2022
Q1 		$22.6M Sell
358,580
-53,630
-13% -$3.19M 4.78% 2
2021
Q4 		$27.4M Buy
+412,210
New +$23.2M 5.25% 1

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Eagle Rock Investment Company's AVGO Position: Q2 2026 in Review

Eagle Rock Investment Company reduced its Broadcom (AVGO) stake by 1.4% in Q2 2026, selling an estimated $611K and leaving 107,222 shares worth $40.5M. The position accounts for 5.01% of the portfolio, ranked #3.

Eagle Rock Investment Company first reported a position in AVGO in Q4 2021 and has held it in 19 quarters since. The position peaked at $42.4M in Q4 2025. 1,613 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Eagle Rock Investment Company held 107,222 shares of Broadcom worth $40.5M as of Q2 2026.
  • Eagle Rock Investment Company sold 1,525 Broadcom shares in Q2 2026, an estimated $611K.
  • Broadcom made up 5.01% of Eagle Rock Investment Company's portfolio in Q2 2026, its #3 holding.
  • Eagle Rock Investment Company first reported a position in Broadcom in Q4 2021 and has held it in 19 quarters since.
  • Eagle Rock Investment Company's Broadcom position peaked at $42.4M in Q4 2025.
  • 1,613 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Eagle Rock Investment Company's 13F filing for Q2 2026, filed 9 Jul 2026.