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Edgestream Partners’s Broadcom AVGO Stock Holding History

Edgestream Partners’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 		$4.03M Buy
10,678
+6,386
+149% +$2.56M 0.12% 315
2026
Q1 		$1.33M Sell
4,292
-7,771
-64% -$2.56M 0.04% 588
2025
Q4 		$4.18M Sell
12,063
-1,763
-13% -$630K 0.12% 313
2025
Q3 		$4.56M Buy
13,826
+12,052
+679% +$3.7M 0.13% 277
2025
Q2 		$489K Sell
1,774
-14,834
-89% -$3.22M 0.01% 732
2025
Q1 		$2.78M Buy
16,608
+7,803
+89% +$1.65M 0.09% 401
2024
Q4 		$2.04M Sell
8,805
-5,242
-37% -$970K 0.09% 393
2024
Q3 		$2.42M Buy
14,047
+8,627
+159% +$1.38M 0.11% 345
2024
Q2 		$870K Sell
5,420
-960
-15% -$135K 0.04% 553
2024
Q1 		$846K Sell
6,380
-17,120
-73% -$2.12M 0.04% 537
2023
Q4 		$2.62M Buy
23,500
+3,390
+17% +$321K 0.19% 173
2023
Q3 		$1.67M Buy
20,110
+4,100
+26% +$355K 0.13% 247
2023
Q2 		$1.39M Sell
16,010
-32,140
-67% -$2.29M 0.13% 289
2023
Q1 		$3.09M Buy
48,150
+18,410
+62% +$1.11M 0.34% 66
2022
Q4 		$1.66M Buy
29,740
+15,500
+109% +$777K 0.19% 181
2022
Q3 		$632K Sell
14,240
-77,500
-84% -$3.96M 0.05% 328
2022
Q2 		$4.46M Buy
91,740
+60,340
+192% +$3.39M 0.35% 84
2022
Q1 		$1.98M Sell
31,400
-131,270
-81% -$7.8M 0.16% 216
2021
Q4 		$10.8M Buy
162,670
+143,160
+734% +$8.05M 0.67% 24
2021
Q3 		$946K Sell
19,510
-27,830
-59% -$1.35M 0.06% 324
2021
Q2 		$2.26M Buy
+47,340
New +$2.19M 0.13% 208
2021
Q1 		– Sell
-19,750
Closed -$865K – 377
2020
Q4 		$865K Buy
+19,750
New +$770K 0.04% 301
2020
Q3 		– Sell
-493,840
Closed -$15.6M – 286
2020
Q2 		$15.6M Buy
493,840
+135,500
+38% +$3.79M 0.82% 34
2020
Q1 		$8.5M Buy
358,340
+89,300
+33% +$2.52M 0.79% 35
2019
Q4 		$8.5M Buy
+269,040
New +$8.17M 0.44% 68

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Edgestream Partners's AVGO Position: Q2 2026 in Review

Edgestream Partners increased its Broadcom (AVGO) stake by 149% in Q2 2026, buying an estimated $2.56M and bringing the position to 10,678 shares worth $4.03M. The position accounts for 0.12% of the portfolio, ranked #315.

Edgestream Partners first reported a position in AVGO in Q4 2019 and has held it in 25 quarters since. The position peaked at $15.6M in Q2 2020. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Edgestream Partners held 10,678 shares of Broadcom worth $4.03M as of Q2 2026.
  • Edgestream Partners bought 6,386 Broadcom shares in Q2 2026, an estimated $2.56M.
  • Broadcom made up 0.12% of Edgestream Partners's portfolio in Q2 2026, its #315 holding.
  • Edgestream Partners first reported a position in Broadcom in Q4 2019 and has held it in 25 quarters since.
  • Edgestream Partners's Broadcom position peaked at $15.6M in Q2 2020.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.