EDRH
AVGO icon

Edmond de Rothschild Holding’s Broadcom AVGO Stock Holding History

Edmond de Rothschild Holding’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
Q1 		$35.5M Sell
114,591
-13,704
-11% -$4.51M 0.51% 63
2025
Q4 		$44.4M Buy
128,295
+523
+0.4% +$187K 0.63% 46
2025
Q3 		$42.2M Sell
127,772
-11,614
-8% -$3.56M 0.65% 39
2025
Q2 		$38.4M Sell
139,386
-4,040
-3% -$877K 0.61% 43
2025
Q1 		$24M Sell
143,426
-30,131
-17% -$6.38M 0.42% 68
2024
Q4 		$40.2M Sell
173,557
-1,349
-0.8% -$250K 0.69% 34
2024
Q3 		$30.2M Buy
174,906
+149,276
+582% +$23.9M 0.49% 58
2024
Q2 		$4.11M Buy
25,630
+13,530
+112% +$1.9M 0.07% 172
2024
Q1 		$1.6M Buy
12,100
+50
+0.4% +$6.2K 0.03% 264
2023
Q4 		$1.35M Buy
12,050
+1,840
+18% +$174K 0.02% 280
2023
Q3 		$848K Sell
10,210
-2,370
-19% -$205K 0.02% 322
2023
Q2 		$1.09M Sell
12,580
-78,740
-86% -$5.62M 0.02% 319
2023
Q1 		$5.86M Sell
91,320
-17,320
-16% -$1.04M 0.13% 154
2022
Q4 		$6.07M Buy
108,640
+17,640
+19% +$884K 0.14% 144
2022
Q3 		$4.04M Buy
91,000
+8,030
+10% +$410K 0.11% 172
2022
Q2 		$4.03M Buy
82,970
+20,620
+33% +$1.16M 0.1% 178
2022
Q1 		$3.93M Sell
62,350
-40
-0.1% -$2.38K 0.09% 185
2021
Q4 		$4.15M Buy
62,390
+4,570
+8% +$257K 0.09% 192
2021
Q3 		$2.8M Buy
57,820
+34,490
+148% +$1.68M 0.06% 228
2021
Q2 		$1.11M Sell
23,330
-33,760
-59% -$1.56M 0.03% 347
2021
Q1 		$2.65M Buy
57,090
+20,180
+55% +$933K 0.07% 214
2020
Q4 		$1.62M Buy
36,910
+7,700
+26% +$300K 0.05% 247
2020
Q3 		$1.06M Buy
29,210
+17,740
+155% +$594K 0.04% 259
2020
Q2 		$362K Buy
11,470
+4,840
+73% +$135K 0.01% 304
2020
Q1 		$157K Buy
+6,630
New +$187K 0.01% 357
2019
Q1 		– Sell
-2,600
Closed -$66K – 614
2018
Q4 		$66K Sell
2,600
-3,910
-60% -$92.3K ﹤0.01% 499
2018
Q3 		$160K Sell
6,510
-101,270
-94% -$2.27M ﹤0.01% 469
2018
Q2 		$2.62M Buy
107,780
+105,180
+4,045% +$2.58M 0.07% 185
2018
Q1 		$61K Sell
2,600
-171,370
-99% -$4.31M ﹤0.01% 601
2017
Q4 		$4.47M Sell
173,970
-8,780
-5% -$228K 0.13% 137
2017
Q3 		$4.43M Sell
182,750
-11,990
-6% -$296K 0.13% 132
2017
Q2 		$4.54M Sell
194,740
-61,150
-24% -$1.42M 0.13% 138
2017
Q1 		$5.6M Buy
255,890
+18,080
+8% +$372K 0.15% 117
2016
Q4 		$4.2M Buy
237,810
+600
+0.3% +$10.4K 0.12% 138
2016
Q3 		$4.09M Buy
237,210
+206,430
+671% +$3.45M 0.12% 150
2016
Q2 		$478K Sell
30,780
-47,460
-61% -$723K 0.02% 378
2016
Q1 		$1.21M Buy
78,240
+77,490
+10,332% +$1.05M 0.04% 242
2015
Q4 		$11K Hold
750
– – ﹤0.01% 761
2015
Q3 		$9K Hold
750
– – ﹤0.01% 774
2015
Q2 		$10K Buy
+750
New +$9.83K ﹤0.01% 763

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

Edmond de Rothschild Holding's AVGO Position: Q1 2026 in Review

Edmond de Rothschild Holding reduced its Broadcom (AVGO) stake by 11% in Q1 2026, selling an estimated $4.51M and leaving 114,591 shares worth $35.5M. The position accounts for 0.51% of the portfolio, ranked #63.

Edmond de Rothschild Holding first reported a position in AVGO in Q2 2015 and has held it in 40 quarters since. The position peaked at $44.4M in Q4 2025. 4,661 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Edmond de Rothschild Holding held 114,591 shares of Broadcom worth $35.5M as of Q1 2026.
  • Edmond de Rothschild Holding sold 13,704 Broadcom shares in Q1 2026, an estimated $4.51M.
  • Broadcom made up 0.51% of Edmond de Rothschild Holding's portfolio in Q1 2026, its #63 holding.
  • Edmond de Rothschild Holding first reported a position in Broadcom in Q2 2015 and has held it in 40 quarters since.
  • Edmond de Rothschild Holding's Broadcom position peaked at $44.4M in Q4 2025.
  • 4,661 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q1 2026, filed 13 May 2026.