Emerald Mutual Fund Advisers Trust’s Broadcom AVGO Stock Holding History

Emerald Mutual Fund Advisers Trust’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	$633K	Buy	1,675 +136	+9%	+$54.5K	0.02%	165
2026 Q1	$476K	Buy	1,539 +323	+27%	+$106K	0.02%	164
2025 Q4	$421K	Sell	1,216 -1,209	-50%	-$432K	0.02%	167
2025 Q3	$800K	Sell	2,425 -1,171	-33%	-$359K	0.04%	153
2025 Q2	$991K	Sell	3,596 -186	-5%	-$40.4K	0.06%	141
2025 Q1	$633K	Buy	3,782 +159	+4%	+$33.7K	0.04%	148
2024 Q4	$840K	Sell	3,623 -177	-5%	-$32.7K	0.05%	143
2024 Q3	$656K	Hold	3,800	–	–	0.03%	155
2024 Q2	$610K	Sell	3,800 -90	-2%	-$12.6K	0.03%	156
2024 Q1	$516K	Buy	+3,890	New	+$482K	0.03%	159
2017 Q4	–	Sell	-8,560	Closed	-$208K	–	245
2017 Q3	$208K	Sell	8,560 -1,230	-13%	-$30.4K	0.01%	249
2017 Q2	$228K	Hold	9,790	–	–	0.01%	248
2017 Q1	$214K	Buy	+9,790	New	+$202K	0.01%	247

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's AVGO Position: Q2 2026 in Review

Emerald Mutual Fund Advisers Trust increased its Broadcom (AVGO) stake by 8.8% in Q2 2026, buying an estimated $54.5K and bringing the position to 1,675 shares worth $633K. The position accounts for 0.02% of the portfolio, ranked #165.

Emerald Mutual Fund Advisers Trust first reported a position in AVGO in Q1 2017 and has held it in 13 quarters since. The position peaked at $991K in Q2 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Emerald Mutual Fund Advisers Trust held 1,675 shares of Broadcom worth $633K as of Q2 2026.
Emerald Mutual Fund Advisers Trust bought 136 Broadcom shares in Q2 2026, an estimated $54.5K.
Broadcom made up 0.02% of Emerald Mutual Fund Advisers Trust's portfolio in Q2 2026, its #165 holding.
Emerald Mutual Fund Advisers Trust first reported a position in Broadcom in Q1 2017 and has held it in 13 quarters since.
Emerald Mutual Fund Advisers Trust's Broadcom position peaked at $991K in Q2 2025.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q2 2026, filed 5 Aug 2026.