EH
AVGO icon

Equitable Holdings’s Broadcom AVGO Stock Holding History

Equitable Holdings’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 		$103M Buy
271,968
+8,494
+3% +$3.41M 0.61% 34
2026
Q1 		$88.2M Buy
263,474
+141,880
+117% +$46.7M 0.57% 38
2025
Q4 		$42.1M Buy
121,594
+18,113
+18% +$6.48M 0.29% 77
2025
Q3 		$34.1M Buy
103,481
+4,859
+5% +$1.49M 0.25% 89
2025
Q2 		$27.2M Buy
98,622
+19,880
+25% +$4.32M 0.22% 96
2025
Q1 		$13.2M Buy
78,742
+12,246
+18% +$2.59M 0.13% 145
2024
Q4 		$15.4M Buy
66,496
+1,230
+2% +$227K 0.15% 124
2024
Q3 		$11.3M Buy
65,266
+21,386
+49% +$3.43M 0.11% 159
2024
Q2 		$7.05M Buy
43,880
+2,740
+7% +$384K 0.07% 209
2024
Q1 		$5.45M Buy
41,140
+510
+1% +$63.2K 0.06% 221
2023
Q4 		$4.54M Buy
40,630
+6,880
+20% +$651K 0.06% 239
2023
Q3 		$2.8M Buy
33,750
+2,880
+9% +$250K 0.04% 288
2023
Q2 		$2.68M Buy
30,870
+4,290
+16% +$306K 0.04% 290
2023
Q1 		$1.71M Buy
26,580
+2,700
+11% +$162K 0.03% 357
2022
Q4 		$1.34M Sell
23,880
-14,360
-38% -$720K 0.02% 378
2022
Q3 		$1.7M Buy
38,240
+1,730
+5% +$88.4K 0.03% 286
2022
Q2 		$1.77M Sell
36,510
-260
-0.7% -$14.6K 0.03% 278
2022
Q1 		$2.31M Buy
36,770
+2,760
+8% +$164K 0.04% 264
2021
Q4 		$2.26M Buy
34,010
+5,110
+18% +$287K 0.04% 260
2021
Q3 		$1.4M Sell
28,900
-1,620
-5% -$78.8K 0.02% 312
2021
Q2 		$1.46M Sell
30,520
-13,400
-31% -$621K 0.03% 307
2021
Q1 		$2.04M Buy
43,920
+340
+0.8% +$15.7K 0.04% 242
2020
Q4 		$1.91M Buy
43,580
+2,940
+7% +$115K 0.04% 235
2020
Q3 		$1.48M Buy
40,640
+5,310
+15% +$178K 0.04% 252
2020
Q2 		$1.11M Buy
35,330
+24,640
+230% +$690K 0.03% 287
2020
Q1 		$253K Sell
10,690
-12,650
-54% -$356K 0.01% 494
2019
Q4 		$738K Buy
+23,340
New +$709K 0.02% 338

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

Equitable Holdings's AVGO Position: Q2 2026 in Review

Equitable Holdings increased its Broadcom (AVGO) stake by 3.2% in Q2 2026, buying an estimated $3.41M and bringing the position to 271,968 shares worth $103M. The position accounts for 0.61% of the portfolio, ranked #34.

Equitable Holdings first reported a position in AVGO in Q4 2019 and has held it in 27 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Equitable Holdings held 271,968 shares of Broadcom worth $103M as of Q2 2026.
  • Equitable Holdings bought 8,494 Broadcom shares in Q2 2026, an estimated $3.41M.
  • Broadcom made up 0.61% of Equitable Holdings's portfolio in Q2 2026, its #34 holding.
  • Equitable Holdings first reported a position in Broadcom in Q4 2019 and has held it in 27 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.