ET
AVGO icon

Equitable Trust’s Broadcom AVGO Stock Holding History

Equitable 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 		$20.5M Sell
54,253
-904
-2% -$362K 0.86% 27
2026
Q1 		$17.1M Buy
55,157
+864
+2% +$284K 0.79% 27
2025
Q4 		$18.8M Sell
54,293
-4,301
-7% -$1.54M 0.84% 26
2025
Q3 		$19.3M Sell
58,594
-350
-0.6% -$107K 0.89% 27
2025
Q2 		$16.2M Buy
58,944
+9,575
+19% +$2.08M 0.81% 32
2025
Q1 		$8.27M Buy
49,369
+10,497
+27% +$2.22M 0.46% 44
2024
Q4 		$9.01M Buy
38,872
+523
+1% +$96.7K 0.5% 40
2024
Q3 		$6.62M Buy
38,349
+3,839
+11% +$615K 0.42% 48
2024
Q2 		$5.54M Buy
34,510
+3,370
+11% +$472K 0.38% 54
2024
Q1 		$4.13M Sell
31,140
-5,170
-14% -$641K 0.29% 75
2023
Q4 		$4.05M Sell
36,310
-1,830
-5% -$173K 0.3% 68
2023
Q3 		$3.17M Buy
38,140
+3,120
+9% +$270K 0.26% 73
2023
Q2 		$3.04M Sell
35,020
-1,460
-4% -$104K 0.23% 79
2023
Q1 		$2.34M Buy
36,480
+410
+1% +$24.7K 0.18% 102
2022
Q4 		$2.02M Buy
36,070
+5,510
+18% +$276K 0.16% 124
2022
Q3 		$1.36M Buy
30,560
+4,640
+18% +$237K 0.11% 148
2022
Q2 		$1.26M Buy
25,920
+9,830
+61% +$552K 0.09% 158
2022
Q1 		$1.01M Buy
16,090
+30
+0.2% +$1.78K 0.07% 176
2021
Q4 		$1.07M Sell
16,060
-4,000
-20% -$225K 0.07% 172
2021
Q3 		$973K Buy
20,060
+760
+4% +$37K 0.06% 185
2021
Q2 		$920K Buy
19,300
+2,070
+12% +$95.9K 0.06% 195
2021
Q1 		$799K Sell
17,230
-3,130
-15% -$145K 0.06% 192
2020
Q4 		$891K Buy
20,360
+750
+4% +$29.2K 0.07% 190
2020
Q3 		$714K Buy
19,610
+780
+4% +$26.1K 0.06% 195
2020
Q2 		$594K Sell
18,830
-30
-0.2% -$840 0.05% 202
2020
Q1 		$447K Buy
+18,860
New +$531K 0.05% 214

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 Trust's AVGO Position: Q2 2026 in Review

Equitable Trust reduced its Broadcom (AVGO) stake by 1.6% in Q2 2026, selling an estimated $362K and leaving 54,253 shares worth $20.5M. The position accounts for 0.86% of the portfolio, ranked #27.

Equitable Trust first reported a position in AVGO in Q1 2020 and has held it in 26 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Equitable Trust held 54,253 shares of Broadcom worth $20.5M as of Q2 2026.
  • Equitable Trust sold 904 Broadcom shares in Q2 2026, an estimated $362K.
  • Broadcom made up 0.86% of Equitable Trust's portfolio in Q2 2026, its #27 holding.
  • Equitable Trust first reported a position in Broadcom in Q1 2020 and has held it in 26 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.