Erste Asset Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $378M | Buy |
1,014,935
+357,900
| +54% | +$144M | 2.94% | 5 |
|
|
2026
Q1 | $193M | Sell |
657,035
-33,534
| -5% | -$11M | 1.79% | 6 |
|
|
2025
Q4 | $241M | Buy |
690,569
+6,145
| +0.9% | +$2.2M | 2.03% | 6 |
|
|
2025
Q3 | $225M | Sell |
684,424
-179,720
| -21% | -$55.1M | 2.17% | 5 |
|
|
2025
Q2 | $234M | Buy |
864,144
+337,802
| +64% | +$73.4M | 1.96% | 7 |
|
|
2025
Q1 | $89M | Buy |
526,342
+34,700
| +7% | +$7.34M | 1.14% | 16 |
|
|
2024
Q4 | $118M | Sell |
491,642
-120,646
| -20% | -$22.3M | 1.45% | 9 |
|
|
2024
Q3 | $106M | Buy |
612,288
+128,448
| +27% | +$20.6M | 1.27% | 11 |
|
|
2024
Q2 | $76.8M | Sell |
483,840
-71,790
| -13% | -$10.1M | 1.02% | 18 |
|
|
2024
Q1 | $73.3M | Buy |
555,630
+62,400
| +13% | +$7.73M | 1% | 21 |
|
|
2023
Q4 | $55.4M | Sell |
493,230
-16,820
| -3% | -$1.59M | 0.81% | 31 |
|
|
2023
Q3 | $42.4M | Buy |
510,050
+82,930
| +19% | +$7.19M | 0.73% | 35 |
|
|
2023
Q2 | $36.8M | Buy |
427,120
+42,940
| +11% | +$3.06M | 0.65% | 45 |
|
|
2023
Q1 | $24.3M | Buy |
384,180
+2,380
| +0.6% | +$143K | 0.47% | 60 |
|
|
2022
Q4 | $21.3M | Buy |
381,800
+123,000
| +48% | +$6.17M | 0.45% | 67 |
|
|
2022
Q3 | $11.7M | Buy |
258,800
+4,150
| +2% | +$212K | 0.26% | 106 |
|
|
2022
Q2 | $12.5M | Sell |
254,650
-3,990
| -2% | -$224K | 0.28% | 100 |
|
|
2022
Q1 | $16.3M | Sell |
258,640
-600
| -0.2% | -$35.6K | 0.31% | 88 |
|
|
2021
Q4 | $17.4M | Sell |
259,240
-3,840
| -1% | -$216K | 0.31% | 94 |
|
|
2021
Q3 | $12.9M | Sell |
263,080
-209,440
| -44% | -$10.2M | 0.26% | 114 |
|
|
2021
Q2 | $22.5M | Buy |
472,520
+64,770
| +16% | +$3M | 0.45% | 67 |
|
|
2021
Q1 | $18.6M | Buy |
407,750
+40,000
| +11% | +$1.85M | 0.46% | 69 |
|
|
2020
Q4 | $15.8M | Sell |
367,750
-27,740
| -7% | -$1.08M | 0.44% | 72 |
|
|
2020
Q3 | $14.4M | Buy |
395,490
+25,490
| +7% | +$854K | 0.49% | 68 |
|
|
2020
Q2 | $11.5M | Buy |
370,000
+68,000
| +23% | +$1.9M | 0.46% | 59 |
|
|
2020
Q1 | $7.24M | Sell |
302,000
-36,000
| -11% | -$1.01M | 0.42% | 66 |
|
|
2019
Q4 | $10.7M | Buy |
338,000
+223,950
| +196% | +$6.8M | 0.47% | 56 |
|
|
2019
Q3 | $3.13M | Buy |
114,050
+24,500
| +27% | +$697K | 0.17% | 139 |
|
|
2019
Q2 | $2.56M | Hold |
89,550
| – | – | 0.14% | 153 |
|
|
2019
Q1 | $2.68M | Buy |
89,550
+48,000
| +116% | +$1.3M | 0.15% | 141 |
|
|
2018
Q4 | $1.04M | Buy |
+41,550
| New | +$981K | 0.07% | 230 |
|
Other funds holding AVGO
Erste Asset Management's AVGO Position: Q2 2026 in Review
Erste Asset Management increased its Broadcom (AVGO) stake by 54% in Q2 2026, buying an estimated $144M and bringing the position to 1,014,935 shares worth $378M. The position accounts for 2.94% of the portfolio, ranked #5.
Erste Asset Management first reported a position in AVGO in Q4 2018 and has held it in 31 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.
- Erste Asset Management held 1,014,935 shares of Broadcom worth $378M as of Q2 2026.
- Erste Asset Management bought 357,900 Broadcom shares in Q2 2026, an estimated $144M.
- Broadcom made up 2.94% of Erste Asset Management's portfolio in Q2 2026, its #5 holding.
- Erste Asset Management first reported a position in Broadcom in Q4 2018 and has held it in 31 quarters since.
- 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.
Based on Erste Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.