Essential Investment Partners’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
$2.9M Sell
7,681
-6
-0.1% -$2.41K 2.33% 10
2026
Q1
$2.38M Sell
7,687
-35
-0.5% -$11.5K 2.2% 12
2025
Q4
$2.67M Buy
+7,722
New +$2.76M 2.52% 9

Other funds holding AVGO

Essential Investment Partners's AVGO Position: Q2 2026 in Review

Essential Investment Partners reduced its Broadcom (AVGO) stake by 0.08% in Q2 2026, selling an estimated $2.41K and leaving 7,681 shares worth $2.9M. The position accounts for 2.33% of the portfolio, ranked #10.

Essential Investment Partners first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. 1,273 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Essential Investment Partners held 7,681 shares of Broadcom worth $2.9M as of Q2 2026.
  • Essential Investment Partners sold 6 Broadcom shares in Q2 2026, an estimated $2.41K.
  • Broadcom made up 2.33% of Essential Investment Partners's portfolio in Q2 2026, its #10 holding.
  • Essential Investment Partners first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
  • 1,273 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.