EI
AVGO icon

Ethic Inc’s Broadcom AVGO Stock Holding History

Ethic Inc’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
Q1 		$111M Buy
359,152
+1,551
+0.4% +$510K 1.74% 6
2025
Q4 		$124M Buy
357,601
+14,018
+4% +$5.01M 1.9% 7
2025
Q3 		$113M Buy
343,583
+14,244
+4% +$4.37M 1.87% 8
2025
Q2 		$88.7M Buy
329,339
+5,249
+2% +$1.14M 1.59% 8
2025
Q1 		$54.6M Buy
324,090
+5,060
+2% +$1.07M 1.11% 10
2024
Q4 		$74M Buy
319,030
+293,272
+1,139% +$54.2M 1.49% 8
2024
Q3 		$34.1M Sell
25,758
-245,352
-90% -$39.3M 0.86% 13
2024
Q2 		$43.5M Buy
271,110
+13,530
+5% +$1.9M 1.02% 9
2024
Q1 		$34.1M Buy
257,580
+15,400
+6% +$1.91M 0.86% 13
2023
Q4 		$27M Buy
242,180
+21,350
+10% +$2.02M 0.8% 12
2023
Q3 		$18.3M Buy
220,830
+20,820
+10% +$1.8M 0.64% 17
2023
Q2 		$17.3M Buy
200,010
+1,390
+0.7% +$99.1K 0.64% 17
2023
Q1 		$12.7M Buy
198,620
+5,110
+3% +$307K 0.52% 26
2022
Q4 		$10.8M Buy
193,510
+1,630
+0.8% +$81.7K 0.58% 23
2022
Q3 		$8.52M Buy
191,880
+11,540
+6% +$590K 0.58% 22
2022
Q2 		$8.76M Buy
180,340
+29,650
+20% +$1.66M 0.61% 18
2022
Q1 		$9.49M Buy
150,690
+8,610
+6% +$511K 0.65% 15
2021
Q4 		$9.45M Buy
142,080
+12,090
+9% +$680K 0.73% 14
2021
Q3 		$6.3M Buy
129,990
+10,550
+9% +$513K 0.65% 24
2021
Q2 		$5.7M Buy
119,440
+37,160
+45% +$1.72M 0.69% 22
2021
Q1 		$3.81M Buy
82,280
+27,220
+49% +$1.26M 0.68% 25
2020
Q4 		$2.41M Buy
55,060
+29,380
+114% +$1.15M 0.64% 25
2020
Q3 		$935K Buy
25,680
+9,630
+60% +$323K 0.36% 64
2020
Q2 		$507K Sell
16,050
-2,240
-12% -$62.7K 0.29% 97
2020
Q1 		$434K Buy
18,290
+3,910
+27% +$110K 0.36% 87
2019
Q4 		$454K Buy
+14,380
New +$437K 0.33% 101

Other funds holding AVGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ethic Inc's AVGO Position: Q1 2026 in Review

Ethic Inc increased its Broadcom (AVGO) stake by 0.43% in Q1 2026, buying an estimated $510K and bringing the position to 359,152 shares worth $111M. The position accounts for 1.74% of the portfolio, ranked #6.

Ethic Inc first reported a position in AVGO in Q4 2019 and has held it in 26 quarters since. The position peaked at $124M in Q4 2025. 4,663 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Ethic Inc held 359,152 shares of Broadcom worth $111M as of Q1 2026.
  • Ethic Inc bought 1,551 Broadcom shares in Q1 2026, an estimated $510K.
  • Broadcom made up 1.74% of Ethic Inc's portfolio in Q1 2026, its #6 holding.
  • Ethic Inc first reported a position in Broadcom in Q4 2019 and has held it in 26 quarters since.
  • Ethic Inc's Broadcom position peaked at $124M in Q4 2025.
  • 4,663 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Ethic Inc's 13F filing for Q1 2026, filed 27 Apr 2026.