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
Q2 		$153M Buy
403,872
+44,720
+12% +$17.9M 1.9% 8
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 $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

Ethic Inc's AVGO Position: Q2 2026 in Review

Ethic Inc increased its Broadcom (AVGO) stake by 12% in Q2 2026, buying an estimated $17.9M and bringing the position to 403,872 shares worth $153M. The position accounts for 1.9% of the portfolio, ranked #8.

Ethic Inc first reported a position in AVGO in Q4 2019 and has held it in 27 quarters since. 4,842 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Ethic Inc held 403,872 shares of Broadcom worth $153M as of Q2 2026.
  • Ethic Inc bought 44,720 Broadcom shares in Q2 2026, an estimated $17.9M.
  • Broadcom made up 1.9% of Ethic Inc's portfolio in Q2 2026, its #8 holding.
  • Ethic Inc first reported a position in Broadcom in Q4 2019 and has held it in 27 quarters since.
  • 4,842 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.