Great Diamond Partners
AVGO icon

Great Diamond Partners’s Broadcom AVGO Stock Holding History

Great Diamond Partners’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
Q3 		$6.64M Sell
18,899
-46
-0.2% -$17.3K 1.11% 22
2026
Q2 		$7.16M Sell
18,945
-1,948
-9% -$781K 1.23% 21
2026
Q1 		$6.47M Buy
20,893
+836
+4% +$275K 1.24% 18
2025
Q4 		$6.94M Sell
20,057
-307
-2% -$110K 1.34% 15
2025
Q3 		$6.72M Sell
20,364
-1,290
-6% -$396K 1.3% 15
2025
Q2 		$5.97M Sell
21,654
-1,863
-8% -$405K 1.26% 15
2025
Q1 		$3.94M Buy
23,517
+55
+0.2% +$11.6K 1.08% 20
2024
Q4 		$5.44M Sell
23,462
-935
-4% -$173K 1.41% 17
2024
Q3 		$4.21M Sell
24,397
-3,583
-13% -$574K 1.07% 23
2024
Q2 		$4.49M Buy
27,980
+60
+0.2% +$8.41K 1.06% 24
2024
Q1 		$3.7M Buy
27,920
+10,980
+65% +$1.36M 0.85% 30
2023
Q4 		$1.89M Sell
16,940
-130
-0.8% -$12.3K 0.47% 56
2023
Q3 		$1.42M Buy
17,070
+290
+2% +$25.1K 0.38% 68
2023
Q2 		$1.46M Buy
16,780
+7,630
+83% +$544K 0.38% 70
2023
Q1 		$587K Sell
9,150
-270
-3% -$16.2K 0.17% 116
2022
Q4 		$527K Sell
9,420
-360
-4% -$18K 0.16% 118
2022
Q3 		$434K Sell
9,780
-960
-9% -$49K 0.15% 129
2022
Q2 		$521K Sell
10,740
-480
-4% -$26.9K 0.17% 111
2022
Q1 		$706K Sell
11,220
-100
-0.9% -$5.94K 0.2% 101
2021
Q4 		$753K Buy
11,320
+700
+7% +$39.3K 0.19% 102
2021
Q3 		$514K Buy
10,620
+5,700
+116% +$277K 0.14% 118
2021
Q2 		$234K Buy
4,920
+580
+13% +$26.9K 0.07% 182
2021
Q1 		$201K Buy
+4,340
New +$201K 0.06% 194
2020
Q1 		– Sell
-870
Closed -$27K – 156
2019
Q4 		$27K Buy
+870
New +$26.4K 0.01% 396

Other funds holding AVGO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Great Diamond Partners's AVGO Position: Q3 2026 in Review

Great Diamond Partners reduced its Broadcom (AVGO) stake by 0.24% in Q3 2026, selling an estimated $17.3K and leaving 18,899 shares worth $6.64M. The position accounts for 1.11% of the portfolio, ranked #22.

Great Diamond Partners first reported a position in AVGO in Q4 2019 and has held it in 24 quarters since. The position peaked at $7.16M in Q2 2026. 4,276 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Great Diamond Partners held 18,899 shares of Broadcom worth $6.64M as of Q3 2026.
  • Great Diamond Partners sold 46 Broadcom shares in Q3 2026, an estimated $17.3K.
  • Broadcom made up 1.11% of Great Diamond Partners's portfolio in Q3 2026, its #22 holding.
  • Great Diamond Partners first reported a position in Broadcom in Q4 2019 and has held it in 24 quarters since.
  • Great Diamond Partners's Broadcom position peaked at $7.16M in Q2 2026.
  • 4,276 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Great Diamond Partners's 13F filing for Q3 2026, filed 13 Oct 2026.