Groupama Asset Management’s Broadcom AVGO Stock Holding History

Groupama Asset Management’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	$362M	Buy	970,123 +115,567	+14%	+$46.3M	4.56%	5
2026 Q1	$264M	Sell	854,556 -12,199	-1%	-$4.01M	3.86%	5
2025 Q4	$300M	Sell	866,755 -345,635	-29%	-$124M	4.39%	5
2025 Q3	$400M	Sell	1,212,390 -4,058	-0.3%	-$1.24M	5.86%	3
2025 Q2	$328M	Buy	+1,216,448	New	+$264M	5.42%	3
2024 Q4	–	Sell	-1,014,931	Closed	-$141M	–	410
2024 Q3	$141M	Sell	1,014,931 -784,299	-44%	-$126M	3.65%	4
2024 Q2	$155M	Buy	1,799,230 +849,840	+90%	+$119M	2.11%	11
2024 Q1	$149M	Sell	949,390 -269,120	-22%	-$33.3M	2.71%	6
2023 Q4	$136M	Buy	+1,218,510	New	+$115M	3.54%	4

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Groupama Asset Management's AVGO Position: Q2 2026 in Review

Groupama Asset Management increased its Broadcom (AVGO) stake by 14% in Q2 2026, buying an estimated $46.3M and bringing the position to 970,123 shares worth $362M. The position accounts for 4.56% of the portfolio, ranked #5.

Groupama Asset Management first reported a position in AVGO in Q4 2023 and has held it in 9 quarters since. The position peaked at $400M in Q3 2025. 4,828 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Groupama Asset Management held 970,123 shares of Broadcom worth $362M as of Q2 2026.
Groupama Asset Management bought 115,567 Broadcom shares in Q2 2026, an estimated $46.3M.
Broadcom made up 4.56% of Groupama Asset Management's portfolio in Q2 2026, its #5 holding.
Groupama Asset Management first reported a position in Broadcom in Q4 2023 and has held it in 9 quarters since.
Groupama Asset Management's Broadcom position peaked at $400M in Q3 2025.
4,828 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Groupama Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.