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Harvest Investment Services’s Broadcom AVGO Stock Holding History

Harvest Investment Services’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 		$4.04M Sell
10,696
-3,234
-23% -$1.3M 0.62% 39
2026
Q1 		$4.31M Sell
13,930
-194
-1% -$63.8K 0.79% 31
2025
Q4 		$4.89M Buy
14,124
+432
+3% +$154K 0.92% 23
2025
Q3 		$4.52M Buy
13,692
+4,983
+57% +$1.53M 0.91% 24
2025
Q2 		$2.4M Sell
8,709
-7,181
-45% -$1.56M 0.54% 44
2025
Q1 		$2.66M Sell
15,890
-23,275
-59% -$4.93M 0.74% 27
2024
Q4 		$9.08M Buy
39,165
+112
+0.3% +$20.7K 2.22% 5
2024
Q3 		$6.74M Buy
39,053
+7,213
+23% +$1.16M 2.15% 6
2024
Q2 		$5.11M Buy
31,840
+9,010
+39% +$1.26M 2.03% 10
2024
Q1 		$3.03M Buy
22,830
+17,080
+297% +$2.12M 1.22% 19
2023
Q4 		$642K Sell
5,750
-4,130
-42% -$391K 0.3% 91
2023
Q3 		$821K Buy
+9,880
New +$856K 0.53% 54
2022
Q3 		– Sell
-8,030
Closed -$390K – 115
2022
Q2 		$390K Buy
8,030
+60
+0.8% +$3.37K 0.3% 80
2022
Q1 		$501K Sell
7,970
-350
-4% -$20.8K 0.3% 96
2021
Q4 		$553K Sell
8,320
-160
-2% -$8.99K 0.23% 129
2021
Q3 		$411K Sell
8,480
-190
-2% -$9.24K 0.17% 174
2021
Q2 		$413K Buy
+8,670
New +$402K 0.17% 160
2019
Q2 		– Sell
-8,990
Closed -$274K – 153
2019
Q1 		$274K Buy
+8,990
New +$244K 0.16% 113

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

Harvest Investment Services's AVGO Position: Q2 2026 in Review

Harvest Investment Services reduced its Broadcom (AVGO) stake by 23% in Q2 2026, selling an estimated $1.3M and leaving 10,696 shares worth $4.04M. The position accounts for 0.62% of the portfolio, ranked #39.

Harvest Investment Services first reported a position in AVGO in Q1 2019 and has held it in 18 quarters since. The position peaked at $9.08M in Q4 2024. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Harvest Investment Services held 10,696 shares of Broadcom worth $4.04M as of Q2 2026.
  • Harvest Investment Services sold 3,234 Broadcom shares in Q2 2026, an estimated $1.3M.
  • Broadcom made up 0.62% of Harvest Investment Services's portfolio in Q2 2026, its #39 holding.
  • Harvest Investment Services first reported a position in Broadcom in Q1 2019 and has held it in 18 quarters since.
  • Harvest Investment Services's Broadcom position peaked at $9.08M in Q4 2024.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Harvest Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.