Hillsdale Investment Management’s Broadcom AVGO Stock Holding History

Hillsdale Investment 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	$14.6M	Sell	38,554 -3,750	-9%	-$1.5M	0.33%	60
2026 Q1	$13.1M	Buy	42,304 +5,530	+15%	+$1.82M	0.36%	43
2025 Q4	$12.7M	Buy	36,774 +2,980	+9%	+$1.07M	0.35%	47
2025 Q3	$11.1M	Sell	33,794 -6,950	-17%	-$2.13M	0.34%	46
2025 Q2	$11.2M	Buy	40,744 +33,130	+435%	+$7.19M	0.41%	39
2025 Q1	$1.27M	Buy	7,614 +2,920	+62%	+$618K	0.06%	240
2024 Q4	$1.09M	Sell	4,694 -220	-4%	-$40.7K	0.06%	232
2024 Q3	$848K	Buy	4,914 +1,264	+35%	+$203K	0.07%	242
2024 Q2	$586K	Sell	3,650 -550	-13%	-$77.1K	0.05%	296
2024 Q1	$557K	Buy	4,200 +1,100	+35%	+$136K	0.04%	306
2023 Q4	$346K	Sell	3,100 -900	-23%	-$85.2K	0.03%	338
2023 Q3	$332K	Buy	4,000 +2,360	+144%	+$205K	0.03%	329
2023 Q2	$142K	Buy	1,640 +500	+44%	+$35.7K	0.01%	346
2023 Q1	$73.1K	Sell	1,140 -1,500	-57%	-$90.2K	0.01%	483
2022 Q4	$148K	Sell	2,640 -10,500	-80%	-$526K	0.01%	416
2022 Q3	$584K	Buy	13,140 +1,110	+9%	+$56.7K	0.05%	279
2022 Q2	$585K	Buy	12,030 +860	+8%	+$48.3K	0.05%	287
2022 Q1	$704K	Sell	11,170 -220	-2%	-$13.1K	0.05%	307
2021 Q4	$758K	Sell	11,390 -2,000	-15%	-$112K	0.05%	301
2021 Q3	$649K	Sell	13,390 -700	-5%	-$34K	0.05%	326
2021 Q2	$672K	Buy	14,090 +190	+1%	+$8.8K	0.05%	312
2021 Q1	$644K	Buy	13,900 +11,200	+415%	+$518K	0.05%	298
2020 Q4	$118K	Sell	2,700 -11,600	-81%	-$452K	0.01%	404
2020 Q3	$521K	Buy	14,300 +1,000	+8%	+$33.5K	0.05%	309
2020 Q2	$419K	Sell	13,300 -5,000	-27%	-$140K	0.04%	355
2020 Q1	$434K	Sell	18,300 -2,700	-13%	-$76.1K	0.05%	314
2019 Q4	$663K	Buy	21,000 +2,600	+14%	+$78.9K	0.06%	296
2019 Q3	$507K	Sell	18,400 -2,700	-13%	-$76.8K	0.04%	340
2019 Q2	$607K	Buy	21,100 +3,800	+22%	+$111K	0.06%	293
2019 Q1	$520K	Buy	17,300 +2,500	+17%	+$67.8K	0.05%	300
2018 Q4	$377K	Buy	14,800 +1,800	+14%	+$42.5K	0.04%	333
2018 Q3	$321K	Hold	13,000	–	–	0.04%	253
2018 Q2	$315K	Hold	13,000	–	–	0.04%	283
2018 Q1	$306K	Sell	13,000 -1,000	-7%	-$25.2K	0.04%	272
2017 Q4	$360K	Sell	14,000 -1,000	-7%	-$26K	0.06%	267
2017 Q3	$364K	Buy	15,000 +3,000	+25%	+$74.2K	0.06%	244
2017 Q2	$280K	Buy	12,000 +8,700	+264%	+$202K	0.05%	272
2017 Q1	$72K	Sell	3,300 -15,000	-82%	-$309K	0.01%	298
2016 Q4	$324K	Sell	18,300 -2,300	-11%	-$39.8K	0.07%	217
2016 Q3	$355K	Hold	20,600	–	–	0.09%	224
2016 Q2	$320K	Sell	20,600 -3,000	-13%	-$45.7K	0.09%	247
2016 Q1	$364K	Buy	+23,600	New	+$319K	0.12%	198
2015 Q3	–	Sell	-35,200	Closed	-$468K	–	496
2015 Q2	$468K	Sell	35,200 -8,000	-19%	-$105K	0.14%	129
2015 Q1	$549K	Sell	43,200 -14,000	-24%	-$161K	0.14%	122
2014 Q4	$575K	Buy	57,200 +10,200	+22%	+$91.1K	0.15%	116
2014 Q3	$409K	Buy	47,000 +35,000	+292%	+$273K	0.13%	111
2014 Q2	$86K	Hold	12,000	–	–	0.02%	404
2014 Q1	$77K	Buy	+12,000	New	+$70.3K	0.02%	403

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

Hillsdale Investment Management's AVGO Position: Q2 2026 in Review

Hillsdale Investment Management reduced its Broadcom (AVGO) stake by 8.9% in Q2 2026, selling an estimated $1.5M and leaving 38,554 shares worth $14.6M. The position accounts for 0.33% of the portfolio, ranked #60.

Hillsdale Investment Management first reported a position in AVGO in Q1 2014 and has held it in 48 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Hillsdale Investment Management held 38,554 shares of Broadcom worth $14.6M as of Q2 2026.
Hillsdale Investment Management sold 3,750 Broadcom shares in Q2 2026, an estimated $1.5M.
Broadcom made up 0.33% of Hillsdale Investment Management's portfolio in Q2 2026, its #60 holding.
Hillsdale Investment Management first reported a position in Broadcom in Q1 2014 and has held it in 48 quarters since.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Hillsdale Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.