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Horizon Investment Services’s Broadcom AVGO Stock Holding History

Horizon 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 		$11.1M Sell
29,394
-633
-2% -$254K 3.09% 6
2026
Q1 		$9.29M Sell
30,027
-617
-2% -$203K 3.23% 5
2025
Q4 		$10.6M Sell
30,644
-1,218
-4% -$436K 3.82% 5
2025
Q3 		$10.5M Buy
31,862
+611
+2% +$187K 3.97% 6
2025
Q2 		$8.61M Sell
31,251
-1,424
-4% -$309K 3.77% 4
2025
Q1 		$5.47M Sell
32,675
-4,263
-12% -$902K 2.66% 9
2024
Q4 		$8.56M Sell
36,938
-187
-0.5% -$34.6K 3.64% 6
2024
Q3 		$6.4M Buy
37,125
+335
+0.9% +$53.7K 2.74% 8
2024
Q2 		$5.91M Buy
36,790
+660
+2% +$92.5K 2.79% 9
2024
Q1 		$4.79M Sell
36,130
-480
-1% -$59.5K 2.34% 8
2023
Q4 		$4.09M Buy
36,610
+3,850
+12% +$365K 2.21% 10
2023
Q3 		$2.72M Buy
+32,760
New +$2.84M 1.64% 19

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

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

Horizon Investment Services reduced its Broadcom (AVGO) stake by 2.1% in Q2 2026, selling an estimated $254K and leaving 29,394 shares worth $11.1M. The position accounts for 3.09% of the portfolio, ranked #6.

Horizon Investment Services first reported a position in AVGO in Q3 2023 and has held it in 12 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Horizon Investment Services held 29,394 shares of Broadcom worth $11.1M as of Q2 2026.
  • Horizon Investment Services sold 633 Broadcom shares in Q2 2026, an estimated $254K.
  • Broadcom made up 3.09% of Horizon Investment Services's portfolio in Q2 2026, its #6 holding.
  • Horizon Investment Services first reported a position in Broadcom in Q3 2023 and has held it in 12 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Horizon Investment Services's 13F filing for Q2 2026, filed 6 Aug 2026.