Hudson Value Partners’s Broadcom AVGO Stock Holding History

Hudson Value 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 Q2	$850K	Hold	2,250	–	–	0.21%	68
2026 Q1	$696K	Hold	2,250	–	–	0.21%	74
2025 Q4	$787K	Hold	2,250	–	–	0.23%	71
2025 Q3	$742K	Sell	2,250 -800	-26%	-$245K	0.23%	74
2025 Q2	$841K	Sell	3,050 -20	-0.7%	-$4.34K	0.29%	68
2025 Q1	$514K	Buy	3,070 +20	+0.7%	+$4.23K	0.19%	80
2024 Q4	$707K	Sell	3,050 -20	-0.7%	-$3.7K	0.26%	69
2024 Q3	$530K	Hold	3,070	–	–	0.21%	76
2024 Q2	$493K	Sell	3,070 -10	-0.3%	-$1.4K	0.21%	74
2024 Q1	$408K	Buy	3,080 +80	+3%	+$9.91K	0.17%	80
2023 Q4	$335K	Sell	3,000 -550	-15%	-$52.1K	0.16%	82
2023 Q3	$295K	Buy	3,550 +10	+0.3%	+$867	0.15%	88
2023 Q2	$307K	Buy	+3,540	New	+$252K	0.16%	92

Other funds holding AVGO

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Hudson Value Partners's AVGO Position: Q2 2026 in Review

Hudson Value Partners held its Broadcom (AVGO) position steady in Q2 2026 at 2,250 shares worth $850K. The position accounts for 0.21% of the portfolio, ranked #68.

Hudson Value Partners first reported a position in AVGO in Q2 2023 and has held it in 13 quarters since. 1,613 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Hudson Value Partners held 2,250 shares of Broadcom worth $850K as of Q2 2026.
Hudson Value Partners left its Broadcom share count unchanged in Q2 2026.
Broadcom made up 0.21% of Hudson Value Partners's portfolio in Q2 2026, its #68 holding.
Hudson Value Partners first reported a position in Broadcom in Q2 2023 and has held it in 13 quarters since.
1,613 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Hudson Value Partners's 13F filing for Q2 2026, filed 10 Jul 2026.