Iconiq Capital’s Broadcom AVGO Stock Holding History

Iconiq Capital’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 Q1	$132M	Hold	426,802	–	–	2.96%	10
2025 Q4	$148M	Sell	426,802 -1,207	-0.3%	-$432K	2.23%	11
2025 Q3	$141M	Buy	428,009 +320,179	+297%	+$98.2M	1.76%	11
2025 Q2	$29.7M	Sell	107,830 -747	-0.7%	-$162K	0.5%	19
2025 Q1	$18.2M	Sell	108,577 -505,980	-82%	-$107M	0.32%	19
2024 Q4	$142M	Buy	614,557 +8,795	+1%	+$1.63M	2.22%	9
2024 Q3	$104M	Buy	605,762 +10,322	+2%	+$1.65M	2.25%	10
2024 Q2	$9.56M	Buy	+595,440	New	+$83.4M	0.2%	26
2019 Q3	–	Sell	-80,170	Closed	-$2.33M	–	54
2019 Q2	$2.33M	Hold	80,170	–	–	0.14%	25
2019 Q1	$2.41M	Buy	80,170 +710	+0.9%	+$19.2K	0.26%	23
2018 Q4	$2.02M	Buy	79,460 +680	+0.9%	+$16K	0.28%	25
2018 Q3	$1.94M	Buy	78,780 +36,920	+88%	+$828K	0.2%	28
2018 Q2	$1.02M	Sell	41,860 -290	-0.7%	-$7.11K	0.13%	35
2018 Q1	$993K	Buy	+42,150	New	+$1.06M	0.11%	37

Other funds holding AVGO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return