IC
AVGO icon

IEQ Capital’s Broadcom AVGO Stock Holding History

IEQ 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
Q2 		$289M Sell
764,997
-65,354
-8% -$26.2M 1.33% 14
2026
Q1 		$257M Buy
830,351
+181,515
+28% +$59.7M 1.19% 14
2025
Q4 		$225M Buy
648,836
+34,495
+6% +$12.3M 0.67% 20
2025
Q3 		$203M Buy
614,341
+77,248
+14% +$23.7M 0.62% 21
2025
Q2 		$148M Buy
537,093
+70,904
+15% +$15.4M 0.91% 18
2025
Q1 		$78.1M Buy
466,189
+52,467
+13% +$11.1M 0.62% 25
2024
Q4 		$95.9M Buy
413,722
+30,074
+8% +$5.56M 0.93% 19
2024
Q3 		$66.2M Buy
383,648
+49,428
+15% +$7.92M 0.81% 20
2024
Q2 		$53.7M Buy
334,220
+30,670
+10% +$4.3M 0.72% 26
2024
Q1 		$40.2M Buy
303,550
+20,040
+7% +$2.48M 0.58% 28
2023
Q4 		$31.6M Buy
283,510
+26,440
+10% +$2.5M 0.53% 33
2023
Q3 		$21.4M Buy
257,070
+10,500
+4% +$910K 0.43% 42
2023
Q2 		$21.4M Buy
246,570
+12,190
+5% +$869K 0.43% 44
2023
Q1 		$15M Buy
234,380
+14,410
+7% +$867K 0.35% 50
2022
Q4 		$12.3M Sell
219,970
-5,630
-2% -$282K 0.34% 57
2022
Q3 		$10M Buy
225,600
+88,650
+65% +$4.53M 0.27% 58
2022
Q2 		$6.65M Buy
136,950
+5,910
+5% +$332K 0.2% 79
2022
Q1 		$8.25M Buy
131,040
+18,410
+16% +$1.09M 0.2% 76
2021
Q4 		$7.49M Buy
112,630
+17,950
+19% +$1.01M 0.17% 78
2021
Q3 		$4.59M Buy
94,680
+14,680
+18% +$714K 0.12% 108
2021
Q2 		$3.81M Buy
80,000
+24,000
+43% +$1.11M 0.11% 110
2021
Q1 		$2.6M Buy
+56,000
New +$2.59M 0.11% 113
2020
Q4 		– Sell
-48,780
Closed -$1.78M – 231
2020
Q3 		$1.78M Buy
48,780
+5,390
+12% +$181K 0.1% 120
2020
Q2 		$1.37M Sell
43,390
-9,440
-18% -$264K 0.09% 128
2020
Q1 		$1.25M Buy
52,830
+4,250
+9% +$120K 0.1% 125
2019
Q4 		$1.54M Buy
+48,580
New +$1.47M 0.13% 112

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 $3.38T AUM 44.17% 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

IEQ Capital's AVGO Position: Q2 2026 in Review

IEQ Capital reduced its Broadcom (AVGO) stake by 7.9% in Q2 2026, selling an estimated $26.2M and leaving 764,997 shares worth $289M. The position accounts for 1.33% of the portfolio, ranked #14.

IEQ Capital first reported a position in AVGO in Q4 2019 and has held it in 26 quarters since. 4,859 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • IEQ Capital held 764,997 shares of Broadcom worth $289M as of Q2 2026.
  • IEQ Capital sold 65,354 Broadcom shares in Q2 2026, an estimated $26.2M.
  • Broadcom made up 1.33% of IEQ Capital's portfolio in Q2 2026, its #14 holding.
  • IEQ Capital first reported a position in Broadcom in Q4 2019 and has held it in 26 quarters since.
  • 4,859 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.