Intellectus Partners’s Broadcom AVGO Stock Holding History

Intellectus 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	$2.81M	Sell	7,433 -191	-3%	-$76.6K	0.49%	44
2026 Q1	$2.36M	Buy	7,624 +193	+3%	+$63.5K	0.48%	51
2025 Q4	$2.57M	Buy	7,431 +51	+0.7%	+$18.2K	0.5%	47
2025 Q3	$2.43M	Buy	7,380 +140	+2%	+$43K	0.47%	57
2025 Q2	$2M	Sell	7,240 -620	-8%	-$135K	0.43%	64
2025 Q1	$1.32M	Hold	7,860	–	–	0.32%	90
2024 Q4	$1.82M	Hold	7,860	–	–	0.4%	67
2024 Q3	$1.36M	Buy	+7,860	New	+$1.26M	0.35%	89
2020 Q4	–	Sell	-287,060	Closed	-$10.5M	–	237
2020 Q3	$10.5M	Buy	+287,060	New	+$9.61M	3.95%	3
2019 Q2	–	Sell	-1,810	Closed	-$54K	–	203
2019 Q1	$54K	Hold	1,810	–	–	0.02%	253
2018 Q4	$46K	Sell	1,810 -12,500	-87%	-$295K	0.03%	153
2018 Q3	$353K	Hold	14,310	–	–	0.12%	178
2018 Q2	$347K	Buy	+14,310	New	+$351K	0.13%	174
2018 Q1	–	Sell	-16,810	Closed	-$432K	–	594
2017 Q4	$432K	Hold	16,810	–	–	0.16%	147
2017 Q3	$408K	Hold	16,810	–	–	0.17%	142
2017 Q2	$392K	Buy	16,810 +950	+6%	+$22K	0.18%	137
2017 Q1	$347K	Hold	15,860	–	–	0.18%	134
2016 Q4	$280K	Buy	+15,860	New	+$275K	0.15%	146

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

Intellectus Partners's AVGO Position: Q2 2026 in Review

Intellectus Partners reduced its Broadcom (AVGO) stake by 2.5% in Q2 2026, selling an estimated $76.6K and leaving 7,433 shares worth $2.81M. The position accounts for 0.49% of the portfolio, ranked #44.

Intellectus Partners first reported a position in AVGO in Q4 2016 and has held it in 18 quarters since. The position peaked at $10.5M in Q3 2020. 4,828 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Intellectus Partners held 7,433 shares of Broadcom worth $2.81M as of Q2 2026.
Intellectus Partners sold 191 Broadcom shares in Q2 2026, an estimated $76.6K.
Broadcom made up 0.49% of Intellectus Partners's portfolio in Q2 2026, its #44 holding.
Intellectus Partners first reported a position in Broadcom in Q4 2016 and has held it in 18 quarters since.
Intellectus Partners's Broadcom position peaked at $10.5M in Q3 2020.
4,828 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Intellectus Partners's 13F filing for Q2 2026, filed 12 Aug 2026.