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Investment Research Partners’s Broadcom AVGO Stock Holding History

Investment Research 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 		$3.85M Buy
10,203
+90
+0.9% +$36.1K 1.3% 15
2026
Q1 		$3.13M Sell
10,113
-931
-8% -$306K 1.27% 17
2025
Q4 		$3.82M Buy
11,044
+768
+7% +$275K 1.64% 13
2025
Q3 		$3.97M Buy
+10,276
New +$3.15M 1.78% 12

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Investment Research Partners's AVGO Position: Q2 2026 in Review

Investment Research Partners increased its Broadcom (AVGO) stake by 0.89% in Q2 2026, buying an estimated $36.1K and bringing the position to 10,203 shares worth $3.85M. The position accounts for 1.3% of the portfolio, ranked #15.

Investment Research Partners first reported a position in AVGO in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.97M in Q3 2025. 3,877 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Investment Research Partners held 10,203 shares of Broadcom worth $3.85M as of Q2 2026.
  • Investment Research Partners bought 90 Broadcom shares in Q2 2026, an estimated $36.1K.
  • Broadcom made up 1.3% of Investment Research Partners's portfolio in Q2 2026, its #15 holding.
  • Investment Research Partners first reported a position in Broadcom in Q3 2025 and has held it in 4 quarters since.
  • Investment Research Partners's Broadcom position peaked at $3.97M in Q3 2025.
  • 3,877 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.