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AVGO icon

INVST’s Broadcom AVGO Stock Holding History

INVST’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 		$1.24M Sell
3,280
-816
-20% -$327K 0.12% 137
2026
Q1 		$1.27M Sell
4,096
-478
-10% -$157K 0.14% 111
2025
Q4 		$1.58M Buy
4,574
+250
+6% +$89.4K 0.17% 103
2025
Q3 		$1.43M Sell
4,324
-67
-2% -$20.6K 0.16% 110
2025
Q2 		$1.21M Buy
4,391
+246
+6% +$53.4K 0.15% 118
2025
Q1 		$694K Buy
4,145
+1,054
+34% +$223K 0.09% 178
2024
Q4 		$717K Buy
3,091
+67
+2% +$12.4K 0.09% 145
2024
Q3 		$522K Buy
3,024
+84
+3% +$13.5K 0.06% 173
2024
Q2 		$482K Buy
2,940
+200
+7% +$28K 0.05% 168
2024
Q1 		$370K Buy
2,740
+40
+1% +$4.96K 0.04% 175
2023
Q4 		$330K Buy
+2,700
New +$256K 0.04% 175

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 $3.37T AUM 44.26% 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

INVST's AVGO Position: Q2 2026 in Review

INVST reduced its Broadcom (AVGO) stake by 20% in Q2 2026, selling an estimated $327K and leaving 3,280 shares worth $1.24M. The position accounts for 0.12% of the portfolio, ranked #137.

INVST first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.58M in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • INVST held 3,280 shares of Broadcom worth $1.24M as of Q2 2026.
  • INVST sold 816 Broadcom shares in Q2 2026, an estimated $327K.
  • Broadcom made up 0.12% of INVST's portfolio in Q2 2026, its #137 holding.
  • INVST first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • INVST's Broadcom position peaked at $1.58M in Q4 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.