Isthmus Partners’s Broadcom AVGO Stock Holding History

Isthmus 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	$21.6M	Sell	57,198 -883	-2%	-$354K	2.09%	5
2026 Q1	$18M	Buy	58,081 +252	+0.4%	+$82.9K	1.89%	6
2025 Q4	$20M	Sell	57,829 -2,176	-4%	-$778K	2.22%	6
2025 Q3	$19.8K	Sell	60,005 -3,605	-6%	-$1.11M	﹤0.01%	125
2025 Q2	$17.5M	Sell	63,610 -264	-0.4%	-$57.3K	2.05%	6
2025 Q1	$10.7M	Buy	+63,874	New	+$13.5M	1.34%	39
2019 Q2	–	Sell	-569,720	Closed	-$6.38M	–	145
2019 Q1	$6.38M	Buy	+569,720	New	+$15.4M	1.55%	36
2018 Q4	–	Sell	-320	Closed	-$8K	–	144
2018 Q3	$8K	Hold	320	–	–	﹤0.01%	247
2018 Q2	$8K	Hold	320	–	–	﹤0.01%	237
2018 Q1	$8K	Sell	320 -200	-38%	-$5.04K	﹤0.01%	232
2017 Q4	$13K	Hold	520	–	–	﹤0.01%	229
2017 Q3	$13K	Buy	520 +200	+63%	+$4.95K	﹤0.01%	237
2017 Q2	$7K	Hold	320	–	–	﹤0.01%	262
2017 Q1	$7K	Hold	320	–	–	﹤0.01%	267
2016 Q4	$6K	Buy	+320	New	+$5.54K	﹤0.01%	271

Other funds holding AVGO

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Isthmus Partners's AVGO Position: Q2 2026 in Review

Isthmus Partners reduced its Broadcom (AVGO) stake by 1.5% in Q2 2026, selling an estimated $354K and leaving 57,198 shares worth $21.6M. The position accounts for 2.09% of the portfolio, ranked #5.

Isthmus Partners first reported a position in AVGO in Q4 2016 and has held it in 15 quarters since. 1,613 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Isthmus Partners held 57,198 shares of Broadcom worth $21.6M as of Q2 2026.
Isthmus Partners sold 883 Broadcom shares in Q2 2026, an estimated $354K.
Broadcom made up 2.09% of Isthmus Partners's portfolio in Q2 2026, its #5 holding.
Isthmus Partners first reported a position in Broadcom in Q4 2016 and has held it in 15 quarters since.
1,613 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Isthmus Partners's 13F filing for Q2 2026, filed 20 Jul 2026.