J. Safra Asset Management’s Broadcom AVGO Stock Holding History

J. Safra Asset Management’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	$6.66M	Sell	17,624 -6,012	-25%	-$2.41M	0.31%	35
2026 Q1	$7.32M	Sell	23,636 -1,032	-4%	-$340K	0.39%	31
2025 Q4	$8.54M	Buy	24,668 +2,584	+12%	+$924K	0.45%	29
2025 Q3	$7.29M	Buy	22,084 +6,858	+45%	+$2.1M	0.44%	25
2025 Q2	$4.2M	Buy	15,226 +1,441	+10%	+$313K	0.29%	27
2025 Q1	$2.31M	Buy	13,785 +5,674	+70%	+$1.2M	0.19%	35
2024 Q4	$1.91M	Buy	8,111 +3,530	+77%	+$653K	0.16%	35
2024 Q3	$791K	Buy	4,581 +1,831	+67%	+$294K	0.08%	34
2024 Q2	$442K	Buy	2,750 +2,080	+310%	+$291K	0.04%	40
2024 Q1	$88.8K	Sell	670 -2,090	-76%	-$259K	0.01%	67
2023 Q4	$308K	Sell	2,760 -690	-20%	-$65.3K	0.04%	29
2023 Q3	$287K	Hold	3,450	–	–	0.04%	28
2023 Q2	$299K	Hold	3,450	–	–	0.04%	31
2023 Q1	$221K	Hold	3,450	–	–	0.04%	37
2022 Q4	$192K	Buy	+3,450	New	+$173K	0.03%	27
2022 Q2	–	Sell	-1,400	Closed	–	–	40
2022 Q1	$0	Buy	+1,400	New	+$83.2K	﹤0.01%	53
2016 Q3	–	Sell	-9,760	Closed	-$152K	–	160
2016 Q2	$152K	Buy	+9,760	New	+$149K	0.25%	40

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

J. Safra Asset Management's AVGO Position: Q2 2026 in Review

J. Safra Asset Management reduced its Broadcom (AVGO) stake by 25% in Q2 2026, selling an estimated $2.41M and leaving 17,624 shares worth $6.66M. The position accounts for 0.31% of the portfolio, ranked #35.

J. Safra Asset Management first reported a position in AVGO in Q2 2016 and has held it in 17 quarters since. The position peaked at $8.54M in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

J. Safra Asset Management held 17,624 shares of Broadcom worth $6.66M as of Q2 2026.
J. Safra Asset Management sold 6,012 Broadcom shares in Q2 2026, an estimated $2.41M.
Broadcom made up 0.31% of J. Safra Asset Management's portfolio in Q2 2026, its #35 holding.
J. Safra Asset Management first reported a position in Broadcom in Q2 2016 and has held it in 17 quarters since.
J. Safra Asset Management's Broadcom position peaked at $8.54M in Q4 2025.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.