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Jordan Park Trust’s Broadcom AVGO Stock Holding History

Jordan Park Trust’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 		$242K Sell
641
-45
-7% -$18K 0.17% 14
2026
Q1 		$212K Hold
686
– – 0.16% 14
2025
Q4 		$237K Sell
686
-95
-12% -$34K 0.16% 14
2025
Q3 		$258K Sell
781
-15
-2% -$4.6K 0.25% 13
2025
Q2 		$219K Buy
+796
New +$173K 0.2% 13

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

Jordan Park Trust's AVGO Position: Q2 2026 in Review

Jordan Park Trust reduced its Broadcom (AVGO) stake by 6.6% in Q2 2026, selling an estimated $18K and leaving 641 shares worth $242K. The position accounts for 0.17% of the portfolio, ranked #14.

Jordan Park Trust first reported a position in AVGO in Q2 2025 and has held it in 5 quarters since. The position peaked at $258K in Q3 2025. 4,801 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Jordan Park Trust held 641 shares of Broadcom worth $242K as of Q2 2026.
  • Jordan Park Trust sold 45 Broadcom shares in Q2 2026, an estimated $18K.
  • Broadcom made up 0.17% of Jordan Park Trust's portfolio in Q2 2026, its #14 holding.
  • Jordan Park Trust first reported a position in Broadcom in Q2 2025 and has held it in 5 quarters since.
  • Jordan Park Trust's Broadcom position peaked at $258K in Q3 2025.
  • 4,801 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Jordan Park Trust's 13F filing for Q2 2026, filed 27 Jul 2026.