JVL Associates’s Broadcom AVGO Stock Holding History

JVL Associates’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 Q3	$945K	Buy	2,691 +97	+4%	+$36.5K	0.27%	32
2026 Q2	$980K	Buy	2,594 +515	+25%	+$206K	0.28%	30
2026 Q1	$643K	Sell	2,079 -66	-3%	-$21.7K	0.22%	38
2025 Q4	$742K	Buy	2,145 +223	+12%	+$79.7K	0.24%	36
2025 Q3	$634K	Buy	1,922 +40	+2%	+$12.3K	0.21%	39
2025 Q2	$519K	Buy	1,882 +20	+1%	+$4.34K	0.19%	40
2025 Q1	$312K	Sell	1,862 -18	-1%	-$3.81K	0.13%	48
2024 Q4	$436K	Buy	1,880 +99	+6%	+$18.3K	0.17%	41
2024 Q3	$307K	Buy	1,781 +211	+13%	+$33.8K	0.12%	44
2024 Q2	$252K	Buy	+1,570	New	+$220K	0.1%	47

Other funds holding AVGO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

JVL Associates's AVGO Position: Q3 2026 in Review

JVL Associates increased its Broadcom (AVGO) stake by 3.7% in Q3 2026, buying an estimated $36.5K and bringing the position to 2,691 shares worth $945K. The position accounts for 0.27% of the portfolio, ranked #32.

JVL Associates first reported a position in AVGO in Q2 2024 and has held it in 10 quarters since. The position peaked at $980K in Q2 2026. 2,962 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

JVL Associates held 2,691 shares of Broadcom worth $945K as of Q3 2026.
JVL Associates bought 97 Broadcom shares in Q3 2026, an estimated $36.5K.
Broadcom made up 0.27% of JVL Associates's portfolio in Q3 2026, its #32 holding.
JVL Associates first reported a position in Broadcom in Q2 2024 and has held it in 10 quarters since.
JVL Associates's Broadcom position peaked at $980K in Q2 2026.
2,962 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on JVL Associates's 13F filing for Q3 2026, filed 9 Oct 2026.