Kensington Investment Counsel’s Broadcom AVGO Stock Holding History

Kensington Investment Counsel’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 Q1	$1.96M	Sell	6,327 -450	-7%	-$148K	0.94%	33
2025 Q4	$2.35M	Buy	6,777 +962	+17%	+$344K	0.95%	33
2025 Q3	$1.92M	Buy	5,815 +516	+10%	+$158K	0.78%	41
2025 Q2	$1.46M	Buy	5,299 +69	+1%	+$15K	0.63%	49
2025 Q1	$876K	Hold	5,230	–	–	0.39%	65
2024 Q4	$1.21M	Sell	5,230 -356	-6%	-$65.8K	0.51%	61
2024 Q3	$964K	Buy	5,586 +306	+6%	+$49.1K	0.4%	71
2024 Q2	$848K	Hold	5,280	–	–	0.38%	72
2024 Q1	$700K	Buy	5,280 +50	+1%	+$6.2K	0.32%	79
2023 Q4	$584K	Hold	5,230	–	–	0.31%	78
2023 Q3	$434K	Buy	5,230 +230	+5%	+$19.9K	0.27%	85
2023 Q2	$434K	Buy	+5,000	New	+$357K	0.28%	88

Other funds holding AVGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kensington Investment Counsel's AVGO Position: Q1 2026 in Review

Kensington Investment Counsel reduced its Broadcom (AVGO) stake by 6.6% in Q1 2026, selling an estimated $148K and leaving 6,327 shares worth $1.96M. The position accounts for 0.94% of the portfolio, ranked #33.

Kensington Investment Counsel first reported a position in AVGO in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.35M in Q4 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Kensington Investment Counsel held 6,327 shares of Broadcom worth $1.96M as of Q1 2026.
Kensington Investment Counsel sold 450 Broadcom shares in Q1 2026, an estimated $148K.
Broadcom made up 0.94% of Kensington Investment Counsel's portfolio in Q1 2026, its #33 holding.
Kensington Investment Counsel first reported a position in Broadcom in Q2 2023 and has held it in 12 quarters since.
Kensington Investment Counsel's Broadcom position peaked at $2.35M in Q4 2025.
4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Kensington Investment Counsel's 13F filing for Q1 2026, filed 19 May 2026.