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 Q2	$2.39M	Hold	6,327	–	–	1.04%	30
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 $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

Kensington Investment Counsel's AVGO Position: Q2 2026 in Review

Kensington Investment Counsel held its Broadcom (AVGO) position steady in Q2 2026 at 6,327 shares worth $2.39M. The position accounts for 1.04% of the portfolio, ranked #30.

Kensington Investment Counsel first reported a position in AVGO in Q2 2023 and has held it in 13 quarters since. 4,846 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Kensington Investment Counsel held 6,327 shares of Broadcom worth $2.39M as of Q2 2026.
Kensington Investment Counsel left its Broadcom share count unchanged in Q2 2026.
Broadcom made up 1.04% of Kensington Investment Counsel's portfolio in Q2 2026, its #30 holding.
Kensington Investment Counsel first reported a position in Broadcom in Q2 2023 and has held it in 13 quarters since.
4,846 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Kensington Investment Counsel's 13F filing for Q2 2026, filed 14 Aug 2026.