KA
AVGO icon

Klingman & Associates’s Broadcom AVGO Stock Holding History

Klingman & 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
Q2 		$5.45M Buy
14,435
+523
+4% +$210K 0.23% 48
2026
Q1 		$4.31M Buy
13,912
+758
+6% +$249K 0.21% 51
2025
Q4 		$4.55M Buy
13,154
+519
+4% +$186K 0.22% 48
2025
Q3 		$4.17M Buy
12,635
+1,303
+11% +$400K 0.21% 51
2025
Q2 		$3.12M Buy
11,332
+2,712
+31% +$589K 0.17% 58
2025
Q1 		$1.44M Buy
8,620
+150
+2% +$31.7K 0.09% 88
2024
Q4 		$1.96M Buy
8,470
+389
+5% +$71.9K 0.12% 74
2024
Q3 		$1.39M Buy
8,081
+2,771
+52% +$444K 0.09% 89
2024
Q2 		$853K Buy
5,310
+500
+10% +$70.1K 0.06% 105
2024
Q1 		$638K Buy
4,810
+140
+3% +$17.3K 0.04% 123
2023
Q4 		$521K Sell
4,670
-3,410
-42% -$323K 0.04% 130
2023
Q3 		$671K Buy
8,080
+4,950
+158% +$429K 0.05% 117
2023
Q2 		$272K Buy
+3,130
New +$223K 0.02% 176

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

Klingman & Associates's AVGO Position: Q2 2026 in Review

Klingman & Associates increased its Broadcom (AVGO) stake by 3.8% in Q2 2026, buying an estimated $210K and bringing the position to 14,435 shares worth $5.45M. The position accounts for 0.23% of the portfolio, ranked #48.

Klingman & Associates first reported a position in AVGO in Q2 2023 and has held it in 13 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Klingman & Associates held 14,435 shares of Broadcom worth $5.45M as of Q2 2026.
  • Klingman & Associates bought 523 Broadcom shares in Q2 2026, an estimated $210K.
  • Broadcom made up 0.23% of Klingman & Associates's portfolio in Q2 2026, its #48 holding.
  • Klingman & Associates first reported a position in Broadcom in Q2 2023 and has held it in 13 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.