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Knollwood Investment Advisory’s Broadcom AVGO Stock Holding History

Knollwood Investment Advisory’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 		$25.7M Buy
68,063
+23,491
+53% +$9.42M 2.29% 9
2026
Q1 		$13.8M Buy
44,572
+3,689
+9% +$1.21M 1.39% 13
2025
Q4 		$14.1M Buy
40,883
+5,452
+15% +$1.95M 1.33% 14
2025
Q3 		$11.7M Buy
35,431
+131
+0.4% +$40.2K 1.05% 18
2025
Q2 		$9.73M Hold
35,300
– – 0.93% 20
2025
Q1 		$5.91M Buy
35,300
+7,300
+26% +$1.55M 0.65% 34
2024
Q4 		$6.49M Hold
28,000
– – 0.68% 30
2024
Q3 		$4.83M Buy
28,000
+11,850
+73% +$1.9M 0.52% 42
2024
Q2 		$2.59M Buy
+16,150
New +$2.26M 0.29% 83

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 $3.38T AUM 44.17% 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

Knollwood Investment Advisory's AVGO Position: Q2 2026 in Review

Knollwood Investment Advisory increased its Broadcom (AVGO) stake by 53% in Q2 2026, buying an estimated $9.42M and bringing the position to 68,063 shares worth $25.7M. The position accounts for 2.29% of the portfolio, ranked #9.

Knollwood Investment Advisory first reported a position in AVGO in Q2 2024 and has held it in 9 quarters since. 4,856 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Knollwood Investment Advisory held 68,063 shares of Broadcom worth $25.7M as of Q2 2026.
  • Knollwood Investment Advisory bought 23,491 Broadcom shares in Q2 2026, an estimated $9.42M.
  • Broadcom made up 2.29% of Knollwood Investment Advisory's portfolio in Q2 2026, its #9 holding.
  • Knollwood Investment Advisory first reported a position in Broadcom in Q2 2024 and has held it in 9 quarters since.
  • 4,856 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Knollwood Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.