Kovitz Investment Group Partners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $68.6M | Sell |
181,657
-5,291
| -3% | -$2.12M | 1.52% | 12 |
|
|
2026
Q1 | $57.9M | Buy |
186,948
+4,499
| +2% | +$1.48M | 1.34% | 12 |
|
|
2025
Q4 | $63.1M | Sell |
182,449
-1,093,102
| -86% | -$391M | 1.4% | 11 |
|
|
2025
Q3 | $421M | Sell |
1,275,551
-118,588
| -9% | -$36.4M | 1.64% | 9 |
|
|
2025
Q2 | $384M | Buy |
1,394,139
+233,661
| +20% | +$50.7M | 1.64% | 6 |
|
|
2025
Q1 | $194M | Sell |
1,160,478
-110,121
| -9% | -$23.3M | 0.98% | 21 |
|
|
2024
Q4 | $295M | Buy |
1,270,599
+993,949
| +359% | +$184M | 1.44% | 9 |
|
|
2024
Q3 | $38M | Buy |
276,650
+47,860
| +21% | +$7.67M | 0.27% | 78 |
|
|
2024
Q2 | $34.1M | Buy |
228,790
+110,070
| +93% | +$15.4M | 0.29% | 59 |
|
|
2024
Q1 | $15.7M | Sell |
118,720
-7,420
| -6% | -$919K | 0.2% | 73 |
|
|
2023
Q4 | $14.1M | Sell |
126,140
-17,260
| -12% | -$1.63M | 0.23% | 45 |
|
|
2023
Q3 | $11.9M | Sell |
143,400
-3,030
| -2% | -$263K | 0.21% | 51 |
|
|
2023
Q2 | $12.7M | Sell |
146,430
-43,290
| -23% | -$3.09M | 0.19% | 56 |
|
|
2023
Q1 | $12.2M | Sell |
189,720
-33,840
| -15% | -$2.04M | 0.21% | 59 |
|
|
2022
Q4 | $12.5M | Buy |
223,560
+4,290
| +2% | +$215K | 0.25% | 54 |
|
|
2022
Q3 | $9.74M | Sell |
219,270
-2,070
| -0.9% | -$106K | 0.23% | 63 |
|
|
2022
Q2 | $10.8M | Buy |
221,340
+5,340
| +2% | +$300K | 0.24% | 61 |
|
|
2022
Q1 | $13.6M | Buy |
216,000
+66,220
| +44% | +$3.93M | 0.26% | 57 |
|
|
2021
Q4 | $6.56M | Sell |
149,780
-59,170
| -28% | -$3.33M | 0.15% | 96 |
|
|
2021
Q3 | $10.1M | Sell |
208,950
-3,350
| -2% | -$163K | 0.2% | 69 |
|
|
2021
Q2 | $10.1M | Buy |
212,300
+59,710
| +39% | +$2.77M | 0.2% | 75 |
|
|
2021
Q1 | $7.08M | Buy |
152,590
+2,810
| +2% | +$130K | 0.17% | 93 |
|
|
2020
Q4 | $6.56M | Sell |
149,780
-9,340
| -6% | -$364K | 0.16% | 94 |
|
|
2020
Q3 | $5.8M | Sell |
159,120
-500
| -0.3% | -$16.7K | 0.16% | 99 |
|
|
2020
Q2 | $5.04M | Sell |
159,620
-5,720
| -3% | -$160K | 0.16% | 104 |
|
|
2020
Q1 | $3.92M | Buy |
165,340
+60,260
| +57% | +$1.7M | 0.14% | 110 |
|
|
2019
Q4 | $3.32M | Buy |
105,080
+73,800
| +236% | +$2.24M | 0.1% | 148 |
|
|
2019
Q3 | $863K | Buy |
31,280
+2,830
| +10% | +$80.5K | 0.03% | 279 |
|
|
2019
Q2 | $819K | Buy |
+28,450
| New | +$829K | 0.03% | 283 |
|
|
2018
Q1 | – | Sell |
-10,000
| Closed | -$257K | – | 142 |
|
|
2017
Q4 | $257K | Hold |
10,000
| – | – | 0.01% | 143 |
|
|
2017
Q3 | $243K | Buy |
+10,000
| New | +$247K | 0.01% | 150 |
|
Other funds holding AVGO
Kovitz Investment Group Partners's AVGO Position: Q2 2026 in Review
Kovitz Investment Group Partners reduced its Broadcom (AVGO) stake by 2.8% in Q2 2026, selling an estimated $2.12M and leaving 181,657 shares worth $68.6M. The position accounts for 1.52% of the portfolio, ranked #12.
Kovitz Investment Group Partners first reported a position in AVGO in Q3 2017 and has held it in 31 quarters since. The position peaked at $421M in Q3 2025. 4,859 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.
- Kovitz Investment Group Partners held 181,657 shares of Broadcom worth $68.6M as of Q2 2026.
- Kovitz Investment Group Partners sold 5,291 Broadcom shares in Q2 2026, an estimated $2.12M.
- Broadcom made up 1.52% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #12 holding.
- Kovitz Investment Group Partners first reported a position in Broadcom in Q3 2017 and has held it in 31 quarters since.
- Kovitz Investment Group Partners's Broadcom position peaked at $421M in Q3 2025.
- 4,859 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.
Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.