Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Broadcom AVGO Stock Holding History

Kovitz Investment Group Partners’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 		$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 -$257 – 142
2017
Q4 		$257 Hold
10,000
– – 0.01% 143
2017
Q3 		$243K Buy
+10,000
New +$247K 0.01% 150

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kovitz Investment Group Partners's AVGO Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its Broadcom (AVGO) stake by 2.5% in Q1 2026, buying an estimated $1.48M and bringing the position to 186,948 shares worth $57.9M. The position accounts for 1.34% of the portfolio, ranked #12.

Kovitz Investment Group Partners first reported a position in AVGO in Q3 2017 and has held it in 30 quarters since. The position peaked at $421M in Q3 2025. 4,674 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Kovitz Investment Group Partners held 186,948 shares of Broadcom worth $57.9M as of Q1 2026.
  • Kovitz Investment Group Partners bought 4,499 Broadcom shares in Q1 2026, an estimated $1.48M.
  • Broadcom made up 1.34% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #12 holding.
  • Kovitz Investment Group Partners first reported a position in Broadcom in Q3 2017 and has held it in 30 quarters since.
  • Kovitz Investment Group Partners's Broadcom position peaked at $421M in Q3 2025.
  • 4,674 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.