Kovitz Investment Group Partners
AVGO icon

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
2025
Q2 		– Sell
-218
Closed -$536K – 1357
2025
Q1 		$536K Buy
+218
New +$46.1K ﹤0.01% 883

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

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.