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Liontrust Investment Partners’s Broadcom AVGO Stock Holding History

Liontrust Investment 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
Q2 		$243M Buy
642,254
+22,702
+4% +$9.1M 3.57% 4
2026
Q1 		$192M Buy
619,552
+365,194
+144% +$120M 3.27% 2
2025
Q4 		$88M Buy
254,358
+8,464
+3% +$3.03M 1.31% 31
2025
Q3 		$81.1M Sell
245,894
-30,977
-11% -$9.5M 1.19% 35
2025
Q2 		$76.3M Buy
276,871
+10,948
+4% +$2.38M 1.09% 38
2025
Q1 		$44.5M Buy
265,923
+52,802
+25% +$11.2M 0.7% 41
2024
Q4 		$49.4M Buy
213,121
+183,121
+610% +$33.9M 0.72% 41
2024
Q3 		$48.2M Sell
30,000
-270,000
-90% -$43.3M 0.68% 42
2024
Q2 		$48.2M Buy
300,000
+40,000
+15% +$5.61M 0.68% 42
2024
Q1 		$34.5M Buy
260,000
+95,000
+58% +$11.8M 0.48% 45
2023
Q4 		$18.4M Sell
165,000
-165,000
-50% -$15.6M 0.27% 65
2023
Q3 		$27.4M Buy
330,000
+310,000
+1,550% +$26.9M 0.44% 43
2023
Q2 		$1.73M Buy
+20,000
New +$1.43M 0.03% 184
2021
Q4 		– Sell
-12,140
Closed -$589K – 208
2021
Q3 		$589K Buy
+12,140
New +$590K 0.01% 210
2020
Q4 		$707K Buy
+16,140
New +$629K 0.01% 193

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

Liontrust Investment Partners's AVGO Position: Q2 2026 in Review

Liontrust Investment Partners increased its Broadcom (AVGO) stake by 3.7% in Q2 2026, buying an estimated $9.1M and bringing the position to 642,254 shares worth $243M. The position accounts for 3.57% of the portfolio, ranked #4.

Liontrust Investment Partners first reported a position in AVGO in Q4 2020 and has held it in 15 quarters since. 4,859 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Liontrust Investment Partners held 642,254 shares of Broadcom worth $243M as of Q2 2026.
  • Liontrust Investment Partners bought 22,702 Broadcom shares in Q2 2026, an estimated $9.1M.
  • Broadcom made up 3.57% of Liontrust Investment Partners's portfolio in Q2 2026, its #4 holding.
  • Liontrust Investment Partners first reported a position in Broadcom in Q4 2020 and has held it in 15 quarters since.
  • 4,859 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Liontrust Investment Partners's 13F filing for Q2 2026, filed 18 Aug 2026.