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Manhattan West Asset Management’s Broadcom AVGO Stock Holding History

Manhattan West Asset Management’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 		$11.8M Buy
31,224
+2,748
+10% +$1.1M 1.97% 15
2026
Q1 		$8.81M Sell
28,476
-1,353
-5% -$445K 1.72% 17
2025
Q4 		$10.3M Sell
29,829
-1,824
-6% -$652K 2.11% 14
2025
Q3 		$10.4M Sell
31,653
-3,488
-10% -$1.07M 2.21% 12
2025
Q2 		$9.69M Buy
35,141
+863
+3% +$187K 2.24% 12
2025
Q1 		$5.74M Buy
34,278
+4,775
+16% +$1.01M 1.46% 18
2024
Q4 		$6.84M Buy
29,503
+1,874
+7% +$347K 1.85% 16
2024
Q3 		$4.77M Sell
27,629
-151
-0.5% -$24.2K 1.23% 21
2024
Q2 		$4.46M Sell
27,780
-7,810
-22% -$1.09M 1.2% 21
2024
Q1 		$4.72M Buy
35,590
+7,610
+27% +$943K 1.13% 23
2023
Q4 		$3.12M Buy
27,980
+16,480
+143% +$1.56M 0.88% 31
2023
Q3 		$992K Buy
11,500
+3,760
+49% +$326K 0.31% 79
2023
Q2 		$671K Sell
7,740
-220
-3% -$15.7K 0.25% 82
2023
Q1 		$511K Buy
7,960
+3,160
+66% +$190K 0.22% 85
2022
Q4 		$268K Sell
4,800
-1,790
-27% -$89.8K 0.14% 97
2022
Q3 		$293K Hold
6,590
– – 0.18% 87
2022
Q2 		$320K Sell
6,590
-1,050
-14% -$58.9K 0.19% 86
2022
Q1 		$481K Sell
7,640
-3,190
-29% -$189K 0.26% 75
2021
Q4 		$720K Buy
+10,830
New +$609K 0.43% 48

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 $3.37T AUM 44.26% 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

Manhattan West Asset Management's AVGO Position: Q2 2026 in Review

Manhattan West Asset Management increased its Broadcom (AVGO) stake by 9.7% in Q2 2026, buying an estimated $1.1M and bringing the position to 31,224 shares worth $11.8M. The position accounts for 1.97% of the portfolio, ranked #15.

Manhattan West Asset Management first reported a position in AVGO in Q4 2021 and has held it in 19 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Manhattan West Asset Management held 31,224 shares of Broadcom worth $11.8M as of Q2 2026.
  • Manhattan West Asset Management bought 2,748 Broadcom shares in Q2 2026, an estimated $1.1M.
  • Broadcom made up 1.97% of Manhattan West Asset Management's portfolio in Q2 2026, its #15 holding.
  • Manhattan West Asset Management first reported a position in Broadcom in Q4 2021 and has held it in 19 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Manhattan West Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.