Mar Vista Investment Partners’s Broadcom AVGO Stock Holding History

Mar Vista 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 Q1	$43.3M	Buy	139,777 +56,434	+68%	+$18.6M	4.33%	7
2025 Q4	$28.8M	Sell	83,343 -3,902	-4%	-$1.4M	2.65%	19
2025 Q3	$28.8M	Sell	87,245 -79,524	-48%	-$24.4M	2.5%	23
2025 Q2	$46M	Sell	166,769 -49,785	-23%	-$10.8M	3.52%	10
2025 Q1	$36.3M	Sell	216,554 -46,451	-18%	-$9.83M	2.98%	15
2024 Q4	$61M	Buy	263,005 +40,140	+18%	+$7.42M	4.18%	7
2024 Q3	$38.4M	Sell	222,865 -89,245	-29%	-$14.3M	2.45%	20
2024 Q2	$50.1M	Buy	+312,110	New	+$43.7M	2.46%	21

Other funds holding AVGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mar Vista Investment Partners's AVGO Position: Q1 2026 in Review

Mar Vista Investment Partners increased its Broadcom (AVGO) stake by 68% in Q1 2026, buying an estimated $18.6M and bringing the position to 139,777 shares worth $43.3M. The position accounts for 4.33% of the portfolio, ranked #7.

Mar Vista Investment Partners first reported a position in AVGO in Q2 2024 and has held it in 8 quarters since. The position peaked at $61M in Q4 2024. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Mar Vista Investment Partners held 139,777 shares of Broadcom worth $43.3M as of Q1 2026.
Mar Vista Investment Partners bought 56,434 Broadcom shares in Q1 2026, an estimated $18.6M.
Broadcom made up 4.33% of Mar Vista Investment Partners's portfolio in Q1 2026, its #7 holding.
Mar Vista Investment Partners first reported a position in Broadcom in Q2 2024 and has held it in 8 quarters since.
Mar Vista Investment Partners's Broadcom position peaked at $61M in Q4 2024.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

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