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 Q2	$51.3M	Sell	135,898 -3,879	-3%	-$1.56M	5.11%	4
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Mar Vista Investment Partners's AVGO Position: Q2 2026 in Review

Mar Vista Investment Partners reduced its Broadcom (AVGO) stake by 2.8% in Q2 2026, selling an estimated $1.56M and leaving 135,898 shares worth $51.3M. The position accounts for 5.11% of the portfolio, ranked #4.

Mar Vista Investment Partners first reported a position in AVGO in Q2 2024 and has held it in 9 quarters since. The position peaked at $61M in Q4 2024. 4,864 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Mar Vista Investment Partners held 135,898 shares of Broadcom worth $51.3M as of Q2 2026.
Mar Vista Investment Partners sold 3,879 Broadcom shares in Q2 2026, an estimated $1.56M.
Broadcom made up 5.11% of Mar Vista Investment Partners's portfolio in Q2 2026, its #4 holding.
Mar Vista Investment Partners first reported a position in Broadcom in Q2 2024 and has held it in 9 quarters since.
Mar Vista Investment Partners's Broadcom position peaked at $61M in Q4 2024.
4,864 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Mar Vista Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.