Mirabaud Asset Management’s Broadcom AVGO Stock Holding History

Mirabaud 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	$3.26M	Sell	8,747 -14,880	-63%	-$5.97M	2.71%	11
2026 Q1	$6.93M	Buy	23,627 +16,581	+235%	+$5.46M	5.71%	6
2025 Q4	$1.66M	Sell	7,046 -1,587	-18%	-$568K	0.77%	33
2025 Q3	$2.83M	Sell	8,633 -4,261	-33%	-$1.31M	1.37%	23
2025 Q2	$3.47M	Buy	12,894 +3,848	+43%	+$836K	1.62%	23
2025 Q1	$1.53M	Sell	9,046 -9,166	-50%	-$1.94M	0.8%	33
2024 Q4	$4.29M	Sell	18,212 -2,566	-12%	-$475K	2%	20
2024 Q3	$3.59M	Buy	20,778 +188	+0.9%	+$30.1K	1.48%	27
2024 Q2	$3.31M	Sell	20,590 -3,690	-15%	-$517K	1.52%	27
2024 Q1	$3.22M	Sell	24,280 -340	-1%	-$42.1K	1.3%	27
2023 Q4	$2.75M	Buy	+24,620	New	+$2.33M	1.18%	27

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 $3.37T AUM 44.26% 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

Mirabaud Asset Management's AVGO Position: Q2 2026 in Review

Mirabaud Asset Management reduced its Broadcom (AVGO) stake by 63% in Q2 2026, selling an estimated $5.97M and leaving 8,747 shares worth $3.26M. The position accounts for 2.71% of the portfolio, ranked #11.

Mirabaud Asset Management first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.93M in Q1 2026. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Mirabaud Asset Management held 8,747 shares of Broadcom worth $3.26M as of Q2 2026.
Mirabaud Asset Management sold 14,880 Broadcom shares in Q2 2026, an estimated $5.97M.
Broadcom made up 2.71% of Mirabaud Asset Management's portfolio in Q2 2026, its #11 holding.
Mirabaud Asset Management first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
Mirabaud Asset Management's Broadcom position peaked at $6.93M in Q1 2026.
4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Mirabaud Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.