Mirova US’s Broadcom AVGO Stock Holding History

Mirova US’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	$345M	Buy	1,113,510 +183,850	+20%	+$60.5M	3.91%	6
2025 Q4	$322M	Buy	929,660 +589,713	+173%	+$211M	3.23%	10
2025 Q3	$112M	Buy	+339,947	New	+$104M	1.13%	30

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

Mirova US's AVGO Position: Q1 2026 in Review

Mirova US increased its Broadcom (AVGO) stake by 20% in Q1 2026, buying an estimated $60.5M and bringing the position to 1,113,510 shares worth $345M. The position accounts for 3.91% of the portfolio, ranked #6.

Mirova US first reported a position in AVGO in Q3 2025 and has held it in 3 quarters since. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Mirova US held 1,113,510 shares of Broadcom worth $345M as of Q1 2026.
Mirova US bought 183,850 Broadcom shares in Q1 2026, an estimated $60.5M.
Broadcom made up 3.91% of Mirova US's portfolio in Q1 2026, its #6 holding.
Mirova US first reported a position in Broadcom in Q3 2025 and has held it in 3 quarters since.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Mirova US's 13F filing for Q1 2026, filed 11 May 2026.