Montchanin Asset Management’s Broadcom AVGO Stock Holding History

Montchanin 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	$2.47M	Buy	6,540 +125	+2%	+$50.1K	2.52%	13
2026 Q1	$1.99M	Buy	+6,415	New	+$2.11M	2.11%	14
2024 Q4	$1.7M	Sell	7,325 -1,275	-15%	-$236K	1.65%	16
2024 Q3	$1.48M	Hold	8,600	–	–	1.37%	18
2024 Q2	$1.38M	Hold	8,600	–	–	1.3%	21
2024 Q1	$1.14M	Buy	+8,600	New	+$1.07M	1.12%	22
2023 Q2	$1.11M	Sell	12,800 -1,600	-11%	-$114K	1.27%	19
2023 Q1	$924K	Hold	14,400	–	–	1.17%	20
2022 Q4	$805K	Hold	14,400	–	–	1.1%	23
2022 Q3	$639K	Buy	14,400 +1,600	+13%	+$81.7K	0.9%	25
2022 Q2	$622K	Buy	+12,800	New	+$718K	0.86%	27

Other funds holding AVGO

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

Montchanin Asset Management increased its Broadcom (AVGO) stake by 1.9% in Q2 2026, buying an estimated $50.1K and bringing the position to 6,540 shares worth $2.47M. The position accounts for 2.52% of the portfolio, ranked #13.

Montchanin Asset Management first reported a position in AVGO in Q2 2022 and has held it in 11 quarters since. 2,141 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Montchanin Asset Management held 6,540 shares of Broadcom worth $2.47M as of Q2 2026.
Montchanin Asset Management bought 125 Broadcom shares in Q2 2026, an estimated $50.1K.
Broadcom made up 2.52% of Montchanin Asset Management's portfolio in Q2 2026, its #13 holding.
Montchanin Asset Management first reported a position in Broadcom in Q2 2022 and has held it in 11 quarters since.
2,141 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Montchanin Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.