MF
AVGO icon

Montis Financial’s Broadcom AVGO Stock Holding History

Montis Financial’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 		$1.23M Buy
3,267
+204
+7% +$81.8K 0.25% 54
2026
Q1 		$948K Sell
3,063
-113
-4% -$37.2K 0.2% 60
2025
Q4 		$1.1M Buy
3,176
+1
+0% +$358 0.22% 60
2025
Q3 		$1.05M Buy
+3,175
New +$974K 0.24% 61

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Montis Financial's AVGO Position: Q2 2026 in Review

Montis Financial increased its Broadcom (AVGO) stake by 6.7% in Q2 2026, buying an estimated $81.8K and bringing the position to 3,267 shares worth $1.23M. The position accounts for 0.25% of the portfolio, ranked #54.

Montis Financial first reported a position in AVGO in Q3 2025 and has held it in 4 quarters since. 4,842 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Montis Financial held 3,267 shares of Broadcom worth $1.23M as of Q2 2026.
  • Montis Financial bought 204 Broadcom shares in Q2 2026, an estimated $81.8K.
  • Broadcom made up 0.25% of Montis Financial's portfolio in Q2 2026, its #54 holding.
  • Montis Financial first reported a position in Broadcom in Q3 2025 and has held it in 4 quarters since.
  • 4,842 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Montis Financial's 13F filing for Q2 2026, filed 6 Aug 2026.