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Montrusco Bolton Investments’s Broadcom AVGO Stock Holding History

Montrusco Bolton Investments’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 		$241M Buy
637,407
+11,772
+2% +$4.72M 3.73% 7
2026
Q1 		$188M Buy
625,635
+339,895
+119% +$112M 2.84% 13
2025
Q4 		$98.9M Buy
+285,740
New +$102M 1.23% 27

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return

Montrusco Bolton Investments's AVGO Position: Q2 2026 in Review

Montrusco Bolton Investments increased its Broadcom (AVGO) stake by 1.9% in Q2 2026, buying an estimated $4.72M and bringing the position to 637,407 shares worth $241M. The position accounts for 3.73% of the portfolio, ranked #7.

Montrusco Bolton Investments first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. 3,390 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Montrusco Bolton Investments held 637,407 shares of Broadcom worth $241M as of Q2 2026.
  • Montrusco Bolton Investments bought 11,772 Broadcom shares in Q2 2026, an estimated $4.72M.
  • Broadcom made up 3.73% of Montrusco Bolton Investments's portfolio in Q2 2026, its #7 holding.
  • Montrusco Bolton Investments first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
  • 3,390 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Montrusco Bolton Investments's 13F filing for Q2 2026, filed 21 Jul 2026.