Morningstar Investment Management’s Broadcom AVGO Stock Holding History

Morningstar Investment 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	$12.4M	Hold	39,937	–	–	0.76%	21
2026 Q1	$12.4M	Buy	39,937 +17,039	+74%	+$5.61M	0.77%	21
2025 Q4	$7.92M	Sell	22,898 -10,528	-31%	-$3.76M	0.47%	41
2025 Q3	$11M	Sell	33,426 -30,890	-48%	-$9.48M	0.41%	47
2025 Q2	$17.7M	Buy	64,316 +15,918	+33%	+$3.46M	1.56%	15
2025 Q1	$8.1M	Buy	48,398 +46,818	+2,963%	+$9.91M	0.69%	21
2024 Q4	$366K	Sell	1,580 -1,522	-49%	-$282K	0.03%	146
2024 Q3	$566K	Sell	3,102 -668	-18%	-$107K	0.06%	129
2024 Q2	$605K	Sell	3,770 -2,890	-43%	-$405K	0.06%	114
2024 Q1	$883K	Hold	6,660	–	–	0.1%	93
2023 Q4	$743K	Sell	6,660 -1,520	-19%	-$144K	0.09%	105
2023 Q3	$679K	Sell	8,180 -2,800	-26%	-$243K	0.09%	81
2023 Q2	$952K	Hold	10,980	–	–	0.13%	66
2023 Q1	$704K	Sell	10,980 -1,430	-12%	-$86K	0.1%	49
2022 Q4	$694K	Buy	+12,410	New	+$622K	0.12%	49

Other funds holding AVGO

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Morningstar Investment Management's AVGO Position: Q2 2026 in Review

Morningstar Investment Management held its Broadcom (AVGO) position steady in Q2 2026 at 39,937 shares worth $12.4M. The position accounts for 0.76% of the portfolio, ranked #21.

Morningstar Investment Management first reported a position in AVGO in Q4 2022 and has held it in 15 quarters since. The position peaked at $17.7M in Q2 2025. 2,032 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Morningstar Investment Management held 39,937 shares of Broadcom worth $12.4M as of Q2 2026.
Morningstar Investment Management left its Broadcom share count unchanged in Q2 2026.
Broadcom made up 0.76% of Morningstar Investment Management's portfolio in Q2 2026, its #21 holding.
Morningstar Investment Management first reported a position in Broadcom in Q4 2022 and has held it in 15 quarters since.
Morningstar Investment Management's Broadcom position peaked at $17.7M in Q2 2025.
2,032 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.