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Nabity-Jensen Investment Management’s Broadcom AVGO Stock Holding History

Nabity-Jensen 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 		$840K Buy
2,225
+291
+15% +$117K 0.52% 35
2026
Q1 		$599K Buy
1,934
+524
+37% +$172K 0.42% 42
2025
Q4 		$488K Buy
1,410
+26
+2% +$9.3K 0.33% 46
2025
Q3 		$457K Buy
1,384
+83
+6% +$25.5K 0.32% 48
2025
Q2 		$359K Buy
1,301
+10
+0.8% +$2.17K 0.26% 53
2025
Q1 		$216K Buy
1,291
+80
+7% +$16.9K 0.17% 64
2024
Q4 		$281K Buy
1,211
+23
+2% +$4.25K 0.21% 63
2024
Q3 		$205K Buy
+1,188
New +$190K 0.16% 68

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 $3.38T AUM 44.17% 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

Nabity-Jensen Investment Management's AVGO Position: Q2 2026 in Review

Nabity-Jensen Investment Management increased its Broadcom (AVGO) stake by 15% in Q2 2026, buying an estimated $117K and bringing the position to 2,225 shares worth $840K. The position accounts for 0.52% of the portfolio, ranked #35.

Nabity-Jensen Investment Management first reported a position in AVGO in Q3 2024 and has held it in 8 quarters since. 4,859 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Nabity-Jensen Investment Management held 2,225 shares of Broadcom worth $840K as of Q2 2026.
  • Nabity-Jensen Investment Management bought 291 Broadcom shares in Q2 2026, an estimated $117K.
  • Broadcom made up 0.52% of Nabity-Jensen Investment Management's portfolio in Q2 2026, its #35 holding.
  • Nabity-Jensen Investment Management first reported a position in Broadcom in Q3 2024 and has held it in 8 quarters since.
  • 4,859 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Nabity-Jensen Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.