NIM
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NEOS Investment Management’s Broadcom AVGO Stock Holding History

NEOS 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
Q1 		$503M Buy
1,626,535
+278,082
+21% +$91.5M 2.54% 10
2025
Q4 		$467M Sell
1,348,453
-79,538
-6% -$28.4M 2.7% 8
2025
Q3 		$471M Buy
1,427,991
+507,701
+55% +$156M 3.53% 5
2025
Q2 		$254M Buy
920,290
+313,534
+52% +$68.1M 3.14% 5
2025
Q1 		$102M Buy
606,756
+155,990
+35% +$33M 1.93% 7
2024
Q4 		$105M Buy
450,766
+21,636
+5% +$4M 2.46% 6
2024
Q3 		$74M Buy
429,130
+73,110
+21% +$11.7M 2.24% 6
2024
Q2 		$57.2M Buy
356,020
+95,340
+37% +$13.4M 2.35% 6
2024
Q1 		$34.6M Buy
260,680
+44,780
+21% +$5.55M 2.14% 6
2023
Q4 		$24.1M Buy
215,900
+34,880
+19% +$3.3M 2.28% 7
2023
Q3 		$15M Buy
+181,020
New +$15.7M 1.92% 9

Other funds holding AVGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

NEOS Investment Management's AVGO Position: Q1 2026 in Review

NEOS Investment Management increased its Broadcom (AVGO) stake by 21% in Q1 2026, buying an estimated $91.5M and bringing the position to 1,626,535 shares worth $503M. The position accounts for 2.54% of the portfolio, ranked #10.

NEOS Investment Management first reported a position in AVGO in Q3 2023 and has held it in 11 quarters since. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • NEOS Investment Management held 1,626,535 shares of Broadcom worth $503M as of Q1 2026.
  • NEOS Investment Management bought 278,082 Broadcom shares in Q1 2026, an estimated $91.5M.
  • Broadcom made up 2.54% of NEOS Investment Management's portfolio in Q1 2026, its #10 holding.
  • NEOS Investment Management first reported a position in Broadcom in Q3 2023 and has held it in 11 quarters since.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on NEOS Investment Management's 13F filing for Q1 2026, filed 15 May 2026.