Neville Rodie & Shaw’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $19.3M | Buy |
51,008
+3,558
| +7% | +$1.43M | 1.25% | 23 |
|
|
2026
Q1 | $14.7M | Buy |
47,450
+67
| +0.1% | +$22K | 1.07% | 28 |
|
|
2025
Q4 | $16.4M | Buy |
47,383
+520
| +1% | +$186K | 1.16% | 25 |
|
|
2025
Q3 | $15.5M | Sell |
46,863
-2,270
| -5% | -$696K | 1.12% | 23 |
|
|
2025
Q2 | $13.5M | Buy |
49,133
+7,550
| +18% | +$1.64M | 1.01% | 28 |
|
|
2025
Q1 | $6.96M | Buy |
41,583
+318
| +0.8% | +$67.3K | 0.55% | 47 |
|
|
2024
Q4 | $9.57M | Sell |
41,265
-2,020
| -5% | -$374K | 0.7% | 38 |
|
|
2024
Q3 | $7.47M | Buy |
43,285
+3,295
| +8% | +$528K | 0.55% | 46 |
|
|
2024
Q2 | $6.42M | Buy |
39,990
+11,310
| +39% | +$1.59M | 0.49% | 49 |
|
|
2024
Q1 | $3.8M | Buy |
28,680
+18,530
| +183% | +$2.3M | 0.29% | 70 |
|
|
2023
Q4 | $1.13M | Hold |
10,150
| – | – | 0.09% | 122 |
|
|
2023
Q3 | $843K | Hold |
10,150
| – | – | 0.08% | 136 |
|
|
2023
Q2 | $880K | Hold |
10,150
| – | – | 0.08% | 134 |
|
|
2023
Q1 | $651K | Hold |
10,150
| – | – | 0.06% | 149 |
|
|
2022
Q4 | $567K | Sell |
10,150
-1,000
| -9% | -$50.1K | 0.05% | 166 |
|
|
2022
Q3 | $495K | Hold |
11,150
| – | – | 0.05% | 164 |
|
|
2022
Q2 | $542K | Sell |
11,150
-9,000
| -45% | -$505K | 0.05% | 168 |
|
|
2022
Q1 | $1.26M | Hold |
20,150
| – | – | 0.09% | 121 |
|
|
2021
Q4 | $1.34M | Buy |
20,150
+10,000
| +99% | +$562K | 0.1% | 118 |
|
|
2021
Q3 | $492K | Hold |
10,150
| – | – | 0.04% | 182 |
|
|
2021
Q2 | $484K | Hold |
10,150
| – | – | 0.04% | 183 |
|
|
2021
Q1 | $471K | Hold |
10,150
| – | – | 0.04% | 183 |
|
|
2020
Q4 | $444K | Hold |
10,150
| – | – | 0.04% | 186 |
|
|
2020
Q3 | $369K | Buy |
10,150
+2,150
| +27% | +$72K | 0.03% | 189 |
|
|
2020
Q2 | $252K | Buy |
+8,000
| New | +$224K | 0.03% | 208 |
|
|
2020
Q1 | – | Sell |
-8,000
| Closed | -$253K | – | 230 |
|
|
2019
Q4 | $253K | Hold |
8,000
| – | – | 0.02% | 223 |
|
|
2019
Q3 | $221K | Hold |
8,000
| – | – | 0.02% | 223 |
|
|
2019
Q2 | $230K | Sell |
8,000
-130
| -2% | -$3.79K | 0.02% | 225 |
|
|
2019
Q1 | $245K | Buy |
8,130
+130
| +2% | +$3.52K | 0.03% | 222 |
|
|
2018
Q4 | $203K | Buy |
+8,000
| New | +$189K | 0.02% | 219 |
|
|
2018
Q1 | – | Sell |
-8,000
| Closed | -$206K | – | 246 |
|
|
2017
Q4 | $206K | Buy |
+8,000
| New | +$208K | 0.02% | 243 |
|
Other funds holding AVGO
ATO
ECSS
Neville Rodie & Shaw's AVGO Position: Q2 2026 in Review
Neville Rodie & Shaw increased its Broadcom (AVGO) stake by 7.5% in Q2 2026, buying an estimated $1.43M and bringing the position to 51,008 shares worth $19.3M. The position accounts for 1.25% of the portfolio, ranked #23.
Neville Rodie & Shaw first reported a position in AVGO in Q4 2017 and has held it in 31 quarters since. 1,996 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.
- Neville Rodie & Shaw held 51,008 shares of Broadcom worth $19.3M as of Q2 2026.
- Neville Rodie & Shaw bought 3,558 Broadcom shares in Q2 2026, an estimated $1.43M.
- Broadcom made up 1.25% of Neville Rodie & Shaw's portfolio in Q2 2026, its #23 holding.
- Neville Rodie & Shaw first reported a position in Broadcom in Q4 2017 and has held it in 31 quarters since.
- 1,996 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.
Based on Neville Rodie & Shaw's 13F filing for Q2 2026, filed 6 Jul 2026.