NFSG
AVGO icon

Newbridge Financial Services Group’s Broadcom AVGO Stock Holding History

Newbridge Financial Services Group’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 		$18.5M Buy
48,869
+3,952
+9% +$1.58M 2.28% 8
2026
Q1 		$13.9M Sell
44,917
-5,022
-10% -$1.65M 2.29% 9
2025
Q4 		$17.3M Buy
49,939
+3,284
+7% +$1.17M 2.68% 7
2025
Q3 		$15.4M Buy
46,655
+2,800
+6% +$859K 2.3% 7
2025
Q2 		$12.1M Buy
43,855
+3,428
+8% +$744K 1.96% 11
2025
Q1 		$6.77M Buy
40,427
+10,355
+34% +$2.19M 1.64% 14
2024
Q4 		$6.97M Buy
30,072
+2,263
+8% +$419K 1.79% 10
2024
Q3 		$4.8M Buy
27,809
+13,399
+93% +$2.15M 1.68% 14
2024
Q2 		$2.31M Buy
14,410
+6,020
+72% +$844K 0.86% 23
2024
Q1 		$1.11M Buy
8,390
+1,430
+21% +$177K 0.49% 44
2023
Q4 		$777K Buy
6,960
+430
+7% +$40.7K 0.38% 56
2023
Q3 		$542K Buy
6,530
+1,590
+32% +$138K 0.27% 79
2023
Q2 		$428K Buy
4,940
+620
+14% +$44.2K 0.21% 99
2023
Q1 		$277K Buy
4,320
+560
+15% +$33.7K 0.15% 142
2022
Q4 		$210K Sell
3,760
-2,240
-37% -$112K 0.12% 171
2022
Q3 		$266K Buy
6,000
+3,480
+138% +$178K 0.16% 146
2022
Q2 		$122K Sell
2,520
-540
-18% -$30.3K 0.08% 235
2022
Q1 		$192K Buy
3,060
+1,030
+51% +$61.2K 0.09% 205
2021
Q4 		$135K Buy
2,030
+760
+60% +$42.7K 0.06% 252
2021
Q3 		$61K Sell
1,270
-40
-3% -$1.95K 0.04% 358
2021
Q2 		$63K Buy
1,310
+50
+4% +$2.32K 0.04% 367
2021
Q1 		$58K Buy
1,260
+320
+34% +$14.8K 0.04% 360
2020
Q4 		$41K Buy
940
+90
+11% +$3.51K 0.03% 368
2020
Q3 		$31K Buy
+850
New +$28.5K 0.03% 393

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 $3.37T AUM 44.26% 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

Newbridge Financial Services Group's AVGO Position: Q2 2026 in Review

Newbridge Financial Services Group increased its Broadcom (AVGO) stake by 8.8% in Q2 2026, buying an estimated $1.58M and bringing the position to 48,869 shares worth $18.5M. The position accounts for 2.28% of the portfolio, ranked #8.

Newbridge Financial Services Group first reported a position in AVGO in Q3 2020 and has held it in 24 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Newbridge Financial Services Group held 48,869 shares of Broadcom worth $18.5M as of Q2 2026.
  • Newbridge Financial Services Group bought 3,952 Broadcom shares in Q2 2026, an estimated $1.58M.
  • Broadcom made up 2.28% of Newbridge Financial Services Group's portfolio in Q2 2026, its #8 holding.
  • Newbridge Financial Services Group first reported a position in Broadcom in Q3 2020 and has held it in 24 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.