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Newman Dignan & Sheerar Inc’s Broadcom AVGO Stock Holding History

Newman Dignan & Sheerar Inc’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 		$8.26M Sell
21,864
-1,093
-5% -$438K 1.58% 15
2026
Q1 		$7.11M Sell
22,957
-201
-0.9% -$66.1K 1.5% 16
2025
Q4 		$8.02M Sell
23,158
-1,644
-7% -$588K 1.67% 13
2025
Q3 		$8.18M Sell
24,802
-2,218
-8% -$680K 1.77% 11
2025
Q2 		$7.45M Sell
27,020
-464
-2% -$101K 1.71% 11
2025
Q1 		$4.6M Sell
27,484
-1,590
-5% -$337K 1.26% 18
2024
Q4 		$6.74M Sell
29,074
-245
-0.8% -$45.3K 1.73% 14
2024
Q3 		$5.04M Sell
29,319
-1,561
-5% -$250K 1.21% 22
2024
Q2 		$4.96M Sell
30,880
-60
-0.2% -$8.41K 1.28% 21
2024
Q1 		$4.1M Sell
30,940
-1,230
-4% -$152K 1.1% 24
2023
Q4 		$3.59M Sell
32,170
-170
-0.5% -$16.1K 1.08% 26
2023
Q3 		$2.69M Buy
32,340
+290
+0.9% +$25.1K 0.88% 35
2023
Q2 		$2.78M Sell
32,050
-410
-1% -$29.2K 0.86% 35
2023
Q1 		$2.08M Sell
32,460
-280
-0.9% -$16.8K 0.67% 43
2022
Q4 		$1.83M Buy
32,740
+220
+0.7% +$11K 0.61% 49
2022
Q3 		$1.44K Buy
32,520
+360
+1% +$18.4K 0.23% 60
2022
Q2 		$1.56M Buy
32,160
+4,550
+16% +$255K 0.53% 58
2022
Q1 		$1.74K Buy
27,610
+180
+0.7% +$10.7K 0.33% 52
2021
Q4 		$1.82M Buy
27,430
+1,640
+6% +$92.2K 0.55% 50
2021
Q3 		$1.25M Buy
25,790
+5,930
+30% +$288K 0.36% 68
2021
Q2 		$947K Buy
19,860
+6,930
+54% +$321K 0.32% 74
2021
Q1 		$600K Buy
12,930
+1,740
+16% +$80.5K 0.22% 94
2020
Q4 		$490 Buy
11,190
+1,200
+12% +$46.8K 0.08% 98
2020
Q3 		$364K Buy
+9,990
New +$335K 0.15% 111

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Newman Dignan & Sheerar Inc's AVGO Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc reduced its Broadcom (AVGO) stake by 4.8% in Q2 2026, selling an estimated $438K and leaving 21,864 shares worth $8.26M. The position accounts for 1.58% of the portfolio, ranked #15.

Newman Dignan & Sheerar Inc first reported a position in AVGO in Q3 2020 and has held it in 24 quarters since. 2,338 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Newman Dignan & Sheerar Inc held 21,864 shares of Broadcom worth $8.26M as of Q2 2026.
  • Newman Dignan & Sheerar Inc sold 1,093 Broadcom shares in Q2 2026, an estimated $438K.
  • Broadcom made up 1.58% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #15 holding.
  • Newman Dignan & Sheerar Inc first reported a position in Broadcom in Q3 2020 and has held it in 24 quarters since.
  • 2,338 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.