NIA
AVGO icon

NIA Impact Advisors’s Broadcom AVGO Stock Holding History

NIA Impact Advisors’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 		$5.72M Buy
15,149
+750
+5% +$301K 2.37% 15
2026
Q1 		$4.46M Sell
14,399
-4,929
-26% -$1.62M 1.98% 18
2025
Q4 		$6.69M Buy
+19,328
New +$6.91M 2.25% 9

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

NIA Impact Advisors's AVGO Position: Q2 2026 in Review

NIA Impact Advisors increased its Broadcom (AVGO) stake by 5.2% in Q2 2026, buying an estimated $301K and bringing the position to 15,149 shares worth $5.72M. The position accounts for 2.37% of the portfolio, ranked #15.

NIA Impact Advisors first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.69M in Q4 2025. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • NIA Impact Advisors held 15,149 shares of Broadcom worth $5.72M as of Q2 2026.
  • NIA Impact Advisors bought 750 Broadcom shares in Q2 2026, an estimated $301K.
  • Broadcom made up 2.37% of NIA Impact Advisors's portfolio in Q2 2026, its #15 holding.
  • NIA Impact Advisors first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
  • NIA Impact Advisors's Broadcom position peaked at $6.69M in Q4 2025.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on NIA Impact Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.