Ninety One North America’s Broadcom AVGO Stock Holding History

Ninety One North America’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	$14.2M	Hold	37,538	–	–	0.66%	44
2026 Q1	$11.6M	Sell	37,538 -3,644	-9%	-$1.2M	0.52%	42
2025 Q4	$14.3M	Buy	+41,182	New	+$14.7M	0.58%	40
2023 Q3	–	Sell	-71,470	Closed	-$6.2M	–	73
2023 Q2	$6.2M	Sell	71,470 -2,850	-4%	-$203K	0.26%	48
2023 Q1	$4.77M	Sell	74,320 -54,510	-42%	-$3.28M	0.22%	56
2022 Q4	$7.2M	Buy	128,830 +910	+0.7%	+$45.6K	0.35%	34
2022 Q3	$5.68M	Hold	127,920	–	–	0.27%	37
2022 Q2	$6.21M	Sell	127,920 -132,280	-51%	-$7.42M	0.28%	37
2022 Q1	$16.4M	Buy	260,200 +860	+0.3%	+$51.1K	0.6%	32
2021 Q4	$17.3M	Sell	259,340 -21,700	-8%	-$1.22M	0.6%	31
2021 Q3	$13.6M	Sell	281,040 -56,760	-17%	-$2.76M	0.63%	34
2021 Q2	$16.1M	Sell	337,800 -2,410	-0.7%	-$112K	0.76%	31
2021 Q1	$15.8M	Buy	340,210 +4,530	+1%	+$209K	0.91%	29
2020 Q4	$14.7M	Sell	335,680 -1,060	-0.3%	-$41.3K	0.9%	30
2020 Q3	$12.3M	Buy	336,740 +217,200	+182%	+$7.27M	1.34%	21
2020 Q2	$3.77M	Sell	119,540 -983,540	-89%	-$27.5M	0.39%	54
2020 Q1	$26.2M	Buy	1,103,080 +415,420	+60%	+$11.7M	2.17%	9
2019 Q4	$21.7M	Buy	687,660 +11,300	+2%	+$343K	1.77%	28
2019 Q3	$18.7M	Buy	676,360 +14,270	+2%	+$406K	1.69%	28
2019 Q2	$19.1M	Buy	662,090 +43,430	+7%	+$1.27M	1.68%	27
2019 Q1	$18.6M	Sell	618,660 -201,980	-25%	-$5.48M	1.76%	25
2018 Q4	$20.9M	Buy	820,640 +33,770	+4%	+$797K	2.22%	13
2018 Q3	$19.4M	Sell	786,870 -191,360	-20%	-$4.29M	1.66%	35
2018 Q2	$23.7M	Buy	+978,230	New	+$24M	1.7%	22
2016 Q4	–	Sell	-104,700	Closed	-$1.81M	–	107
2016 Q3	$1.81M	Hold	104,700	–	–	0.24%	82
2016 Q2	$1.63M	Buy	104,700 +15,000	+17%	+$228K	0.24%	83
2016 Q1	$1.39M	Buy	89,700 +25,680	+40%	+$347K	0.23%	81
2015 Q4	$929K	Buy	+64,020	New	+$832K	0.16%	81

Other funds holding AVGO

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Ninety One North America's AVGO Position: Q2 2026 in Review

Ninety One North America held its Broadcom (AVGO) position steady in Q2 2026 at 37,538 shares worth $14.2M. The position accounts for 0.66% of the portfolio, ranked #44.

Ninety One North America first reported a position in AVGO in Q4 2015 and has held it in 28 quarters since. The position peaked at $26.2M in Q1 2020. 2,202 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Ninety One North America held 37,538 shares of Broadcom worth $14.2M as of Q2 2026.
Ninety One North America left its Broadcom share count unchanged in Q2 2026.
Broadcom made up 0.66% of Ninety One North America's portfolio in Q2 2026, its #44 holding.
Ninety One North America first reported a position in Broadcom in Q4 2015 and has held it in 28 quarters since.
Ninety One North America's Broadcom position peaked at $26.2M in Q1 2020.
2,202 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Ninety One North America's 13F filing for Q2 2026, filed 16 Jul 2026.