Ninety One (UK)
AVGO icon

Ninety One (UK)’s Broadcom AVGO Stock Holding History

Ninety One (UK)’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 		$1.05B Sell
2,785,221
-83,004
-3% -$33.3M 2.35% 11
2026
Q1 		$888M Sell
2,868,225
-720,651
-20% -$237M 2.06% 12
2025
Q4 		$1.24B Sell
3,588,876
-168,406
-4% -$60.2M 2.66% 7
2025
Q3 		$1.24B Sell
3,757,282
-344,912
-8% -$106M 2.68% 6
2025
Q2 		$1.13B Buy
4,102,194
+810,504
+25% +$176M 2.65% 9
2025
Q1 		$551M Buy
3,291,690
+262,051
+9% +$55.5M 1.53% 19
2024
Q4 		$702M Sell
3,029,639
-687,046
-18% -$127M 1.88% 14
2024
Q3 		$641M Buy
3,716,685
+251,085
+7% +$40.3M 1.71% 18
2024
Q2 		$556M Buy
3,465,600
+296,940
+9% +$41.6M 1.54% 20
2024
Q1 		$420M Sell
3,168,660
-1,106,720
-26% -$137M 1.18% 26
2023
Q4 		$477M Sell
4,275,380
-100,830
-2% -$9.55M 1.42% 23
2023
Q3 		$363M Sell
4,376,210
-29,930
-0.7% -$2.59M 1.15% 27
2023
Q2 		$382M Sell
4,406,140
-609,660
-12% -$43.5M 1.12% 29
2023
Q1 		$322M Sell
5,015,800
-862,060
-15% -$51.9M 1% 29
2022
Q4 		$329M Sell
5,877,860
-1,595,180
-21% -$80M 1.05% 28
2022
Q3 		$332M Sell
7,473,040
-1,495,010
-17% -$76.4M 1.09% 28
2022
Q2 		$436M Sell
8,968,050
-484,760
-5% -$27.2M 1.3% 25
2022
Q1 		$595M Sell
9,452,810
-515,260
-5% -$30.6M 1.52% 17
2021
Q4 		$663M Sell
9,968,070
-1,507,030
-13% -$84.7M 1.57% 17
2021
Q3 		$556M Sell
11,475,100
-891,800
-7% -$43.4M 1.42% 18
2021
Q2 		$590M Buy
12,366,900
+946,060
+8% +$43.8M 1.53% 16
2021
Q1 		$530M Buy
11,420,840
+178,090
+2% +$8.24M 1.51% 16
2020
Q4 		$492M Sell
11,242,750
-422,680
-4% -$16.5M 1.51% 15
2020
Q3 		$425M Buy
11,665,430
+2,943,100
+34% +$98.6M 1.54% 15
2020
Q2 		$275M Sell
8,722,330
-4,404,250
-34% -$123M 0.98% 32
2020
Q1 		$311M Buy
13,126,580
+2,587,530
+25% +$72.9M 1.31% 23
2019
Q4 		$333M Buy
10,539,050
+5,455,000
+107% +$166M 1.1% 26
2019
Q3 		$140M Sell
5,084,050
-1,401,020
-22% -$39.8M 0.55% 53
2019
Q2 		$150M Buy
6,485,070
+1,492,850
+30% +$43.5M 0.57% 50
2019
Q1 		$150M Sell
4,992,220
-9,281,970
-65% -$252M 0.59% 53
2018
Q4 		$363M Sell
14,274,190
-4,742,500
-25% -$112M 1.57% 17
2018
Q3 		$469M Buy
19,016,690
+5,416,070
+40% +$121M 1.75% 11
2018
Q2 		$330M Buy
+13,600,620
New +$333M 1.64% 13
2016
Q4 		– Sell
-11,070,510
Closed -$191M – 309
2016
Q3 		$191M Buy
11,070,510
+3,538,150
+47% +$59.2M 0.93% 36
2016
Q2 		$117M Sell
7,532,360
-55,430
-0.7% -$844K 0.61% 59
2016
Q1 		$117M Sell
7,587,790
-21,410
-0.3% -$289K 0.63% 58
2015
Q4 		$110M Buy
+7,609,200
New +$98.9M 0.63% 56

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Ninety One (UK)'s AVGO Position: Q2 2026 in Review

Ninety One (UK) reduced its Broadcom (AVGO) stake by 2.9% in Q2 2026, selling an estimated $33.3M and leaving 2,785,221 shares worth $1.05B. The position accounts for 2.35% of the portfolio, ranked #11.

Ninety One (UK) first reported a position in AVGO in Q4 2015 and has held it in 37 quarters since. The position peaked at $1.24B in Q4 2025. 1,347 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Ninety One (UK) held 2,785,221 shares of Broadcom worth $1.05B as of Q2 2026.
  • Ninety One (UK) sold 83,004 Broadcom shares in Q2 2026, an estimated $33.3M.
  • Broadcom made up 2.35% of Ninety One (UK)'s portfolio in Q2 2026, its #11 holding.
  • Ninety One (UK) first reported a position in Broadcom in Q4 2015 and has held it in 37 quarters since.
  • Ninety One (UK)'s Broadcom position peaked at $1.24B in Q4 2025.
  • 1,347 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Ninety One (UK)'s 13F filing for Q2 2026, filed 16 Jul 2026.