Ninety One’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $17.2M | Sell |
45,690
-3,992
| -8% | -$1.6M | 0.93% | 16 |
|
|
2026
Q1 | $15.1M | Sell |
49,682
-18,680
| -27% | -$6.15M | 0.65% | 20 |
|
|
2025
Q4 | $23.7M | Buy |
68,362
+26,498
| +63% | +$9.48M | 1.02% | 13 |
|
|
2025
Q3 | $13.7M | Buy |
41,864
+9,294
| +29% | +$2.85M | 0.62% | 28 |
|
|
2025
Q2 | $8.97M | Sell |
32,570
-651
| -2% | -$141K | 1.47% | 21 |
|
|
2025
Q1 | $5.54M | Sell |
33,221
-4,292
| -11% | -$908K | 1.03% | 30 |
|
|
2024
Q4 | $8.7M | Sell |
37,513
-1,411
| -4% | -$261K | 1.92% | 14 |
|
|
2024
Q3 | $6.71M | Sell |
38,924
-4,656
| -11% | -$746K | 1.47% | 21 |
|
|
2024
Q2 | $6.99M | Buy |
+43,580
| New | +$6.11M | 1.08% | 29 |
|
|
2023
Q2 | – | Sell |
-35,320
| Closed | -$2.24M | – | 66 |
|
|
2023
Q1 | $2.24M | Sell |
35,320
-9,240
| -21% | -$556K | 0.57% | 40 |
|
|
2022
Q4 | $2.46M | Sell |
44,560
-340
| -0.8% | -$17K | 0.8% | 35 |
|
|
2022
Q3 | $2.05M | Sell |
44,900
-17,380
| -28% | -$888K | 0.81% | 36 |
|
|
2022
Q2 | $3.03M | Sell |
62,280
-7,420
| -11% | -$416K | 1.07% | 25 |
|
|
2022
Q1 | $4.44M | Buy |
69,700
+1,800
| +3% | +$107K | 1.24% | 14 |
|
|
2021
Q4 | $4.54M | Buy |
67,900
+16,300
| +32% | +$916K | 1.33% | 18 |
|
|
2021
Q3 | $2.52M | Sell |
51,600
-550
| -1% | -$26.7K | 0.98% | 25 |
|
|
2021
Q2 | $2.48M | Sell |
52,150
-3,810
| -7% | -$177K | 0.91% | 24 |
|
|
2021
Q1 | $2.59M | Sell |
55,960
-23,850
| -30% | -$1.1M | 0.99% | 22 |
|
|
2020
Q4 | $3.47M | Buy |
79,810
+1,580
| +2% | +$61.6K | 1.36% | 17 |
|
|
2020
Q3 | $2.87M | Buy |
78,230
+1,490
| +2% | +$49.9K | 1.45% | 16 |
|
|
2020
Q2 | $2.41M | Buy |
76,740
+510
| +0.7% | +$14.3K | 1.15% | 21 |
|
|
2020
Q1 | $1.91M | Buy |
+76,230
| New | +$2.15M | 0.93% | 19 |
|
|
2019
Q1 | – | Sell |
-58,160
| Closed | -$1.49M | – | 109 |
|
|
2018
Q4 | $1.49M | Sell |
58,160
-942,170
| -94% | -$22.2M | 0.87% | 31 |
|
|
2018
Q3 | $24.7M | Buy |
1,000,330
+50,770
| +5% | +$1.14M | 4.03% | 7 |
|
|
2018
Q2 | $23.1M | Buy |
+949,560
| New | +$23.3M | 3.13% | 6 |
|
|
2016
Q4 | – | Sell |
-108,170
| Closed | -$1.88M | – | 82 |
|
|
2016
Q3 | $1.88M | Buy |
108,170
+106,310
| +5,716% | +$1.78M | 1.19% | 9 |
|
|
2016
Q2 | $29K | Buy |
+1,860
| New | +$28.3K | 0.03% | 59 |
|
Other funds holding AVGO
Ninety One's AVGO Position: Q2 2026 in Review
Ninety One reduced its Broadcom (AVGO) stake by 8% in Q2 2026, selling an estimated $1.6M and leaving 45,690 shares worth $17.2M. The position accounts for 0.93% of the portfolio, ranked #16.
Ninety One first reported a position in AVGO in Q2 2016 and has held it in 27 quarters since. The position peaked at $24.7M in Q3 2018. 4,846 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.
- Ninety One held 45,690 shares of Broadcom worth $17.2M as of Q2 2026.
- Ninety One sold 3,992 Broadcom shares in Q2 2026, an estimated $1.6M.
- Broadcom made up 0.93% of Ninety One's portfolio in Q2 2026, its #16 holding.
- Ninety One first reported a position in Broadcom in Q2 2016 and has held it in 27 quarters since.
- Ninety One's Broadcom position peaked at $24.7M in Q3 2018.
- 4,846 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.
Based on Ninety One's 13F filing for Q2 2026, filed 16 Jul 2026.