NO
AVGO icon

Ninety One’s Broadcom AVGO Stock Holding History

Ninety One’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 		$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

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

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. 2,306 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.
  • 2,306 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.