North Star Asset Management’s Broadcom AVGO Stock Holding History

North Star Asset Management’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 Q1	$32.6M	Sell	105,423 -2,934	-3%	-$965K	1.42%	19
2025 Q4	$37.5M	Sell	108,357 -4,908	-4%	-$1.76M	1.51%	12
2025 Q3	$37.4M	Sell	113,265 -6,129	-5%	-$1.88M	1.52%	14
2025 Q2	$32.9M	Sell	119,394 -976	-0.8%	-$212K	1.39%	17
2025 Q1	$20.2M	Sell	120,370 -596	-0.5%	-$126K	0.92%	37
2024 Q4	$28M	Sell	120,966 -2,109	-2%	-$390K	1.24%	24
2024 Q3	$21.2M	Sell	123,075 -495	-0.4%	-$79.4K	0.95%	34
2024 Q2	$19.8M	Sell	123,570 -750	-0.6%	-$105K	0.94%	35
2024 Q1	$16.5M	Buy	124,320 +780	+0.6%	+$96.6K	0.78%	47
2023 Q4	$13.8M	Buy	123,540 +105,520	+586%	+$9.99M	0.71%	52
2023 Q3	$1.5M	Buy	18,020 +250	+1%	+$21.7K	0.09%	142
2023 Q2	$1.54M	Buy	17,770 +960	+6%	+$68.5K	0.09%	144
2023 Q1	$1.08M	Buy	16,810 +9,420	+127%	+$567K	0.06%	156
2022 Q4	$413K	Buy	+7,390	New	+$371K	0.03%	223

Other funds holding AVGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

North Star Asset Management's AVGO Position: Q1 2026 in Review

North Star Asset Management reduced its Broadcom (AVGO) stake by 2.7% in Q1 2026, selling an estimated $965K and leaving 105,423 shares worth $32.6M. The position accounts for 1.42% of the portfolio, ranked #19.

North Star Asset Management first reported a position in AVGO in Q4 2022 and has held it in 14 quarters since. The position peaked at $37.5M in Q4 2025. 4,661 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

North Star Asset Management held 105,423 shares of Broadcom worth $32.6M as of Q1 2026.
North Star Asset Management sold 2,934 Broadcom shares in Q1 2026, an estimated $965K.
Broadcom made up 1.42% of North Star Asset Management's portfolio in Q1 2026, its #19 holding.
North Star Asset Management first reported a position in Broadcom in Q4 2022 and has held it in 14 quarters since.
North Star Asset Management's Broadcom position peaked at $37.5M in Q4 2025.
4,661 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on North Star Asset Management's 13F filing for Q1 2026, filed 6 May 2026.