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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
Q2 		$38.4M Sell
101,698
-3,725
-4% -$1.49M 1.51% 17
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

North Star Asset Management's AVGO Position: Q2 2026 in Review

North Star Asset Management reduced its Broadcom (AVGO) stake by 3.5% in Q2 2026, selling an estimated $1.49M and leaving 101,698 shares worth $38.4M. The position accounts for 1.51% of the portfolio, ranked #17.

North Star Asset Management first reported a position in AVGO in Q4 2022 and has held it in 15 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • North Star Asset Management held 101,698 shares of Broadcom worth $38.4M as of Q2 2026.
  • North Star Asset Management sold 3,725 Broadcom shares in Q2 2026, an estimated $1.49M.
  • Broadcom made up 1.51% of North Star Asset Management's portfolio in Q2 2026, its #17 holding.
  • North Star Asset Management first reported a position in Broadcom in Q4 2022 and has held it in 15 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on North Star Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.