NorthCrest Asset Manangement’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
$196M Buy
489,461
+6,429
+1% +$2.58M 5.04% 2
2026
Q1
$152M Sell
483,032
-212,917
-31% -$70.1M 4.73% 2
2025
Q4
$239M Buy
695,949
+15,073
+2% +$5.39M 5.33% 2
2025
Q3
$229M Buy
680,876
+89,903
+15% +$27.6M 5.47% 2
2025
Q2
$163M Sell
590,973
-12,524
-2% -$2.72M 4.37% 2
2025
Q1
$101M Buy
603,497
+24,638
+4% +$5.21M 3.05% 4
2024
Q4
$134M Buy
578,859
+11,879
+2% +$2.2M 4.02% 2
2024
Q3
$97.8M Buy
566,980
+73,120
+15% +$11.7M 2.96% 4
2024
Q2
$79.3M Buy
493,860
+27,590
+6% +$3.87M 2.63% 4
2024
Q1
$61.8M Sell
466,270
-7,400
-2% -$917K 2.1% 4
2023
Q4
$52.9M Buy
473,670
+103,350
+28% +$9.79M 2% 4
2023
Q3
$30.8M Sell
370,320
-2,230
-0.6% -$193K 1.25% 11
2023
Q2
$32.3M Sell
372,550
-19,140
-5% -$1.37M 1.28% 10
2023
Q1
$25.1M Buy
391,690
+70,710
+22% +$4.25M 1.05% 17
2022
Q4
$17.9M Sell
320,980
-15,830
-5% -$794K 1.02% 26
2022
Q3
$15M Buy
336,810
+4,190
+1% +$214K 0.81% 33
2022
Q2
$16.2M Buy
332,620
+11,230
+3% +$630K 0.83% 34
2022
Q1
$20.2M Buy
321,390
+1,640
+0.5% +$97.4K 0.96% 24
2021
Q4
$21.3M Buy
+319,750
New +$18M 1.17% 15

Other funds holding AVGO

NorthCrest Asset Manangement's AVGO Position: Q2 2026 in Review

NorthCrest Asset Manangement increased its Broadcom (AVGO) stake by 1.3% in Q2 2026, buying an estimated $2.58M and bringing the position to 489,461 shares worth $196M. The position accounts for 5.04% of the portfolio, ranked #2.

NorthCrest Asset Manangement first reported a position in AVGO in Q4 2021 and has held it in 19 quarters since. The position peaked at $239M in Q4 2025. 2,335 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • NorthCrest Asset Manangement held 489,461 shares of Broadcom worth $196M as of Q2 2026.
  • NorthCrest Asset Manangement bought 6,429 Broadcom shares in Q2 2026, an estimated $2.58M.
  • Broadcom made up 5.04% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #2 holding.
  • NorthCrest Asset Manangement first reported a position in Broadcom in Q4 2021 and has held it in 19 quarters since.
  • NorthCrest Asset Manangement's Broadcom position peaked at $239M in Q4 2025.
  • 2,335 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.