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NorthRock Partners’s Broadcom AVGO Stock Holding History

NorthRock Partners’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 		$11.1M Buy
35,927
+9,103
+34% +$3M 0.18% 74
2025
Q4 		$9.28M Sell
26,824
-42,865
-62% -$15.3M 0.16% 85
2025
Q3 		$23M Buy
69,689
+12,874
+23% +$3.95M 0.42% 46
2025
Q2 		$15.7M Buy
56,815
+7,177
+14% +$1.56M 0.41% 34
2025
Q1 		$8.31M Buy
49,638
+440
+0.9% +$93.1K 0.28% 45
2024
Q4 		$11.4M Sell
49,198
-465
-0.9% -$86K 0.37% 40
2024
Q3 		$8.57M Buy
49,663
+2,403
+5% +$385K 0.28% 46
2024
Q2 		$7.44M Buy
47,260
+3,950
+9% +$554K 0.28% 48
2024
Q1 		$5.74M Buy
43,310
+3,440
+9% +$426K 0.22% 63
2023
Q4 		$4.43M Buy
39,870
+17,260
+76% +$1.63M 0.19% 72
2023
Q3 		$1.88M Buy
22,610
+7,300
+48% +$633K 0.2% 57
2023
Q2 		$1.33M Buy
15,310
+1,510
+11% +$108K 0.15% 68
2023
Q1 		$885K Sell
13,800
-1,950
-12% -$117K 0.09% 99
2022
Q4 		$880K Buy
15,750
+3,020
+24% +$151K 0.1% 104
2022
Q3 		$565K Buy
12,730
+770
+6% +$39.3K 0.07% 133
2022
Q2 		$581K Sell
11,960
-1,120
-9% -$62.9K 0.06% 137
2022
Q1 		$824K Buy
13,080
+3,290
+34% +$195K 0.07% 120
2021
Q4 		$651K Buy
9,790
+4,100
+72% +$230K 0.05% 142
2021
Q3 		$276K Buy
+5,690
New +$277K 0.02% 225
2020
Q1 		– Sell
-15,320
Closed -$484K – 211
2019
Q4 		$484K Sell
15,320
-5,560
-27% -$169K 0.05% 157
2019
Q3 		$576K Buy
+20,880
New +$594K 0.08% 119

Other funds holding AVGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

NorthRock Partners's AVGO Position: Q1 2026 in Review

NorthRock Partners increased its Broadcom (AVGO) stake by 34% in Q1 2026, buying an estimated $3M and bringing the position to 35,927 shares worth $11.1M. The position accounts for 0.18% of the portfolio, ranked #74.

NorthRock Partners first reported a position in AVGO in Q3 2019 and has held it in 21 quarters since. The position peaked at $23M in Q3 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • NorthRock Partners held 35,927 shares of Broadcom worth $11.1M as of Q1 2026.
  • NorthRock Partners bought 9,103 Broadcom shares in Q1 2026, an estimated $3M.
  • Broadcom made up 0.18% of NorthRock Partners's portfolio in Q1 2026, its #74 holding.
  • NorthRock Partners first reported a position in Broadcom in Q3 2019 and has held it in 21 quarters since.
  • NorthRock Partners's Broadcom position peaked at $23M in Q3 2025.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.