NP
AVGO icon

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
Q2 		$13.4M Sell
35,448
-479
-1% -$192K 0.19% 70
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 $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

NorthRock Partners's AVGO Position: Q2 2026 in Review

NorthRock Partners reduced its Broadcom (AVGO) stake by 1.3% in Q2 2026, selling an estimated $192K and leaving 35,448 shares worth $13.4M. The position accounts for 0.19% of the portfolio, ranked #70.

NorthRock Partners first reported a position in AVGO in Q3 2019 and has held it in 22 quarters since. The position peaked at $23M in Q3 2025. 4,848 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • NorthRock Partners held 35,448 shares of Broadcom worth $13.4M as of Q2 2026.
  • NorthRock Partners sold 479 Broadcom shares in Q2 2026, an estimated $192K.
  • Broadcom made up 0.19% of NorthRock Partners's portfolio in Q2 2026, its #70 holding.
  • NorthRock Partners first reported a position in Broadcom in Q3 2019 and has held it in 22 quarters since.
  • NorthRock Partners's Broadcom position peaked at $23M in Q3 2025.
  • 4,848 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.