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Northstar Financial Companies’s Broadcom AVGO Stock Holding History

Northstar Financial Companies’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 		$581K Sell
1,537
-482
-24% -$193K 0.39% 60
2026
Q1 		$625K Sell
2,019
-1,708
-46% -$562K 0.5% 51
2025
Q4 		$1.29M Buy
3,727
+1,035
+38% +$370K 1.03% 27
2025
Q3 		$888K Buy
2,692
+715
+36% +$219K 0.82% 30
2025
Q2 		$545K Buy
+1,977
New +$429K 0.57% 46
2025
Q1 		– Sell
-963
Closed -$223K – 106
2024
Q4 		$223K Buy
+963
New +$178K 0.21% 98

Other funds holding AVGO

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northstar Financial Companies's AVGO Position: Q2 2026 in Review

Northstar Financial Companies reduced its Broadcom (AVGO) stake by 24% in Q2 2026, selling an estimated $193K and leaving 1,537 shares worth $581K. The position accounts for 0.39% of the portfolio, ranked #60.

Northstar Financial Companies first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.29M in Q4 2025. 2,963 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Northstar Financial Companies held 1,537 shares of Broadcom worth $581K as of Q2 2026.
  • Northstar Financial Companies sold 482 Broadcom shares in Q2 2026, an estimated $193K.
  • Broadcom made up 0.39% of Northstar Financial Companies's portfolio in Q2 2026, its #60 holding.
  • Northstar Financial Companies first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
  • Northstar Financial Companies's Broadcom position peaked at $1.29M in Q4 2025.
  • 2,963 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Northstar Financial Companies's 13F filing for Q2 2026, filed 6 Aug 2026.