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Northwest & Ethical Investments’s Broadcom AVGO Stock Holding History

Northwest & Ethical Investments’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 		$82.7M Buy
218,846
+14,091
+7% +$5.65M 1.92% 8
2026
Q1 		$63.4M Buy
204,755
+12,111
+6% +$3.99M 1.47% 9
2025
Q4 		$66.7M Sell
192,644
-3,010
-2% -$1.08M 1.5% 10
2025
Q3 		$64.5M Sell
195,654
-31,732
-14% -$9.73M 1.52% 7
2025
Q2 		$62.6M Buy
227,386
+3,248
+1% +$705K 1.55% 5
2025
Q1 		$37.5M Sell
224,138
-70,778
-24% -$15M 1.02% 15
2024
Q4 		$68.4M Sell
294,916
-48,757
-14% -$9.02M 1.86% 4
2024
Q3 		$59.3M Buy
343,673
+8,123
+2% +$1.3M 1.57% 4
2024
Q2 		$53.9M Buy
335,550
+5,470
+2% +$767K 1.55% 5
2024
Q1 		$43.7M Sell
330,080
-11,670
-3% -$1.45M 1.26% 8
2023
Q4 		$38.1M Buy
341,750
+13,760
+4% +$1.3M 1.17% 12
2023
Q3 		$27.2M Buy
327,990
+13,460
+4% +$1.17M 0.92% 21
2023
Q2 		$27.3M Sell
314,530
-89,770
-22% -$6.4M 0.87% 24
2023
Q1 		$25.9M Sell
404,300
-10,920
-3% -$657K 0.86% 24
2022
Q4 		$23.2M Buy
415,220
+80,210
+24% +$4.02M 0.8% 32
2022
Q3 		$14.9M Buy
335,010
+50,510
+18% +$2.58M 0.6% 47
2022
Q2 		$13.8M Buy
284,500
+53,130
+23% +$2.98M 0.52% 62
2022
Q1 		$14.6M Buy
231,370
+32,110
+16% +$1.91M 0.47% 66
2021
Q4 		$13.3M Buy
199,260
+41,400
+26% +$2.33M 0.39% 80
2021
Q3 		$7.66M Buy
157,860
+600
+0.4% +$29.2K 0.25% 119
2021
Q2 		$7.5M Buy
157,260
+95,060
+153% +$4.4M 0.24% 119
2021
Q1 		$2.88M Buy
+62,200
New +$2.88M 0.1% 221
2017
Q2 		– Sell
-40,000
Closed -$876K – 363
2017
Q1 		$876K Sell
40,000
-120,000
-75% -$2.47M 0.06% 297
2016
Q4 		$2.83M Sell
160,000
-95,000
-37% -$1.65M 0.19% 131
2016
Q3 		$4.4M Buy
+255,000
New +$4.26M 0.31% 74

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

Northwest & Ethical Investments's AVGO Position: Q2 2026 in Review

Northwest & Ethical Investments increased its Broadcom (AVGO) stake by 6.9% in Q2 2026, buying an estimated $5.65M and bringing the position to 218,846 shares worth $82.7M. The position accounts for 1.92% of the portfolio, ranked #8.

Northwest & Ethical Investments first reported a position in AVGO in Q3 2016 and has held it in 25 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Northwest & Ethical Investments held 218,846 shares of Broadcom worth $82.7M as of Q2 2026.
  • Northwest & Ethical Investments bought 14,091 Broadcom shares in Q2 2026, an estimated $5.65M.
  • Broadcom made up 1.92% of Northwest & Ethical Investments's portfolio in Q2 2026, its #8 holding.
  • Northwest & Ethical Investments first reported a position in Broadcom in Q3 2016 and has held it in 25 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Northwest & Ethical Investments's 13F filing for Q2 2026, filed 13 Aug 2026.