Novem Group’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
$9.06M Sell
23,978
-420
-2% -$168K 0.92% 22
2026
Q1
$7.55M Buy
24,398
+1,563
+7% +$514K 0.86% 26
2025
Q4
$7.9M Sell
22,835
-7,721
-25% -$2.76M 0.91% 24
2025
Q3
$10.1M Sell
30,556
-2,875
-9% -$882K 1.18% 16
2025
Q2
$9.22M Sell
33,431
-58
-0.2% -$12.6K 1.16% 20
2025
Q1
$5.61M Buy
33,489
+1,856
+6% +$393K 0.79% 29
2024
Q4
$7.33M Buy
+31,633
New +$5.85M 1.07% 19

Other funds holding AVGO

Novem Group's AVGO Position: Q2 2026 in Review

Novem Group reduced its Broadcom (AVGO) stake by 1.7% in Q2 2026, selling an estimated $168K and leaving 23,978 shares worth $9.06M. The position accounts for 0.92% of the portfolio, ranked #22.

Novem Group first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.1M in Q3 2025. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Novem Group held 23,978 shares of Broadcom worth $9.06M as of Q2 2026.
  • Novem Group sold 420 Broadcom shares in Q2 2026, an estimated $168K.
  • Broadcom made up 0.92% of Novem Group's portfolio in Q2 2026, its #22 holding.
  • Novem Group first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • Novem Group's Broadcom position peaked at $10.1M in Q3 2025.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Novem Group's 13F filing for Q2 2026, filed 21 Jul 2026.