NS Partners’s Broadcom AVGO Stock Holding History

NS 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	$54.6M	Buy	176,501 +92,221	+109%	+$30.3M	2.45%	9
2025 Q4	$29.2M	Buy	+84,280	New	+$30.1M	1.14%	24
2018 Q3	–	Sell	-992,660	Closed	-$24.1M	–	99
2018 Q2	$24.1M	Buy	992,660 +74,470	+8%	+$1.83M	2.47%	4
2018 Q1	$21.6M	Buy	918,190 +84,920	+10%	+$2.14M	2.31%	6
2017 Q4	$21.4M	Buy	833,270 +14,220	+2%	+$370K	2.35%	6
2017 Q3	$19.9M	Buy	819,050 +1,330	+0.2%	+$32.9K	2.37%	6
2017 Q2	$19.1M	Buy	817,720 +178,740	+28%	+$4.15M	2.5%	6
2017 Q1	$14M	Buy	638,980 +38,470	+6%	+$792K	2.01%	6
2016 Q4	$10.6M	Buy	600,510 +1,470	+0.2%	+$25.5K	1.67%	14
2016 Q3	$10.3M	Buy	599,040 +99,860	+20%	+$1.67M	1.69%	11
2016 Q2	$7.76M	Buy	499,180 +126,100	+34%	+$1.92M	1.32%	26
2016 Q1	$5.76M	Buy	373,080 +94,980	+34%	+$1.28M	1.04%	36
2015 Q4	$4.04M	Sell	278,100 -9,410	-3%	-$122K	0.72%	63
2015 Q3	$3.59M	Sell	287,510 -1,830	-0.6%	-$23.1K	0.63%	71
2015 Q2	$3.85M	Buy	+289,340	New	+$3.79M	0.61%	76

Other funds holding AVGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

NS Partners's AVGO Position: Q1 2026 in Review

NS Partners increased its Broadcom (AVGO) stake by 109% in Q1 2026, buying an estimated $30.3M and bringing the position to 176,501 shares worth $54.6M. The position accounts for 2.45% of the portfolio, ranked #9.

NS Partners first reported a position in AVGO in Q2 2015 and has held it in 15 quarters since. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

NS Partners held 176,501 shares of Broadcom worth $54.6M as of Q1 2026.
NS Partners bought 92,221 Broadcom shares in Q1 2026, an estimated $30.3M.
Broadcom made up 2.45% of NS Partners's portfolio in Q1 2026, its #9 holding.
NS Partners first reported a position in Broadcom in Q2 2015 and has held it in 15 quarters since.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on NS Partners's 13F filing for Q1 2026, filed 11 May 2026.