Partners Capital Investment Group’s Broadcom AVGO Stock Holding History

Partners Capital Investment Group’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	$3.1M	Sell	8,217 -996	-11%	-$399K	0.11%	74
2026 Q1	$2.85M	Sell	9,213 -1,075	-10%	-$354K	0.11%	79
2025 Q4	$3.56M	Sell	10,288 -5,961	-37%	-$2.13M	0.13%	78
2025 Q3	$5.36M	Buy	16,249 +5,415	+50%	+$1.66M	0.21%	53
2025 Q2	$2.99M	Sell	10,834 -12,772	-54%	-$2.77M	0.12%	85
2025 Q1	$3.95M	Buy	+23,606	New	+$5M	0.07%	107
2024 Q1	–	Sell	-11,320	Closed	-$1.26M	–	154
2023 Q4	$1.26M	Buy	11,320 +330	+3%	+$31.2K	0.03%	137
2023 Q3	$913K	Buy	10,990 +6,610	+151%	+$573K	0.02%	145
2023 Q2	$380K	Buy	+4,380	New	+$312K	0.01%	177

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Partners Capital Investment Group's AVGO Position: Q2 2026 in Review

Partners Capital Investment Group reduced its Broadcom (AVGO) stake by 11% in Q2 2026, selling an estimated $399K and leaving 8,217 shares worth $3.1M. The position accounts for 0.11% of the portfolio, ranked #74.

Partners Capital Investment Group first reported a position in AVGO in Q2 2023 and has held it in 9 quarters since. The position peaked at $5.36M in Q3 2025. 4,828 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Partners Capital Investment Group held 8,217 shares of Broadcom worth $3.1M as of Q2 2026.
Partners Capital Investment Group sold 996 Broadcom shares in Q2 2026, an estimated $399K.
Broadcom made up 0.11% of Partners Capital Investment Group's portfolio in Q2 2026, its #74 holding.
Partners Capital Investment Group first reported a position in Broadcom in Q2 2023 and has held it in 9 quarters since.
Partners Capital Investment Group's Broadcom position peaked at $5.36M in Q3 2025.
4,828 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Partners Capital Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.