Perennial Advisors’s Broadcom AVGO Stock Holding History

Perennial Advisors’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	$2.66M	Buy	7,029 +5,520	+366%	+$2.21M	0.41%	62
2026 Q1	$467K	Buy	1,509 +19	+1%	+$6.25K	0.08%	91
2025 Q4	$516K	Buy	1,490 +11	+0.7%	+$3.93K	0.09%	83
2025 Q3	$488K	Buy	1,479 +379	+34%	+$116K	0.08%	86
2025 Q2	$303K	Buy	+1,100	New	+$239K	0.06%	99
2024 Q2	$234K	Sell	1,460 -90	-6%	-$12.6K	0.05%	102
2024 Q1	$205K	Buy	+1,550	New	+$192K	0.05%	106
2021 Q3	–	Sell	-2,050	Closed	-$98K	–	96
2021 Q2	$98K	Hold	2,050	–	–	0.03%	111
2021 Q1	$95K	Sell	2,050 -130	-6%	-$6.01K	0.03%	110
2020 Q4	$95K	Buy	+2,180	New	+$85K	0.03%	104
2020 Q3	–	Sell	-2,080	Closed	-$66K	–	85
2020 Q2	$66K	Buy	+2,080	New	+$58.2K	0.03%	111
2019 Q1	–	Sell	-1,250	Closed	-$32K	–	90
2018 Q4	$32K	Buy	1,250 +10	+0.8%	+$236	0.02%	114
2018 Q3	$31K	Hold	1,240	–	–	0.02%	118
2018 Q2	$30K	Buy	1,240 +170	+16%	+$4.17K	0.02%	121
2018 Q1	$25K	Buy	1,070 +70	+7%	+$1.76K	0.02%	124
2017 Q4	$26K	Hold	1,000	–	–	0.02%	133
2017 Q3	$24K	Hold	1,000	–	–	0.02%	122
2017 Q2	$23K	Hold	1,000	–	–	0.02%	126
2017 Q1	$22K	Hold	1,000	–	–	0.02%	118
2016 Q4	$18K	Buy	+1,000	New	+$17.3K	0.01%	131

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

Perennial Advisors's AVGO Position: Q2 2026 in Review

Perennial Advisors increased its Broadcom (AVGO) stake by 366% in Q2 2026, buying an estimated $2.21M and bringing the position to 7,029 shares worth $2.66M. The position accounts for 0.41% of the portfolio, ranked #62.

Perennial Advisors first reported a position in AVGO in Q4 2016 and has held it in 20 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Perennial Advisors held 7,029 shares of Broadcom worth $2.66M as of Q2 2026.
Perennial Advisors bought 5,520 Broadcom shares in Q2 2026, an estimated $2.21M.
Broadcom made up 0.41% of Perennial Advisors's portfolio in Q2 2026, its #62 holding.
Perennial Advisors first reported a position in Broadcom in Q4 2016 and has held it in 20 quarters since.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Perennial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.