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Perennial Investment Advisors’s Broadcom AVGO Stock Holding History

Perennial Investment 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 		$7.69M Buy
20,344
+540
+3% +$217K 0.51% 39
2026
Q1 		$6.13M Buy
19,804
+274
+1% +$90.2K 0.49% 41
2025
Q4 		$6.76M Sell
19,530
-381
-2% -$136K 0.53% 38
2025
Q3 		$6.57M Sell
19,911
-621
-3% -$191K 0.54% 36
2025
Q2 		$5.66M Sell
20,532
-340
-2% -$73.8K 0.55% 34
2025
Q1 		$3.49M Buy
20,872
+2,897
+16% +$613K 0.39% 49
2024
Q4 		$4.17M Buy
17,975
+1,429
+9% +$264K 0.49% 42
2024
Q3 		$2.85M Sell
16,546
-554
-3% -$88.8K 0.37% 58
2024
Q2 		$2.75M Buy
17,100
+3,410
+25% +$478K 0.39% 54
2024
Q1 		$1.82M Buy
13,690
+1,290
+10% +$160K 0.28% 70
2023
Q4 		$1.39M Hold
12,400
– – 0.23% 81
2023
Q3 		$1.03M Buy
12,400
+150
+1% +$13K 0.19% 98
2023
Q2 		$1.06M Buy
12,250
+590
+5% +$42.1K 0.19% 102
2023
Q1 		$749K Buy
11,660
+1,100
+10% +$66.2K 0.14% 126
2022
Q4 		$592K Buy
10,560
+590
+6% +$29.6K 0.24% 84
2022
Q3 		$443K Sell
9,970
-25,120
-72% -$1.28M 0.2% 95
2022
Q2 		$1.7M Buy
35,090
+640
+2% +$35.9K 0.67% 31
2022
Q1 		$2.17M Buy
34,450
+5,810
+20% +$345K 0.69% 31
2021
Q4 		$1.91M Buy
28,640
+3,160
+12% +$178K 0.6% 32
2021
Q3 		$1.24M Buy
25,480
+520
+2% +$25.3K 0.44% 48
2021
Q2 		$1.19M Buy
24,960
+80
+0.3% +$3.71K 0.43% 50
2021
Q1 		$1.15M Buy
24,880
+180
+0.7% +$8.32K 0.46% 47
2020
Q4 		$1.08M Buy
24,700
+110
+0.4% +$4.29K 0.46% 44
2020
Q3 		$895K Sell
24,590
-2,650
-10% -$88.8K 0.45% 48
2020
Q2 		$860K Buy
27,240
+530
+2% +$14.8K 0.58% 35
2020
Q1 		$634K Buy
26,710
+1,990
+8% +$56.1K 0.56% 37
2019
Q4 		$783K Buy
+24,720
New +$751K 0.62% 42

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

Perennial Investment Advisors's AVGO Position: Q2 2026 in Review

Perennial Investment Advisors increased its Broadcom (AVGO) stake by 2.7% in Q2 2026, buying an estimated $217K and bringing the position to 20,344 shares worth $7.69M. The position accounts for 0.51% of the portfolio, ranked #39.

Perennial Investment Advisors first reported a position in AVGO in Q4 2019 and has held it in 27 quarters since. 4,848 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Perennial Investment Advisors held 20,344 shares of Broadcom worth $7.69M as of Q2 2026.
  • Perennial Investment Advisors bought 540 Broadcom shares in Q2 2026, an estimated $217K.
  • Broadcom made up 0.51% of Perennial Investment Advisors's portfolio in Q2 2026, its #39 holding.
  • Perennial Investment Advisors first reported a position in Broadcom in Q4 2019 and has held it in 27 quarters since.
  • 4,848 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.