PVI
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Pine Valley Investments’s Broadcom AVGO Stock Holding History

Pine Valley Investments’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
2024
Q3 		– Hold
0
– -$3.85M – 520
2024
Q2 		– Hold
0
– – – 94

Other funds holding AVGO

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Pine Valley Investments's AVGO Position: Q2 2026 in Review

Pine Valley Investments increased its Broadcom (AVGO) stake by 9.3% in Q2 2026, buying an estimated $372K and bringing the position to 10,901 shares worth $4.12M. The position accounts for 0.16% of the portfolio, ranked #126.

Pine Valley Investments first reported a position in AVGO in Q1 2023 and has held it in 14 quarters since. 2,797 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Pine Valley Investments held 10,901 shares of Broadcom worth $4.12M as of Q2 2026.
  • Pine Valley Investments bought 929 Broadcom shares in Q2 2026, an estimated $372K.
  • Broadcom made up 0.16% of Pine Valley Investments's portfolio in Q2 2026, its #126 holding.
  • Pine Valley Investments first reported a position in Broadcom in Q1 2023 and has held it in 14 quarters since.
  • 2,797 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.