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Pinnacle Associates’s Broadcom AVGO Stock Holding History

Pinnacle Associates’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
2020
Q1 		– Sell
-17,000
Closed -$537K – 660
2019
Q4 		$537K Buy
+17,000
New +$516K 0.01% 524

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

Pinnacle Associates's AVGO Position: Q2 2026 in Review

Pinnacle Associates increased its Broadcom (AVGO) stake by 0.37% in Q2 2026, buying an estimated $664K and bringing the position to 451,507 shares worth $171M. The position accounts for 1.86% of the portfolio, ranked #5.

Pinnacle Associates first reported a position in AVGO in Q2 2013 and has held it in 52 quarters since. 4,846 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Pinnacle Associates held 451,507 shares of Broadcom worth $171M as of Q2 2026.
  • Pinnacle Associates bought 1,655 Broadcom shares in Q2 2026, an estimated $664K.
  • Broadcom made up 1.86% of Pinnacle Associates's portfolio in Q2 2026, its #5 holding.
  • Pinnacle Associates first reported a position in Broadcom in Q2 2013 and has held it in 52 quarters since.
  • 4,846 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.