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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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Pinnacle Associates's AVGO Position: Q1 2026 in Review

Pinnacle Associates reduced its Broadcom (AVGO) stake by 1.6% in Q1 2026, selling an estimated $2.36M and leaving 449,852 shares worth $139M. The position accounts for 1.79% of the portfolio, ranked #5.

Pinnacle Associates first reported a position in AVGO in Q2 2013 and has held it in 51 quarters since. The position peaked at $158M in Q4 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Pinnacle Associates held 449,852 shares of Broadcom worth $139M as of Q1 2026.
  • Pinnacle Associates sold 7,171 Broadcom shares in Q1 2026, an estimated $2.36M.
  • Broadcom made up 1.79% of Pinnacle Associates's portfolio in Q1 2026, its #5 holding.
  • Pinnacle Associates first reported a position in Broadcom in Q2 2013 and has held it in 51 quarters since.
  • Pinnacle Associates's Broadcom position peaked at $158M in Q4 2025.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.