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Plato Investment Management’s Broadcom AVGO Stock Holding History

Plato Investment Management’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
Q1 		$35.8M Buy
115,492
+5,875
+5% +$1.93M 2.4% 6
2025
Q4 		$38.1M Buy
109,617
+655
+0.6% +$234K 2.49% 7
2025
Q3 		$35.7M Buy
108,962
+3,978
+4% +$1.22M 2.42% 6
2025
Q2 		$28.8M Buy
104,984
+24,148
+30% +$5.24M 2.17% 6
2025
Q1 		$13.7M Sell
80,836
-27,599
-25% -$5.84M 1.15% 12
2024
Q4 		$25.2M Sell
108,435
-2,268
-2% -$419K 1.85% 8
2024
Q3 		$19.1M Sell
110,703
-2,097
-2% -$336K 1.55% 8
2024
Q2 		$18.1M Buy
112,800
+5,060
+5% +$709K 1.69% 8
2024
Q1 		$14.3M Buy
107,740
+93,570
+660% +$11.6M 1.48% 8
2023
Q4 		$1.58M Buy
+14,170
New +$1.34M 1.94% 6

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

Plato Investment Management's AVGO Position: Q1 2026 in Review

Plato Investment Management increased its Broadcom (AVGO) stake by 5.4% in Q1 2026, buying an estimated $1.93M and bringing the position to 115,492 shares worth $35.8M. The position accounts for 2.4% of the portfolio, ranked #6.

Plato Investment Management first reported a position in AVGO in Q4 2023 and has held it in 10 quarters since. The position peaked at $38.1M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Plato Investment Management held 115,492 shares of Broadcom worth $35.8M as of Q1 2026.
  • Plato Investment Management bought 5,875 Broadcom shares in Q1 2026, an estimated $1.93M.
  • Broadcom made up 2.4% of Plato Investment Management's portfolio in Q1 2026, its #6 holding.
  • Plato Investment Management first reported a position in Broadcom in Q4 2023 and has held it in 10 quarters since.
  • Plato Investment Management's Broadcom position peaked at $38.1M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.