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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
Q2 		$43.4M Buy
115,497
+5
+0% +$2K 2.48% 6
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 $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

Plato Investment Management's AVGO Position: Q2 2026 in Review

Plato Investment Management increased its Broadcom (AVGO) stake by 0% in Q2 2026, buying an estimated $2K and bringing the position to 115,497 shares worth $43.4M. The position accounts for 2.48% of the portfolio, ranked #6.

Plato Investment Management first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 4,846 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Plato Investment Management held 115,497 shares of Broadcom worth $43.4M as of Q2 2026.
  • Plato Investment Management bought 5 Broadcom shares in Q2 2026, an estimated $2K.
  • Broadcom made up 2.48% of Plato Investment Management's portfolio in Q2 2026, its #6 holding.
  • Plato Investment Management first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • 4,846 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.