PCH
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Polar Capital Holdings’s Broadcom AVGO Stock Holding History

Polar Capital Holdings’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 		$805M Sell
2,131,702
-741,560
-26% -$297M 1.9% 12
2026
Q1 		$889M Buy
2,873,262
+156,410
+6% +$51.5M 3.16% 5
2025
Q4 		$940M Sell
2,716,852
-129,270
-5% -$46.2M 3.63% 5
2025
Q3 		$939M Sell
2,846,122
-170,824
-6% -$52.4M 4.52% 3
2025
Q2 		$832M Buy
3,016,946
+645,026
+27% +$140M 4.35% 3
2025
Q1 		$397M Sell
2,371,920
-683,651
-22% -$145M 2.42% 4
2024
Q4 		$708M Buy
3,055,571
+61,029
+2% +$11.3M 3.96% 3
2024
Q3 		$517M Buy
2,994,542
+61,992
+2% +$9.94M 2.46% 6
2024
Q2 		$471M Buy
2,932,550
+1,331,970
+83% +$187M 2.77% 4
2024
Q1 		$212M Buy
1,600,580
+879,680
+122% +$109M 1.11% 20
2023
Q4 		$80.5M Buy
+720,900
New +$68.3M 0.49% 54
2022
Q4 		– Sell
-15,230
Closed -$676K – 320
2022
Q3 		$676K Buy
15,230
+350
+2% +$17.9K ﹤0.01% 318
2022
Q2 		$723K Buy
14,880
+1,840
+14% +$103K ﹤0.01% 313
2022
Q1 		$821K Buy
13,040
+1,270
+11% +$75.4K ﹤0.01% 343
2021
Q4 		$783K Buy
+11,770
New +$662K ﹤0.01% 344

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

Polar Capital Holdings's AVGO Position: Q2 2026 in Review

Polar Capital Holdings reduced its Broadcom (AVGO) stake by 26% in Q2 2026, selling an estimated $297M and leaving 2,131,702 shares worth $805M. The position accounts for 1.9% of the portfolio, ranked #12.

Polar Capital Holdings first reported a position in AVGO in Q4 2021 and has held it in 15 quarters since. The position peaked at $940M in Q4 2025. 4,844 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Polar Capital Holdings held 2,131,702 shares of Broadcom worth $805M as of Q2 2026.
  • Polar Capital Holdings sold 741,560 Broadcom shares in Q2 2026, an estimated $297M.
  • Broadcom made up 1.9% of Polar Capital Holdings's portfolio in Q2 2026, its #12 holding.
  • Polar Capital Holdings first reported a position in Broadcom in Q4 2021 and has held it in 15 quarters since.
  • Polar Capital Holdings's Broadcom position peaked at $940M in Q4 2025.
  • 4,844 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Polar Capital Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.