Polen Capital Management
AVGO icon

Polen Capital Management’s Broadcom AVGO Stock Holding History

Polen Capital 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 		$835M Sell
2,697,567
-834,070
-24% -$274M 5.78% 4
2025
Q4 		$1.22B Sell
3,531,637
-954,217
-21% -$341M 5.22% 6
2025
Q3 		$1.48B Buy
+4,485,854
New +$1.38B 4.8% 7

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

Polen Capital Management's AVGO Position: Q1 2026 in Review

Polen Capital Management reduced its Broadcom (AVGO) stake by 24% in Q1 2026, selling an estimated $274M and leaving 2,697,567 shares worth $835M. The position accounts for 5.78% of the portfolio, ranked #4.

Polen Capital Management first reported a position in AVGO in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.48B in Q3 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Polen Capital Management held 2,697,567 shares of Broadcom worth $835M as of Q1 2026.
  • Polen Capital Management sold 834,070 Broadcom shares in Q1 2026, an estimated $274M.
  • Broadcom made up 5.78% of Polen Capital Management's portfolio in Q1 2026, its #4 holding.
  • Polen Capital Management first reported a position in Broadcom in Q3 2025 and has held it in 3 quarters since.
  • Polen Capital Management's Broadcom position peaked at $1.48B in Q3 2025.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Polen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.