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Renaissance Group’s Broadcom AVGO Stock Holding History

Renaissance Group’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 		$39.3M Sell
104,104
-26,935
-21% -$10.8M 1.6% 12
2026
Q1 		$40.6M Sell
131,039
-7,288
-5% -$2.4M 1.7% 4
2025
Q4 		$47.9M Sell
138,327
-15,733
-10% -$5.63M 1.92% 2
2025
Q3 		$50.8M Sell
154,060
-14,868
-9% -$4.56M 1.92% 2
2025
Q2 		$46.6M Sell
168,928
-5,405
-3% -$1.17M 1.81% 5
2025
Q1 		$29.2M Sell
174,333
-56,360
-24% -$11.9M 1.29% 38
2024
Q4 		$53.5M Sell
230,693
-28,872
-11% -$5.34M 2.22% 1
2024
Q3 		$44.8M Sell
259,565
-30,755
-11% -$4.93M 1.84% 3
2024
Q2 		$46.6M Sell
290,320
-30,350
-9% -$4.25M 1.82% 1
2024
Q1 		$42.5M Sell
320,670
-22,210
-6% -$2.75M 1.61% 3
2023
Q4 		$38.3M Sell
342,880
-17,760
-5% -$1.68M 1.59% 4
2023
Q3 		$30M Sell
360,640
-5,590
-2% -$485K 1.37% 29
2023
Q2 		$31.8M Sell
366,230
-137,180
-27% -$9.78M 1.37% 29
2023
Q1 		$32.3M Buy
503,410
+12,020
+2% +$723K 1.48% 10
2022
Q4 		$27.5M Buy
491,390
+25,360
+5% +$1.27M 1.35% 34
2022
Q3 		$20.7M Sell
466,030
-220
-0% -$11.2K 1.11% 54
2022
Q2 		$22.7M Buy
+466,250
New +$26.2M 1.17% 48
2014
Q3 		– Sell
-2,386,720
Closed -$17.2M – 260
2014
Q2 		$17.2M Sell
2,386,720
-21,140
-0.9% -$142K 0.66% 56
2014
Q1 		$15.5M Sell
2,407,860
-584,070
-20% -$3.42M 0.61% 57
2013
Q4 		$15.8M Sell
2,991,930
-127,600
-4% -$587K 0.64% 61
2013
Q3 		$13.4M Sell
3,119,530
-9,780
-0.3% -$37.6K 0.57% 71
2013
Q2 		$11.7M Buy
+3,129,310
New +$10.9M 0.53% 76

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

Renaissance Group's AVGO Position: Q2 2026 in Review

Renaissance Group reduced its Broadcom (AVGO) stake by 21% in Q2 2026, selling an estimated $10.8M and leaving 104,104 shares worth $39.3M. The position accounts for 1.6% of the portfolio, ranked #12.

Renaissance Group first reported a position in AVGO in Q2 2013 and has held it in 22 quarters since. The position peaked at $53.5M in Q4 2024. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Renaissance Group held 104,104 shares of Broadcom worth $39.3M as of Q2 2026.
  • Renaissance Group sold 26,935 Broadcom shares in Q2 2026, an estimated $10.8M.
  • Broadcom made up 1.6% of Renaissance Group's portfolio in Q2 2026, its #12 holding.
  • Renaissance Group first reported a position in Broadcom in Q2 2013 and has held it in 22 quarters since.
  • Renaissance Group's Broadcom position peaked at $53.5M in Q4 2024.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Renaissance Group's 13F filing for Q2 2026, filed 13 Aug 2026.