RIG
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Renaissance Investment Group’s Broadcom AVGO Stock Holding History

Renaissance Investment 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 		$25.8M Sell
68,173
-11,795
-15% -$4.73M 5.07% 1
2026
Q1 		$24.8M Sell
79,968
-4,116
-5% -$1.35M 5.32% 1
2025
Q4 		$29.1M Sell
84,084
-8,116
-9% -$2.9M 5.86% 1
2025
Q3 		$30.4M Sell
92,200
-6,566
-7% -$2.01M 6.16% 1
2025
Q2 		$27.2M Sell
98,766
-287
-0.3% -$62.3K 5.91% 1
2025
Q1 		$16.6M Sell
99,053
-18,248
-16% -$3.86M 4.03% 4
2024
Q4 		$27.2M Sell
117,301
-3,668
-3% -$678K 5.74% 1
2024
Q3 		$20.9M Sell
120,969
-6,211
-5% -$996K 4.34% 3
2024
Q2 		$22M Sell
127,180
-1,640
-1% -$230K 4.79% 2
2024
Q1 		$17.1M Sell
128,820
-5,260
-4% -$652K 3.92% 3
2023
Q4 		$15M Sell
134,080
-4,400
-3% -$417K 3.72% 4
2023
Q3 		$11.5M Sell
138,480
-3,110
-2% -$270K 3.21% 9
2023
Q2 		$12.3M Sell
141,590
-450
-0.3% -$32.1K 3.22% 7
2023
Q1 		$9.11M Buy
142,040
+1,350
+1% +$81.2K 2.56% 15
2022
Q4 		$7.87M Buy
140,690
+1,910
+1% +$95.8K 2.34% 18
2022
Q3 		$6.33M Buy
138,780
+5,450
+4% +$278K 1.97% 20
2022
Q2 		$6.48M Buy
133,330
+570
+0.4% +$32K 2.11% 20
2022
Q1 		$7.65M Buy
132,760
+5,220
+4% +$310K 2.24% 18
2021
Q4 		$8.49M Buy
127,540
+7,440
+6% +$418K 2.01% 22
2021
Q3 		$5.82M Buy
120,100
+1,840
+2% +$89.5K 1.49% 29
2021
Q2 		$5.64M Buy
118,260
+2,140
+2% +$99.2K 1.44% 31
2021
Q1 		$5.38M Buy
116,120
+58,830
+103% +$2.72M 1.48% 31
2020
Q4 		$2.51M Buy
+57,290
New +$2.23M 0.74% 39

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Renaissance Investment Group's AVGO Position: Q2 2026 in Review

Renaissance Investment Group reduced its Broadcom (AVGO) stake by 15% in Q2 2026, selling an estimated $4.73M and leaving 68,173 shares worth $25.8M. The position accounts for 5.07% of the portfolio, ranked #1.

Renaissance Investment Group first reported a position in AVGO in Q4 2020 and has held it in 23 quarters since. The position peaked at $30.4M in Q3 2025. 982 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Renaissance Investment Group held 68,173 shares of Broadcom worth $25.8M as of Q2 2026.
  • Renaissance Investment Group sold 11,795 Broadcom shares in Q2 2026, an estimated $4.73M.
  • Broadcom made up 5.07% of Renaissance Investment Group's portfolio in Q2 2026, its #1 holding.
  • Renaissance Investment Group first reported a position in Broadcom in Q4 2020 and has held it in 23 quarters since.
  • Renaissance Investment Group's Broadcom position peaked at $30.4M in Q3 2025.
  • 982 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Renaissance Investment Group's 13F filing for Q2 2026, filed 8 Jul 2026.