Rothschild Investment LLC’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $19.8M | Buy |
52,535
+9,689
| +23% | +$3.88M | 0.74% | 29 |
|
|
2026
Q1 | $13.3M | Buy |
42,846
+1,425
| +3% | +$469K | 0.69% | 31 |
|
|
2025
Q4 | $14.3M | Sell |
41,421
-481
| -1% | -$172K | 0.79% | 29 |
|
|
2025
Q3 | $13.8M | Sell |
41,902
-360
| -0.9% | -$110K | 0.78% | 30 |
|
|
2025
Q2 | $11.6M | Sell |
42,262
-2,336
| -5% | -$507K | 0.73% | 34 |
|
|
2025
Q1 | $7.47M | Sell |
44,598
-1,542
| -3% | -$326K | 0.5% | 55 |
|
|
2024
Q4 | $10.7M | Sell |
46,140
-1,216
| -3% | -$225K | 0.7% | 33 |
|
|
2024
Q3 | $8.17M | Buy |
47,356
+1,056
| +2% | +$169K | 0.53% | 49 |
|
|
2024
Q2 | $7.43M | Buy |
46,300
+4,330
| +10% | +$607K | 0.52% | 49 |
|
|
2024
Q1 | $5.56M | Buy |
41,970
+30
| +0.1% | +$3.72K | 0.4% | 67 |
|
|
2023
Q4 | $4.68M | Buy |
41,940
+1,020
| +2% | +$96.6K | 0.39% | 66 |
|
|
2023
Q3 | $3.4M | Buy |
40,920
+1,590
| +4% | +$138K | 0.29% | 90 |
|
|
2023
Q2 | $3.41M | Sell |
39,330
-4,000
| -9% | -$285K | 0.28% | 91 |
|
|
2023
Q1 | $2.78M | Sell |
43,330
-840
| -2% | -$50.5K | 0.24% | 101 |
|
|
2022
Q4 | $2.47M | Sell |
44,170
-870
| -2% | -$43.6K | 0.23% | 108 |
|
|
2022
Q3 | $2M | Sell |
45,040
-480
| -1% | -$24.5K | 0.2% | 123 |
|
|
2022
Q2 | $2.21M | Buy |
45,520
+100
| +0.2% | +$5.61K | 0.2% | 117 |
|
|
2022
Q1 | $2.86M | Buy |
45,420
+2,680
| +6% | +$159K | 0.22% | 110 |
|
|
2021
Q4 | $2.84M | Sell |
42,740
-670
| -2% | -$37.7K | 0.22% | 110 |
|
|
2021
Q3 | $2.1M | Buy |
43,410
+150
| +0.3% | +$7.29K | 0.18% | 128 |
|
|
2021
Q2 | $2.06M | Buy |
43,260
+2,240
| +5% | +$104K | 0.16% | 134 |
|
|
2021
Q1 | $1.9M | Buy |
41,020
+3,440
| +9% | +$159K | 0.16% | 135 |
|
|
2020
Q4 | $1.65M | Buy |
37,580
+850
| +2% | +$33.1K | 0.16% | 132 |
|
|
2020
Q3 | $1.34M | Hold |
36,730
| – | – | 0.15% | 140 |
|
|
2020
Q2 | $1.16M | Sell |
36,730
-2,120
| -5% | -$59.3K | 0.14% | 147 |
|
|
2020
Q1 | $921K | Buy |
38,850
+300
| +0.8% | +$8.45K | 0.12% | 174 |
|
|
2019
Q4 | $1.22M | Buy |
38,550
+700
| +2% | +$21.3K | 0.12% | 168 |
|
|
2019
Q3 | $1.04M | Hold |
37,850
| – | – | 0.12% | 164 |
|
|
2019
Q2 | $1.09M | Buy |
37,850
+8,000
| +27% | +$233K | 0.13% | 158 |
|
|
2019
Q1 | $898K | Buy |
29,850
+19,350
| +184% | +$525K | 0.11% | 183 |
|
|
2018
Q4 | $267K | Buy |
+10,500
| New | +$248K | 0.04% | 305 |
|
Other funds holding AVGO
Rothschild Investment LLC's AVGO Position: Q2 2026 in Review
Rothschild Investment LLC increased its Broadcom (AVGO) stake by 23% in Q2 2026, buying an estimated $3.88M and bringing the position to 52,535 shares worth $19.8M. The position accounts for 0.74% of the portfolio, ranked #29.
Rothschild Investment LLC first reported a position in AVGO in Q4 2018 and has held it in 31 quarters since. 4,856 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.
- Rothschild Investment LLC held 52,535 shares of Broadcom worth $19.8M as of Q2 2026.
- Rothschild Investment LLC bought 9,689 Broadcom shares in Q2 2026, an estimated $3.88M.
- Broadcom made up 0.74% of Rothschild Investment LLC's portfolio in Q2 2026, its #29 holding.
- Rothschild Investment LLC first reported a position in Broadcom in Q4 2018 and has held it in 31 quarters since.
- 4,856 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.
Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.