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EAGLE HARBOR ASSET MANAGEMENT INC /ADV’s Broadcom AVGO Stock Holding History

EAGLE HARBOR ASSET MANAGEMENT INC /ADV’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 		$5.71M Sell
15,116
-583
-4% -$234K 4.48% 1
2026
Q1 		$4.86M Sell
15,699
-1,579
-9% -$520K 4.15% 1
2025
Q4 		$5.98M Sell
17,278
-702
-4% -$251K 4.95% 1
2025
Q3 		$5.93M Sell
17,980
-1,006
-5% -$309K 5.15% 1
2025
Q2 		$5.23M Sell
18,986
-434
-2% -$94.2K 5.05% 1
2025
Q1 		$3.25M Sell
19,420
-3,640
-16% -$770K 3.3% 4
2024
Q4 		$5.35M Sell
23,060
-232
-1% -$42.9K 5.35% 1
2024
Q3 		$4.02M Sell
23,292
-778
-3% -$125K 3.98% 1
2024
Q2 		$3.86M Sell
24,070
-730
-3% -$102K 4.12% 2
2024
Q1 		$3.29M Sell
24,800
-4,720
-16% -$585K 3.49% 2
2023
Q4 		$3.3M Sell
29,520
-2,910
-9% -$276K 3.79% 2
2023
Q3 		$2.69M Sell
32,430
-2,500
-7% -$217K 3.53% 3
2023
Q2 		$3.03M Sell
34,930
-5,740
-14% -$409K 3.96% 3
2023
Q1 		$2.61M Sell
40,670
-1,430
-3% -$86K 3.54% 3
2022
Q4 		$2.35M Sell
42,100
-180
-0.4% -$9.03K 3.45% 2
2022
Q3 		$1.88M Buy
42,280
+360
+0.9% +$18.4K 3.23% 3
2022
Q2 		$2.04M Buy
41,920
+1,550
+4% +$87K 3.15% 5
2022
Q1 		$2.54M Buy
40,370
+5,860
+17% +$348K 3.29% 4
2021
Q4 		$2.3M Buy
+34,510
New +$1.94M 3.03% 7

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

EAGLE HARBOR ASSET MANAGEMENT INC /ADV's AVGO Position: Q2 2026 in Review

EAGLE HARBOR ASSET MANAGEMENT INC /ADV reduced its Broadcom (AVGO) stake by 3.7% in Q2 2026, selling an estimated $234K and leaving 15,116 shares worth $5.71M. The position accounts for 4.48% of the portfolio, ranked #1.

EAGLE HARBOR ASSET MANAGEMENT INC /ADV first reported a position in AVGO in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.98M in Q4 2025. 3,631 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • EAGLE HARBOR ASSET MANAGEMENT INC /ADV held 15,116 shares of Broadcom worth $5.71M as of Q2 2026.
  • EAGLE HARBOR ASSET MANAGEMENT INC /ADV sold 583 Broadcom shares in Q2 2026, an estimated $234K.
  • Broadcom made up 4.48% of EAGLE HARBOR ASSET MANAGEMENT INC /ADV's portfolio in Q2 2026, its #1 holding.
  • EAGLE HARBOR ASSET MANAGEMENT INC /ADV first reported a position in Broadcom in Q4 2021 and has held it in 19 quarters since.
  • EAGLE HARBOR ASSET MANAGEMENT INC /ADV's Broadcom position peaked at $5.98M in Q4 2025.
  • 3,631 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on EAGLE HARBOR ASSET MANAGEMENT INC /ADV's 13F filing for Q2 2026, filed 11 Aug 2026.