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Scharf Investments’s Broadcom AVGO Stock Holding History

Scharf Investments’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 		$1.28M Sell
3,381
-479
-12% -$192K 0.04% 56
2026
Q1 		$1.19M Sell
3,860
-2,906
-43% -$956K 0.04% 55
2025
Q4 		$2.34M Buy
6,766
+2,789
+70% +$997K 0.06% 48
2025
Q3 		$1.31M Buy
+3,977
New +$1.22M 0.03% 57

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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
ACM
ASK Capital Management San Francisco, California $721M AUM 36.53% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Scharf Investments's AVGO Position: Q2 2026 in Review

Scharf Investments reduced its Broadcom (AVGO) stake by 12% in Q2 2026, selling an estimated $192K and leaving 3,381 shares worth $1.28M. The position accounts for 0.04% of the portfolio, ranked #56.

Scharf Investments first reported a position in AVGO in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.34M in Q4 2025. 1,757 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Scharf Investments held 3,381 shares of Broadcom worth $1.28M as of Q2 2026.
  • Scharf Investments sold 479 Broadcom shares in Q2 2026, an estimated $192K.
  • Broadcom made up 0.04% of Scharf Investments's portfolio in Q2 2026, its #56 holding.
  • Scharf Investments first reported a position in Broadcom in Q3 2025 and has held it in 4 quarters since.
  • Scharf Investments's Broadcom position peaked at $2.34M in Q4 2025.
  • 1,757 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Scharf Investments's 13F filing for Q2 2026, filed 13 Jul 2026.