Select Equity Group
AVGO icon

Select Equity Group’s Broadcom AVGO Stock Holding History

Select Equity 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 		$97.1M Buy
257,148
+55,664
+28% +$22.3M 0.48% 55
2026
Q1 		$62.4M Buy
201,484
+119,110
+145% +$39.2M 0.32% 63
2025
Q4 		$28.5M Sell
82,374
-256,960
-76% -$91.9M 0.12% 105
2025
Q3 		$112M Sell
339,334
-20,940
-6% -$6.42M 0.46% 54
2025
Q2 		$99.3M Buy
360,274
+336,957
+1,445% +$73.2M 0.42% 54
2025
Q1 		$3.9M Buy
23,317
+13,249
+132% +$2.8M 0.02% 138
2024
Q4 		$2.33M Sell
10,068
-19,397
-66% -$3.59M 0.01% 117
2024
Q3 		$5.08M Buy
+29,465
New +$4.72M 0.02% 102
2024
Q1 		– Sell
-75,150
Closed -$8.39M – 158
2023
Q4 		$8.39M Sell
75,150
-28,710
-28% -$2.72M 0.03% 111
2023
Q3 		$8.63M Sell
103,860
-66,130
-39% -$5.73M 0.04% 117
2023
Q2 		$14.7M Sell
169,990
-23,080
-12% -$1.65M 0.05% 112
2023
Q1 		$12.4M Sell
193,070
-7,870
-4% -$473K 0.04% 106
2022
Q4 		$11.2M Sell
200,940
-194,850
-49% -$9.77M 0.04% 112
2022
Q3 		$17.6M Sell
395,790
-375,970
-49% -$19.2M 0.06% 106
2022
Q2 		$37.5M Buy
771,760
+229,840
+42% +$12.9M 0.12% 88
2022
Q1 		$34.1M Sell
541,920
-335,090
-38% -$19.9M 0.11% 94
2021
Q4 		$58.4M Sell
877,010
-1,190,760
-58% -$66.9M 0.16% 80
2021
Q3 		$100M Sell
2,067,770
-420,390
-17% -$20.4M 0.34% 57
2021
Q2 		$119M Buy
2,488,160
+1,839,660
+284% +$85.2M 0.41% 54
2021
Q1 		$30.1M Buy
648,500
+159,040
+32% +$7.35M 0.11% 91
2020
Q4 		$21.4M Buy
489,460
+189,460
+63% +$7.39M 0.09% 86
2020
Q3 		$10.9M Buy
300,000
+50,000
+20% +$1.67M 0.05% 98
2020
Q2 		$7.89M Buy
+250,000
New +$7M 0.05% 104

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

Select Equity Group's AVGO Position: Q2 2026 in Review

Select Equity Group increased its Broadcom (AVGO) stake by 28% in Q2 2026, buying an estimated $22.3M and bringing the position to 257,148 shares worth $97.1M. The position accounts for 0.48% of the portfolio, ranked #55.

Select Equity Group first reported a position in AVGO in Q2 2020 and has held it in 23 quarters since. The position peaked at $119M in Q2 2021. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Select Equity Group held 257,148 shares of Broadcom worth $97.1M as of Q2 2026.
  • Select Equity Group bought 55,664 Broadcom shares in Q2 2026, an estimated $22.3M.
  • Broadcom made up 0.48% of Select Equity Group's portfolio in Q2 2026, its #55 holding.
  • Select Equity Group first reported a position in Broadcom in Q2 2020 and has held it in 23 quarters since.
  • Select Equity Group's Broadcom position peaked at $119M in Q2 2021.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Select Equity Group's 13F filing for Q2 2026, filed 14 Aug 2026.