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Shaker Investments’s Broadcom AVGO Stock Holding History

Shaker 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 		$11.3M Sell
29,839
-185
-0.6% -$74.2K 4.05% 6
2026
Q1 		$9.29M Sell
30,024
-6,853
-19% -$2.25M 4.23% 3
2025
Q4 		$12.8M Sell
36,877
-421
-1% -$151K 5.31% 2
2025
Q3 		$12.3M Sell
37,298
-4,957
-12% -$1.52M 4.92% 2
2025
Q2 		$11.6M Buy
42,255
+5,200
+14% +$1.13M 4.77% 2
2025
Q1 		$6.2M Sell
37,055
-4,529
-11% -$959K 2.99% 5
2024
Q4 		$9.64M Sell
41,584
-11,353
-21% -$2.1M 4.04% 3
2024
Q3 		$9.13M Buy
52,937
+107
+0.2% +$17.2K 3.8% 2
2024
Q2 		$8.48M Sell
52,830
-370
-0.7% -$51.9K 3.69% 5
2024
Q1 		$7.05M Sell
53,200
-10,540
-17% -$1.31M 2.99% 5
2023
Q4 		$7.12M Sell
63,740
-10
-0% -$947 3.32% 3
2023
Q3 		$5.29M Sell
63,750
-700
-1% -$60.7K 2.92% 4
2023
Q2 		$5.59M Sell
64,450
-22,270
-26% -$1.59M 2.85% 6
2023
Q1 		$5.56M Buy
86,720
+740
+0.9% +$44.5K 3.11% 4
2022
Q4 		$4.81M Buy
85,980
+830
+1% +$41.6K 2.98% 7
2022
Q3 		$3.78M Buy
85,150
+140
+0.2% +$7.15K 2.54% 9
2022
Q2 		$4.13M Buy
85,010
+380
+0.4% +$21.3K 2.62% 8
2022
Q1 		$5.33M Buy
84,630
+370
+0.4% +$22K 2.71% 7
2021
Q4 		$5.61M Sell
84,260
-20
-0% -$1.12K 2.42% 10
2021
Q3 		$4.09M Buy
84,280
+160
+0.2% +$7.78K 1.8% 16
2021
Q2 		$4.01M Hold
84,120
– – 1.85% 16
2021
Q1 		$3.9M Sell
84,120
-40
-0% -$1.85K 1.89% 16
2020
Q4 		$3.69M Buy
84,160
+290
+0.3% +$11.3K 1.85% 16
2020
Q3 		$3.06M Sell
83,870
-1,510
-2% -$50.6K 1.56% 21
2020
Q2 		$2.69M Sell
85,380
-25,520
-23% -$714K 1.53% 21
2020
Q1 		$2.63M Sell
110,900
-7,170
-6% -$202K 2.25% 17
2019
Q4 		$3.73M Buy
118,070
+780
+0.7% +$23.7K 2.22% 13
2019
Q3 		$3.24M Buy
117,290
+3,000
+3% +$85.3K 2.12% 16
2019
Q2 		$3.29M Buy
114,290
+8,890
+8% +$259K 2.19% 14
2019
Q1 		$3.17M Sell
105,400
-39,220
-27% -$1.06M 2.19% 13
2018
Q4 		$3.68M Buy
144,620
+68,460
+90% +$1.62M 3.19% 9
2018
Q3 		$1.88M Sell
76,160
-15,490
-17% -$347K 1.16% 30
2018
Q2 		$2.22M Sell
91,650
-50
-0.1% -$1.23K 1.37% 20
2018
Q1 		$2.16M Sell
91,700
-79,060
-46% -$1.99M 1.34% 23
2017
Q4 		$4.39M Buy
170,760
+16,270
+11% +$423K 2.91% 7
2017
Q3 		$3.75M Hold
154,490
– – 2.61% 8
2017
Q2 		$3.6M Sell
154,490
-101,360
-40% -$2.35M 2.72% 9
2017
Q1 		$5.6M Sell
255,850
-7,700
-3% -$159K 4.31% 2
2016
Q4 		$4.66M Sell
263,550
-300
-0.1% -$5.2K 3.67% 3
2016
Q3 		$4.55M Buy
263,850
+8,350
+3% +$140K 3.66% 4
2016
Q2 		$3.97M Sell
255,500
-30,650
-11% -$467K 3.6% 3
2016
Q1 		$4.42M Sell
286,150
-48,300
-14% -$653K 4.2% 3
2015
Q4 		$4.86M Buy
334,450
+161,750
+94% +$2.1M 4.01% 3
2015
Q3 		$2.16M Buy
172,700
+17,100
+11% +$216K 1.69% 17
2015
Q2 		$2.07M Sell
155,600
-21,650
-12% -$284K 1.44% 22
2015
Q1 		$2.25M Sell
177,250
-149,750
-46% -$1.72M 1.5% 20
2014
Q4 		$3.29M Buy
+327,000
New +$2.92M 2.22% 13

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
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

Shaker Investments's AVGO Position: Q2 2026 in Review

Shaker Investments reduced its Broadcom (AVGO) stake by 0.62% in Q2 2026, selling an estimated $74.2K and leaving 29,839 shares worth $11.3M. The position accounts for 4.05% of the portfolio, ranked #6.

Shaker Investments first reported a position in AVGO in Q4 2014 and has held it in 47 quarters since. The position peaked at $12.8M in Q4 2025. 1,613 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Shaker Investments held 29,839 shares of Broadcom worth $11.3M as of Q2 2026.
  • Shaker Investments sold 185 Broadcom shares in Q2 2026, an estimated $74.2K.
  • Broadcom made up 4.05% of Shaker Investments's portfolio in Q2 2026, its #6 holding.
  • Shaker Investments first reported a position in Broadcom in Q4 2014 and has held it in 47 quarters since.
  • Shaker Investments's Broadcom position peaked at $12.8M in Q4 2025.
  • 1,613 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Shaker Investments's 13F filing for Q2 2026, filed 15 Jul 2026.