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Somerset Trust’s Broadcom AVGO Stock Holding History

Somerset Trust’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 		$6.81M Buy
18,031
+20
+0.1% +$8.02K 1.93% 13
2026
Q1 		$5.57M Buy
18,011
+479
+3% +$158K 1.71% 16
2025
Q4 		$6.07M Buy
17,532
+88
+0.5% +$31.5K 1.86% 13
2025
Q3 		$5.75M Buy
17,444
+277
+2% +$85K 1.78% 16
2025
Q2 		$4.73M Buy
+17,167
New +$3.73M 1.54% 23

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Somerset Trust's AVGO Position: Q2 2026 in Review

Somerset Trust increased its Broadcom (AVGO) stake by 0.11% in Q2 2026, buying an estimated $8.02K and bringing the position to 18,031 shares worth $6.81M. The position accounts for 1.93% of the portfolio, ranked #13.

Somerset Trust first reported a position in AVGO in Q2 2025 and has held it in 5 quarters since. 980 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Somerset Trust held 18,031 shares of Broadcom worth $6.81M as of Q2 2026.
  • Somerset Trust bought 20 Broadcom shares in Q2 2026, an estimated $8.02K.
  • Broadcom made up 1.93% of Somerset Trust's portfolio in Q2 2026, its #13 holding.
  • Somerset Trust first reported a position in Broadcom in Q2 2025 and has held it in 5 quarters since.
  • 980 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Somerset Trust's 13F filing for Q2 2026, filed 6 Jul 2026.