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Spinnaker Investment Group’s Broadcom AVGO Stock Holding History

Spinnaker Investment 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 		$5.89M Sell
15,585
-615
-4% -$247K 0.94% 16
2026
Q1 		$5.01M Sell
16,200
-1,243
-7% -$409K 1.02% 14
2025
Q4 		$6.04M Sell
17,443
-1,013
-5% -$362K 1.09% 13
2025
Q3 		$6.09M Sell
18,456
-37
-0.2% -$11.4K 1.14% 13
2025
Q2 		$5.1M Sell
18,493
-1,692
-8% -$367K 1.2% 13
2025
Q1 		$3.38M Buy
20,185
+473
+2% +$100K 0.76% 16
2024
Q4 		$4.57M Sell
19,712
-188
-0.9% -$34.8K 1.1% 14
2024
Q3 		$3.43M Buy
19,900
+10
+0.1% +$1.6K 0.84% 14
2024
Q2 		$3.19M Sell
19,890
-2,780
-12% -$390K 0.88% 14
2024
Q1 		$3M Sell
22,670
-5,970
-21% -$740K 0.84% 15
2023
Q4 		$3.2M Sell
28,640
-2,990
-9% -$283K 0.97% 14
2023
Q3 		$2.63M Hold
31,630
– – 0.88% 16
2023
Q2 		$2.74M Hold
31,630
– – 0.9% 16
2023
Q1 		$2.03M Buy
31,630
+100
+0.3% +$6.02K 0.71% 17
2022
Q4 		$1.76M Buy
31,530
+1,010
+3% +$50.6K 0.63% 22
2022
Q3 		$1.35M Buy
30,520
+100
+0.3% +$5.11K 0.53% 22
2022
Q2 		$1.48M Buy
30,420
+100
+0.3% +$5.61K 0.6% 20
2022
Q1 		$1.95M Sell
30,320
-160
-0.5% -$9.5K 0.63% 22
2021
Q4 		$1.72M Buy
+30,480
New +$1.71M 0.6% 22

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

Spinnaker Investment Group's AVGO Position: Q2 2026 in Review

Spinnaker Investment Group reduced its Broadcom (AVGO) stake by 3.8% in Q2 2026, selling an estimated $247K and leaving 15,585 shares worth $5.89M. The position accounts for 0.94% of the portfolio, ranked #16.

Spinnaker Investment Group first reported a position in AVGO in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.09M in Q3 2025. 1,441 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Spinnaker Investment Group held 15,585 shares of Broadcom worth $5.89M as of Q2 2026.
  • Spinnaker Investment Group sold 615 Broadcom shares in Q2 2026, an estimated $247K.
  • Broadcom made up 0.94% of Spinnaker Investment Group's portfolio in Q2 2026, its #16 holding.
  • Spinnaker Investment Group first reported a position in Broadcom in Q4 2021 and has held it in 19 quarters since.
  • Spinnaker Investment Group's Broadcom position peaked at $6.09M in Q3 2025.
  • 1,441 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.