SIP
AVGO icon

Stoneridge Investment Partners’s Broadcom AVGO Stock Holding History

Stoneridge Investment Partners’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 		$6.72M Buy
17,264
+572
+3% +$229K 4.41% 5
2026
Q1 		$5.17M Buy
16,692
+1,099
+7% +$362K 3.74% 7
2025
Q4 		$5.4M Buy
15,593
+1,283
+9% +$459K 3.76% 5
2025
Q3 		$4.72M Hold
14,310
– – 3.24% 4
2025
Q2 		$3.94M Hold
14,310
– – 2.97% 6
2025
Q1 		$2.4M Sell
14,310
-16,387
-53% -$3.47M 2.02% 13
2024
Q4 		$7.12M Hold
30,697
– – 2.54% 9
2024
Q3 		$5.29M Buy
30,697
+5,107
+20% +$819K 1.97% 16
2024
Q2 		$4.11M Buy
25,590
+14,810
+137% +$2.08M 1.55% 19
2024
Q1 		$1.43M Buy
+10,780
New +$1.34M 0.54% 55
2020
Q4 		– Sell
-9,140
Closed -$333K – 108
2020
Q3 		$333K Sell
9,140
-18,640
-67% -$624K 0.22% 96
2020
Q2 		$877K Sell
27,780
-8,000
-22% -$224K 0.37% 74
2020
Q1 		$848K Hold
35,780
– – 0.38% 68
2019
Q4 		$1.13M Hold
35,780
– – 0.38% 84
2019
Q3 		$988K Sell
35,780
-2,900
-7% -$82.5K 0.36% 82
2019
Q2 		$1.11M Buy
+38,680
New +$1.13M 0.4% 82
2019
Q1 		– Sell
-30,260
Closed -$769K – 116
2018
Q4 		$769K Sell
30,260
-164,390
-84% -$3.88M 0.24% 98
2018
Q3 		$4.8M Buy
194,650
+113,580
+140% +$2.55M 1.02% 35
2018
Q2 		$1.97M Buy
+81,070
New +$1.99M 0.38% 81

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

Stoneridge Investment Partners's AVGO Position: Q2 2026 in Review

Stoneridge Investment Partners increased its Broadcom (AVGO) stake by 3.4% in Q2 2026, buying an estimated $229K and bringing the position to 17,264 shares worth $6.72M. The position accounts for 4.41% of the portfolio, ranked #5.

Stoneridge Investment Partners first reported a position in AVGO in Q2 2018 and has held it in 19 quarters since. The position peaked at $7.12M in Q4 2024. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Stoneridge Investment Partners held 17,264 shares of Broadcom worth $6.72M as of Q2 2026.
  • Stoneridge Investment Partners bought 572 Broadcom shares in Q2 2026, an estimated $229K.
  • Broadcom made up 4.41% of Stoneridge Investment Partners's portfolio in Q2 2026, its #5 holding.
  • Stoneridge Investment Partners first reported a position in Broadcom in Q2 2018 and has held it in 19 quarters since.
  • Stoneridge Investment Partners's Broadcom position peaked at $7.12M in Q4 2024.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Stoneridge Investment Partners's 13F filing for Q2 2026, filed 6 Aug 2026.