Sustainable Insight Capital Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $20.7M | Buy |
66,970
+2,760
| +4% | +$908K | 6.96% | 2 |
|
|
2025
Q4 | $22.2M | Sell |
64,210
-5,144
| -7% | -$1.84M | 7.42% | 2 |
|
|
2025
Q3 | $22.9M | Buy |
69,354
+15,750
| +29% | +$4.83M | 7.19% | 2 |
|
|
2025
Q2 | $14.8M | Sell |
53,604
-24,744
| -32% | -$5.37M | 6.69% | 5 |
|
|
2025
Q1 | $13.1M | Buy |
78,348
+8,616
| +12% | +$1.82M | 6.53% | 2 |
|
|
2024
Q4 | $16.2M | Sell |
69,732
-19,788
| -22% | -$3.66M | 7.07% | 2 |
|
|
2024
Q3 | $15.4M | Sell |
89,520
-6,200
| -6% | -$994K | 7% | 2 |
|
|
2024
Q2 | $15.4M | Buy |
95,720
+20,430
| +27% | +$2.86M | 7.7% | 2 |
|
|
2024
Q1 | $9.98M | Sell |
75,290
-4,000
| -5% | -$496K | 7.2% | 2 |
|
|
2023
Q4 | $8.85M | Buy |
79,290
+19,820
| +33% | +$1.88M | 7.21% | 1 |
|
|
2023
Q3 | $4.94M | Buy |
59,470
+1,280
| +2% | +$111K | 4.84% | 1 |
|
|
2023
Q2 | $5.05M | Sell |
58,190
-23,770
| -29% | -$1.7M | 4.68% | 1 |
|
|
2023
Q1 | $5.26M | Buy |
81,960
+77,040
| +1,566% | +$4.63M | 5.28% | 2 |
|
|
2022
Q4 | $275K | Sell |
4,920
-5,870
| -54% | -$294K | 0.31% | 74 |
|
|
2022
Q3 | $479K | Sell |
10,790
-560
| -5% | -$28.6K | 0.56% | 43 |
|
|
2022
Q2 | $578K | Sell |
11,350
-110,740
| -91% | -$6.22M | 0.58% | 44 |
|
|
2022
Q1 | $7.69M | Buy |
122,090
+114,080
| +1,424% | +$6.78M | 5.47% | 1 |
|
|
2021
Q4 | $533K | Sell |
8,010
-114,250
| -93% | -$6.42M | 0.29% | 44 |
|
|
2021
Q3 | $5.93M | Sell |
122,260
-34,960
| -22% | -$1.7M | 3.81% | 6 |
|
|
2021
Q2 | $7.5M | Buy |
157,220
+150,990
| +2,424% | +$7M | 4.44% | 5 |
|
|
2021
Q1 | $289K | Sell |
6,230
-157,300
| -96% | -$7.27M | 0.19% | 84 |
|
|
2020
Q4 | $7.16M | Buy |
+163,530
| New | +$6.38M | 4.88% | 1 |
|
|
2020
Q1 | $3.5M | Buy |
147,730
+54,690
| +59% | +$1.54M | 4.89% | 3 |
|
|
2019
Q4 | $2.94M | Sell |
93,040
-28,880
| -24% | -$877K | 3.03% | 4 |
|
|
2019
Q3 | $3.37M | Buy |
121,920
+12,830
| +12% | +$365K | 3.85% | 5 |
|
|
2019
Q2 | $3.14M | Buy |
109,090
+45,090
| +70% | +$1.31M | 3.66% | 7 |
|
|
2019
Q1 | $1.93M | Buy |
64,000
+40,000
| +167% | +$1.08M | 2.48% | 7 |
|
|
2018
Q4 | $610K | Sell |
24,000
-53,000
| -69% | -$1.25M | 0.79% | 33 |
|
|
2018
Q3 | $1.9M | Buy |
77,000
+36,940
| +92% | +$828K | 1.24% | 23 |
|
|
2018
Q2 | $972K | Buy |
+40,060
| New | +$982K | 0.37% | 45 |
|
|
2018
Q1 | – | Sell |
-570,000
| Closed | -$14.6M | – | 74 |
|
|
2017
Q4 | $14.6M | Buy |
570,000
+8,000
| +1% | +$208K | 5.54% | 5 |
|
|
2017
Q3 | $13.6M | Buy |
562,000
+409,000
| +267% | +$10.1M | 6.15% | 5 |
|
|
2017
Q2 | $3.57M | Buy |
+153,000
| New | +$3.55M | 1.67% | 19 |
|
Other funds holding AVGO
VCM
VPM
Sustainable Insight Capital Management's AVGO Position: Q1 2026 in Review
Sustainable Insight Capital Management increased its Broadcom (AVGO) stake by 4.3% in Q1 2026, buying an estimated $908K and bringing the position to 66,970 shares worth $20.7M. The position accounts for 6.96% of the portfolio, ranked #2.
Sustainable Insight Capital Management first reported a position in AVGO in Q2 2017 and has held it in 33 quarters since. The position peaked at $22.9M in Q3 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.
- Sustainable Insight Capital Management held 66,970 shares of Broadcom worth $20.7M as of Q1 2026.
- Sustainable Insight Capital Management bought 2,760 Broadcom shares in Q1 2026, an estimated $908K.
- Broadcom made up 6.96% of Sustainable Insight Capital Management's portfolio in Q1 2026, its #2 holding.
- Sustainable Insight Capital Management first reported a position in Broadcom in Q2 2017 and has held it in 33 quarters since.
- Sustainable Insight Capital Management's Broadcom position peaked at $22.9M in Q3 2025.
- 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.
Based on Sustainable Insight Capital Management's 13F filing for Q1 2026, filed 14 May 2026.