Taikang Asset Management (HK)’s Broadcom AVGO Stock Holding History

Taikang Asset Management (HK)’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	$15.9M	Sell	42,168 -12,863	-23%	-$5.16M	1.45%	22
2026 Q1	$17M	Buy	55,031 +32,128	+140%	+$10.6M	1.7%	20
2025 Q4	$7.93M	Buy	22,903 +10,465	+84%	+$3.74M	0.78%	39
2025 Q3	$4.1M	Buy	+12,438	New	+$3.82M	0.46%	55
2025 Q2	–	Sell	-18,346	Closed	-$3.07M	–	101
2025 Q1	$3.07M	Buy	18,346 +1,746	+11%	+$370K	0.42%	73
2024 Q4	$3.85M	Sell	16,600 -31,044	-65%	-$5.74M	0.57%	52
2024 Q3	$8.22M	Buy	47,644 +36,444	+325%	+$5.84M	0.87%	41
2024 Q2	$1.8M	Buy	+11,200	New	+$1.57M	0.28%	67

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Taikang Asset Management (HK)'s AVGO Position: Q2 2026 in Review

Taikang Asset Management (HK) reduced its Broadcom (AVGO) stake by 23% in Q2 2026, selling an estimated $5.16M and leaving 42,168 shares worth $15.9M. The position accounts for 1.45% of the portfolio, ranked #22.

Taikang Asset Management (HK) first reported a position in AVGO in Q2 2024 and has held it in 8 quarters since. The position peaked at $17M in Q1 2026. 4,851 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Taikang Asset Management (HK) held 42,168 shares of Broadcom worth $15.9M as of Q2 2026.
Taikang Asset Management (HK) sold 12,863 Broadcom shares in Q2 2026, an estimated $5.16M.
Broadcom made up 1.45% of Taikang Asset Management (HK)'s portfolio in Q2 2026, its #22 holding.
Taikang Asset Management (HK) first reported a position in Broadcom in Q2 2024 and has held it in 8 quarters since.
Taikang Asset Management (HK)'s Broadcom position peaked at $17M in Q1 2026.
4,851 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Taikang Asset Management (HK)'s 13F filing for Q2 2026, filed 12 Aug 2026.