Tortoise Investment 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
Q2 | $893K | Buy |
2,363
+416
| +21% | +$167K | 0.07% | 135 |
|
|
2026
Q1 | $603K | Buy |
1,947
+254
| +15% | +$83.6K | 0.05% | 146 |
|
|
2025
Q4 | $586K | Buy |
1,693
+66
| +4% | +$23.6K | 0.05% | 145 |
|
|
2025
Q3 | $537K | Buy |
1,627
+62
| +4% | +$19K | 0.05% | 147 |
|
|
2025
Q2 | $432K | Buy |
1,565
+194
| +14% | +$42.1K | 0.04% | 154 |
|
|
2025
Q1 | $230K | Sell |
1,371
-1,704
| -55% | -$361K | 0.02% | 201 |
|
|
2024
Q4 | $713K | Buy |
3,075
+198
| +7% | +$36.6K | 0.08% | 132 |
|
|
2024
Q3 | $496K | Buy |
2,877
+897
| +45% | +$144K | 0.05% | 147 |
|
|
2024
Q2 | $318K | Buy |
1,980
+300
| +18% | +$42K | 0.04% | 173 |
|
|
2024
Q1 | $223K | Buy |
1,680
+140
| +9% | +$17.3K | 0.03% | 199 |
|
|
2023
Q4 | $172K | Buy |
1,540
+1,280
| +492% | +$121K | 0.02% | 223 |
|
|
2023
Q3 | $21.6K | Buy |
260
+40
| +18% | +$3.47K | ﹤0.01% | 456 |
|
|
2023
Q2 | $19.1K | Hold |
220
| – | – | ﹤0.01% | 472 |
|
|
2023
Q1 | $14.1K | Hold |
220
| – | – | ﹤0.01% | 504 |
|
|
2022
Q4 | $12.3K | Buy |
220
+50
| +29% | +$2.51K | ﹤0.01% | 519 |
|
|
2022
Q3 | $8K | Sell |
170
-10
| -6% | -$511 | ﹤0.01% | 557 |
|
|
2022
Q2 | $9K | Buy |
+180
| New | +$10.1K | ﹤0.01% | 524 |
|
|
2020
Q1 | – | Sell |
-200
| Closed | -$6K | – | 547 |
|
|
2019
Q4 | $6K | Hold |
200
| – | – | ﹤0.01% | 461 |
|
|
2019
Q3 | $6K | Hold |
200
| – | – | ﹤0.01% | 459 |
|
|
2019
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 479 |
|
|
2019
Q1 | $6K | Buy |
+200
| New | +$5.42K | ﹤0.01% | 463 |
|
|
2018
Q3 | – | Sell |
-70
| Closed | -$2K | – | 552 |
|
|
2018
Q2 | $2K | Hold |
70
| – | – | ﹤0.01% | 514 |
|
|
2018
Q1 | $2K | Hold |
70
| – | – | ﹤0.01% | 495 |
|
|
2017
Q4 | $2K | Hold |
70
| – | – | ﹤0.01% | 506 |
|
|
2017
Q3 | $2K | Hold |
70
| – | – | ﹤0.01% | 447 |
|
|
2017
Q2 | $2K | Buy |
+70
| New | +$1.62K | ﹤0.01% | 448 |
|
|
2016
Q1 | – | Sell |
-80
| Closed | -$1K | – | 396 |
|
|
2015
Q4 | $1K | Sell |
80
-430
| -84% | -$5.59K | ﹤0.01% | 390 |
|
|
2015
Q3 | $6K | Hold |
510
| – | – | ﹤0.01% | 323 |
|
|
2015
Q2 | $7K | Hold |
510
| – | – | ﹤0.01% | 333 |
|
|
2015
Q1 | $6K | Hold |
510
| – | – | ﹤0.01% | 325 |
|
|
2014
Q4 | $5K | Buy |
+510
| New | +$4.56K | ﹤0.01% | 361 |
|
Other funds holding AVGO
Tortoise Investment Management's AVGO Position: Q2 2026 in Review
Tortoise Investment Management increased its Broadcom (AVGO) stake by 21% in Q2 2026, buying an estimated $167K and bringing the position to 2,363 shares worth $893K. The position accounts for 0.07% of the portfolio, ranked #135.
Tortoise Investment Management first reported a position in AVGO in Q4 2014 and has held it in 31 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.
- Tortoise Investment Management held 2,363 shares of Broadcom worth $893K as of Q2 2026.
- Tortoise Investment Management bought 416 Broadcom shares in Q2 2026, an estimated $167K.
- Broadcom made up 0.07% of Tortoise Investment Management's portfolio in Q2 2026, its #135 holding.
- Tortoise Investment Management first reported a position in Broadcom in Q4 2014 and has held it in 31 quarters since.
- 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.
Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.