Trillium Asset Management’s Broadcom AVGO Stock Holding History

Trillium Asset Management’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	$48.2M	Sell	127,701 -28,998	-19%	-$11.6M	1.48%	10
2026 Q1	$34.1M	Buy	156,699 +155,014	+9,200%	+$51M	1.13%	20
2025 Q4	$583K	Sell	1,685 -137	-8%	-$49K	0.02%	182
2025 Q3	$601K	Buy	1,822 +12	+0.7%	+$3.68K	0.02%	181
2025 Q2	$499K	Buy	+1,810	New	+$393K	0.01%	183
2022 Q2	–	Sell	-3,780	Closed	-$238K	–	230
2022 Q1	$238K	Sell	3,780 -800	-17%	-$47.5K	0.01%	233
2021 Q4	$305K	Hold	4,580	–	–	0.01%	232
2021 Q3	$222K	Hold	4,580	–	–	0.01%	236
2021 Q2	$218K	Hold	4,580	–	–	0.01%	234
2021 Q1	$212K	Hold	4,580	–	–	0.01%	233
2020 Q4	$201K	Buy	+4,580	New	+$179K	0.01%	232
2020 Q3	–	Sell	-11,860	Closed	-$374K	–	226
2020 Q2	$374K	Buy	11,860 +3,230	+37%	+$90.4K	0.02%	205
2020 Q1	$205K	Hold	8,630	–	–	0.01%	228
2019 Q4	$273K	Hold	8,630	–	–	0.01%	236
2019 Q3	$238K	Buy	+8,630	New	+$245K	0.01%	251

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

Trillium Asset Management's AVGO Position: Q2 2026 in Review

Trillium Asset Management reduced its Broadcom (AVGO) stake by 19% in Q2 2026, selling an estimated $11.6M and leaving 127,701 shares worth $48.2M. The position accounts for 1.48% of the portfolio, ranked #10.

Trillium Asset Management first reported a position in AVGO in Q3 2019 and has held it in 15 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Trillium Asset Management held 127,701 shares of Broadcom worth $48.2M as of Q2 2026.
Trillium Asset Management sold 28,998 Broadcom shares in Q2 2026, an estimated $11.6M.
Broadcom made up 1.48% of Trillium Asset Management's portfolio in Q2 2026, its #10 holding.
Trillium Asset Management first reported a position in Broadcom in Q3 2019 and has held it in 15 quarters since.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Trillium Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.