Trivant Custom Portfolio Group’s Broadcom AVGO Stock Holding History

Trivant Custom Portfolio Group’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	$3.06M	Sell	8,107 -26	-0.3%	-$10.4K	1.63%	18
2026 Q1	$2.52M	Buy	8,133 +4,555	+127%	+$1.5M	1.38%	22
2025 Q4	$1.24M	Buy	3,578 +50	+1%	+$17.9K	0.71%	42
2025 Q3	$1.16M	Buy	3,528 +58	+2%	+$17.8K	0.6%	49
2025 Q2	$957K	Sell	3,470 -50	-1%	-$10.9K	0.53%	59
2025 Q1	$589K	Hold	3,520	–	–	0.34%	66
2024 Q4	$816K	Buy	3,520 +100	+3%	+$18.5K	0.48%	48
2024 Q3	$590K	Sell	3,420 -100	-3%	-$16K	0.34%	59
2024 Q2	$565K	Buy	3,520 +190	+6%	+$26.6K	0.35%	53
2024 Q1	$441K	Hold	3,330	–	–	0.28%	48
2023 Q4	$372K	Buy	3,330 +260	+8%	+$24.6K	0.25%	48
2023 Q3	$255K	Hold	3,070	–	–	0.19%	46
2023 Q2	$266K	Hold	3,070	–	–	0.19%	47
2023 Q1	$197K	Buy	+3,070	New	+$185K	0.14%	56

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

Trivant Custom Portfolio Group's AVGO Position: Q2 2026 in Review

Trivant Custom Portfolio Group reduced its Broadcom (AVGO) stake by 0.32% in Q2 2026, selling an estimated $10.4K and leaving 8,107 shares worth $3.06M. The position accounts for 1.63% of the portfolio, ranked #18.

Trivant Custom Portfolio Group first reported a position in AVGO in Q1 2023 and has held it in 14 quarters since. 4,842 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Trivant Custom Portfolio Group held 8,107 shares of Broadcom worth $3.06M as of Q2 2026.
Trivant Custom Portfolio Group sold 26 Broadcom shares in Q2 2026, an estimated $10.4K.
Broadcom made up 1.63% of Trivant Custom Portfolio Group's portfolio in Q2 2026, its #18 holding.
Trivant Custom Portfolio Group first reported a position in Broadcom in Q1 2023 and has held it in 14 quarters since.
4,842 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Trivant Custom Portfolio Group's 13F filing for Q2 2026, filed 27 Jul 2026.