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Trivest Advisors’s Broadcom AVGO Stock Holding History

Trivest Advisors’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 		– Sell
-40,000
Closed -$12.4M – 17
2026
Q1 		$12.4M Sell
40,000
-690,000
-95% -$227M 0.89% 18
2025
Q4 		$253M Buy
730,000
+157,500
+28% +$56.3M 11.53% 3
2025
Q3 		$189M Buy
572,500
+7,500
+1% +$2.3M 6.03% 6
2025
Q2 		$156M Buy
+565,000
New +$123M 6.05% 5
2025
Q1 		– Sell
-100,500
Closed -$23.3M – 26
2024
Q4 		$23.3M Buy
+100,500
New +$18.6M 1.06% 28
2024
Q3 		– Sell
-215,000
Closed -$34.5M – 36
2024
Q2 		$34.5M Buy
215,000
+195,000
+975% +$27.3M 1.79% 10
2024
Q1 		$2.65M Buy
+20,000
New +$2.48M 0.09% 23
2023
Q3 		– Sell
-800,800
Closed -$69.5M – 21
2023
Q2 		$69.5M Buy
+800,800
New +$57.1M 2.39% 12
2022
Q1 		– Sell
-80,000
Closed -$5.32M – 25
2021
Q4 		$5.32M Buy
+80,000
New +$4.5M 0.49% 8

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Trivest Advisors's AVGO Position: Q2 2026 in Review

Trivest Advisors sold out of Broadcom (AVGO) in Q2 2026, closing a stake of 40,000 shares — an estimated $12.4M sold.

Trivest Advisors first reported a position in AVGO in Q4 2021 and held it in 9 quarters. The position peaked at $253M in Q4 2025. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Trivest Advisors reported no remaining Broadcom position as of Q2 2026 after selling out during the quarter.
  • Trivest Advisors sold 40,000 Broadcom shares in Q2 2026, an estimated $12.4M.
  • Trivest Advisors first reported a position in Broadcom in Q4 2021 and held it in 9 quarters.
  • Trivest Advisors's Broadcom position peaked at $253M in Q4 2025.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Trivest Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.