True North Advisors’s Broadcom AVGO Stock Holding History

True North 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	$9.34M	Sell	24,728 -381	-2%	-$153K	0.89%	27
2026 Q1	$7.77M	Sell	25,109 -1,226	-5%	-$403K	0.89%	27
2025 Q4	$9.11M	Sell	26,335 -9,901	-27%	-$3.54M	1.18%	19
2025 Q3	$12M	Buy	36,236 +3,243	+10%	+$995K	1.9%	10
2025 Q2	$9.09M	Buy	32,993 +5,136	+18%	+$1.12M	1.74%	9
2025 Q1	$4.66M	Sell	27,857 -4,769	-15%	-$1.01M	0.83%	22
2024 Q4	$7.56M	Buy	32,626 +19,212	+143%	+$3.55M	1.78%	6
2024 Q3	$2.31M	Buy	13,414 +94	+0.7%	+$15.1K	0.61%	29
2024 Q2	$2.14M	Buy	13,320 +600	+5%	+$84.1K	0.57%	29
2024 Q1	$1.69M	Buy	+12,720	New	+$1.58M	0.47%	36
2023 Q4	–	Sell	-14,090	Closed	-$1.17M	–	193
2023 Q3	$1.17M	Buy	14,090 +580	+4%	+$50.3K	0.36%	53
2023 Q2	$1.17M	Buy	13,510 +4,970	+58%	+$354K	0.33%	58
2023 Q1	$548K	Buy	8,540 +350	+4%	+$21.1K	0.16%	119
2022 Q4	$458K	Buy	+8,190	New	+$411K	0.16%	110

Other funds holding AVGO

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

True North Advisors's AVGO Position: Q2 2026 in Review

True North Advisors reduced its Broadcom (AVGO) stake by 1.5% in Q2 2026, selling an estimated $153K and leaving 24,728 shares worth $9.34M. The position accounts for 0.89% of the portfolio, ranked #27.

True North Advisors first reported a position in AVGO in Q4 2022 and has held it in 14 quarters since. The position peaked at $12M in Q3 2025. 2,480 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

True North Advisors held 24,728 shares of Broadcom worth $9.34M as of Q2 2026.
True North Advisors sold 381 Broadcom shares in Q2 2026, an estimated $153K.
Broadcom made up 0.89% of True North Advisors's portfolio in Q2 2026, its #27 holding.
True North Advisors first reported a position in Broadcom in Q4 2022 and has held it in 14 quarters since.
True North Advisors's Broadcom position peaked at $12M in Q3 2025.
2,480 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.