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Union Bancaire Privee’s Broadcom AVGO Stock Holding History

Union Bancaire Privee’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 		$230M Sell
596,412
-52,085
-8% -$20.9M 2.51% 9
2026
Q1 		$198M Sell
648,497
-32,447
-5% -$10.7M 2.76% 7
2025
Q4 		$239M Buy
680,944
+98,194
+17% +$35.1M 2.84% 6
2025
Q3 		$183M Sell
582,750
-86,205
-13% -$26.4M 2.6% 7
2025
Q2 		$169M Sell
668,955
-15,583
-2% -$3.38M 2.45% 5
2025
Q1 		$114M Buy
684,538
+371,451
+119% +$78.6M 2.19% 9
2024
Q4 		$71.3M Buy
+313,087
New +$57.9M 1.24% 20

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

Union Bancaire Privee's AVGO Position: Q2 2026 in Review

Union Bancaire Privee reduced its Broadcom (AVGO) stake by 8% in Q2 2026, selling an estimated $20.9M and leaving 596,412 shares worth $230M. The position accounts for 2.51% of the portfolio, ranked #9.

Union Bancaire Privee first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. The position peaked at $239M in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Union Bancaire Privee held 596,412 shares of Broadcom worth $230M as of Q2 2026.
  • Union Bancaire Privee sold 52,085 Broadcom shares in Q2 2026, an estimated $20.9M.
  • Broadcom made up 2.51% of Union Bancaire Privee's portfolio in Q2 2026, its #9 holding.
  • Union Bancaire Privee first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • Union Bancaire Privee's Broadcom position peaked at $239M in Q4 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.