Value Aligned Research Advisors’s Broadcom AVGO Stock Holding History

Value Aligned Research 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	$247M	Sell	655,000 -261,800	-29%	-$105M	0.62%	37
2026 Q1	$284M	Buy	916,800 +44,800	+5%	+$14.7M	1.37%	18
2025 Q4	$302M	Buy	872,000 +37,100	+4%	+$13.3M	3.03%	12
2025 Q3	$275M	Buy	834,900 +86,300	+12%	+$26.5M	3.36%	12
2025 Q2	$206M	Buy	748,600 +672,700	+886%	+$146M	4.36%	9
2025 Q1	$12.7M	Buy	75,900 +29,900	+65%	+$6.33M	0.93%	21
2024 Q4	$1.27M	Buy	+46,000	New	+$8.51M	0.35%	23
2024 Q3	–	Sell	-3,000	Closed	-$26.4K	–	23
2024 Q2	$26.4K	Buy	+3,000	New	+$420K	0.01%	23

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

Value Aligned Research Advisors's AVGO Position: Q2 2026 in Review

Value Aligned Research Advisors increased its Broadcom (AVGO) stake by 733% in Q2 2026, buying an estimated $144M and bringing the position to 407,611 shares worth $154M. The position accounts for 0.38% of the portfolio, ranked #51.

Value Aligned Research Advisors first reported a position in AVGO in Q2 2024 and has held it in 9 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Value Aligned Research Advisors held 407,611 shares of Broadcom worth $154M as of Q2 2026.
Value Aligned Research Advisors bought 358,700 Broadcom shares in Q2 2026, an estimated $144M.
Broadcom made up 0.38% of Value Aligned Research Advisors's portfolio in Q2 2026, its #51 holding.
Value Aligned Research Advisors first reported a position in Broadcom in Q2 2024 and has held it in 9 quarters since.
4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Value Aligned Research Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.