Verity Asset Management’s Broadcom AVGO Stock Holding History

Verity Asset Management’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	$1.54M	Buy	4,088 +264	+7%	+$106K	0.58%	50
2026 Q1	$1.18M	Buy	3,824 +52	+1%	+$17.1K	0.5%	63
2025 Q4	$1.31M	Sell	3,772 -142	-4%	-$50.8K	0.56%	50
2025 Q3	$1.29M	Sell	3,914 -909	-19%	-$279K	0.42%	62
2025 Q2	$1.33M	Sell	4,823 -14	-0.3%	-$3.04K	0.64%	43
2025 Q1	$810K	Buy	4,837 +336	+7%	+$71.1K	0.33%	89
2024 Q4	$1.01M	Buy	4,501 +556	+14%	+$103K	0.57%	47
2024 Q3	$681K	Sell	3,945 -465	-11%	-$74.5K	0.26%	93
2024 Q2	$708K	Buy	4,410 +180	+4%	+$25.2K	0.28%	84
2024 Q1	$561K	Sell	4,230 -310	-7%	-$38.4K	0.31%	86
2023 Q4	$507K	Hold	4,540	–	–	0.32%	79
2023 Q3	$377K	Sell	4,540 -300	-6%	-$26K	0.28%	95
2023 Q2	$420K	Sell	4,840 -250	-5%	-$17.8K	0.31%	88
2023 Q1	$327K	Buy	5,090 +150	+3%	+$9.02K	0.19%	118
2022 Q4	$276K	Buy	4,940 +30	+0.6%	+$1.5K	0.24%	126
2022 Q3	$218K	Buy	+4,910	New	+$251K	0.22%	149
2022 Q1	$332K	Buy	5,260 +680	+15%	+$40.4K	0.21%	143
2021 Q4	$305K	Sell	4,580 -210	-4%	-$11.8K	0.18%	143
2021 Q3	$232K	Sell	4,790 -520	-10%	-$25.3K	0.15%	161
2021 Q2	$253K	Sell	5,310 -1,110	-17%	-$51.4K	0.14%	181
2021 Q1	$298K	Buy	6,420 +130	+2%	+$6.01K	0.18%	150
2020 Q4	$275K	Hold	6,290	–	–	0.19%	124
2020 Q3	$229K	Buy	+6,290	New	+$211K	0.17%	125

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

Verity Asset Management's AVGO Position: Q2 2026 in Review

Verity Asset Management increased its Broadcom (AVGO) stake by 6.9% in Q2 2026, buying an estimated $106K and bringing the position to 4,088 shares worth $1.54M. The position accounts for 0.58% of the portfolio, ranked #50.

Verity Asset Management first reported a position in AVGO in Q3 2020 and has held it in 23 quarters since. 4,846 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Verity Asset Management held 4,088 shares of Broadcom worth $1.54M as of Q2 2026.
Verity Asset Management bought 264 Broadcom shares in Q2 2026, an estimated $106K.
Broadcom made up 0.58% of Verity Asset Management's portfolio in Q2 2026, its #50 holding.
Verity Asset Management first reported a position in Broadcom in Q3 2020 and has held it in 23 quarters since.
4,846 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Verity Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.