Verum Partners’s Broadcom AVGO Stock Holding History

Verum Partners’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	$2.53M	Buy	6,685 +51	+0.8%	+$20.4K	0.38%	45
2026 Q1	$2.05M	Buy	6,634 +179	+3%	+$58.9K	0.39%	43
2025 Q4	$2.23M	Buy	6,455 +106	+2%	+$37.9K	0.45%	42
2025 Q3	$2.09M	Sell	6,349 -298	-4%	-$91.4K	0.45%	43
2025 Q2	$1.83M	Sell	6,647 -581	-8%	-$126K	0.42%	45
2025 Q1	$1.21M	Sell	7,228 -449	-6%	-$95K	0.33%	50
2024 Q4	$1.78M	Buy	7,677 +157	+2%	+$29K	0.51%	43
2024 Q3	$1.3M	Buy	7,520 +90	+1%	+$14.4K	0.38%	52
2024 Q2	$1.19M	Buy	7,430 +50	+0.7%	+$7.01K	0.39%	49
2024 Q1	$978K	Buy	7,380 +260	+4%	+$32.2K	0.35%	55
2023 Q4	$795K	Sell	7,120 -950	-12%	-$90K	0.31%	61
2023 Q3	$670K	Buy	8,070 +1,370	+20%	+$119K	0.3%	63
2023 Q2	$581K	Buy	+6,700	New	+$478K	0.53%	43

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 $3.38T AUM 44.17% 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

Verum Partners's AVGO Position: Q2 2026 in Review

Verum Partners increased its Broadcom (AVGO) stake by 0.77% in Q2 2026, buying an estimated $20.4K and bringing the position to 6,685 shares worth $2.53M. The position accounts for 0.38% of the portfolio, ranked #45.

Verum Partners first reported a position in AVGO in Q2 2023 and has held it in 13 quarters since. 4,859 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Verum Partners held 6,685 shares of Broadcom worth $2.53M as of Q2 2026.
Verum Partners bought 51 Broadcom shares in Q2 2026, an estimated $20.4K.
Broadcom made up 0.38% of Verum Partners's portfolio in Q2 2026, its #45 holding.
Verum Partners first reported a position in Broadcom in Q2 2023 and has held it in 13 quarters since.
4,859 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Verum Partners's 13F filing for Q2 2026, filed 22 Jul 2026.