VIA
AVGO icon

Virtus Investment Advisers’s Broadcom AVGO Stock Holding History

Virtus Investment Advisers’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 		$1.63M Sell
4,308
-1,394
-24% -$559K 0.38% 106
2026
Q1 		$1.76M Buy
5,702
+588
+11% +$193K 0.49% 69
2025
Q4 		$1.77M Sell
5,114
-1,116
-18% -$399K 0.48% 89
2025
Q3 		$2.06M Sell
6,230
-977
-14% -$300K 0.59% 21
2025
Q2 		$1.99M Buy
7,207
+354
+5% +$76.9K 0.67% 7
2025
Q1 		$1.15M Buy
6,853
+6,566
+2,288% +$1.39M 0.31% 129
2024
Q4 		$66.5K Sell
287
-623
-68% -$115K 0.05% 297
2024
Q3 		$157K Sell
910
-600
-40% -$96.2K 0.12% 217
2024
Q2 		$242K Buy
1,510
+130
+9% +$18.2K 0.21% 161
2024
Q1 		$183K Sell
1,380
-140
-9% -$17.3K 0.13% 200
2023
Q4 		$170K Hold
1,520
– – 0.13% 208
2023
Q3 		$126K Buy
+1,520
New +$132K 0.09% 210
2018
Q1 		– Sell
-83,830
Closed -$2.15M – 47
2017
Q4 		$2.15M Sell
83,830
-12,980
-13% -$337K 0.23% 131
2017
Q3 		$2.35M Sell
96,810
-13,670
-12% -$338K 0.25% 132
2017
Q2 		$2.58M Sell
110,480
-16,480
-13% -$382K 0.25% 127
2017
Q1 		$2.78M Sell
126,960
-1,010
-0.8% -$20.8K 0.25% 135
2016
Q4 		$2.26M Sell
127,970
-11,680
-8% -$202K 0.17% 168
2016
Q3 		$2.41M Buy
+139,650
New +$2.34M 0.15% 194

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

Virtus Investment Advisers's AVGO Position: Q2 2026 in Review

Virtus Investment Advisers reduced its Broadcom (AVGO) stake by 24% in Q2 2026, selling an estimated $559K and leaving 4,308 shares worth $1.63M. The position accounts for 0.38% of the portfolio, ranked #106.

Virtus Investment Advisers first reported a position in AVGO in Q3 2016 and has held it in 18 quarters since. The position peaked at $2.78M in Q1 2017. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Virtus Investment Advisers held 4,308 shares of Broadcom worth $1.63M as of Q2 2026.
  • Virtus Investment Advisers sold 1,394 Broadcom shares in Q2 2026, an estimated $559K.
  • Broadcom made up 0.38% of Virtus Investment Advisers's portfolio in Q2 2026, its #106 holding.
  • Virtus Investment Advisers first reported a position in Broadcom in Q3 2016 and has held it in 18 quarters since.
  • Virtus Investment Advisers's Broadcom position peaked at $2.78M in Q1 2017.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Virtus Investment Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.