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Whitney & Co’s Broadcom AVGO Stock Holding History

Whitney & Co’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 		$33.9M Sell
89,737
-16,405
-15% -$6.58M 2.48% 10
2026
Q1 		$32.9M Buy
106,142
+380
+0.4% +$125K 2.74% 7
2025
Q4 		$36.6M Sell
105,762
-529
-0.5% -$189K 2.91% 6
2025
Q3 		$35.1M Sell
106,291
-906
-0.8% -$278K 3.18% 4
2025
Q2 		$29.5M Sell
107,197
-1,260
-1% -$274K 2.92% 6
2025
Q1 		$18.2M Sell
108,457
-1,700
-2% -$360K 1.93% 15
2024
Q4 		$25.5M Buy
110,157
+695
+0.6% +$129K 2.68% 8
2024
Q3 		$18.9M Buy
109,462
+982
+0.9% +$157K 2.02% 13
2024
Q2 		$17.4M Sell
108,480
-510
-0.5% -$71.5K 2% 16
2024
Q1 		$14.4M Sell
108,990
-15,160
-12% -$1.88M 1.72% 21
2023
Q4 		$13.9M Buy
124,150
+66,370
+115% +$6.28M 1.79% 20
2023
Q3 		$4.8M Buy
57,780
+950
+2% +$82.3K 0.72% 40
2023
Q2 		$4.93M Buy
56,830
+440
+0.8% +$31.4K 0.71% 44
2023
Q1 		$3.62M Buy
56,390
+2,240
+4% +$135K 0.57% 48
2022
Q4 		$3.03M Buy
54,150
+580
+1% +$29.1K 0.56% 47
2022
Q3 		$2.38M Buy
53,570
+550
+1% +$28.1K 0.46% 49
2022
Q2 		$2.58M Buy
53,020
+370
+0.7% +$20.8K 0.47% 51
2022
Q1 		$3.31M Buy
52,650
+1,990
+4% +$118K 0.51% 53
2021
Q4 		$3.37M Buy
50,660
+270
+0.5% +$15.2K 0.5% 56
2021
Q3 		$2.44M Buy
50,390
+650
+1% +$31.6K 0.39% 58
2021
Q2 		$2.37M Buy
49,740
+1,260
+3% +$58.4K 0.38% 56
2021
Q1 		$2.25M Buy
48,480
+1,180
+2% +$54.6K 0.39% 56
2020
Q4 		$2.19M Buy
47,300
+740
+2% +$28.8K 0.35% 60
2020
Q3 		$1.7M Buy
+46,560
New +$1.56M 0.32% 57
2018
Q4 		– Sell
-630
Closed -$15K – 136
2018
Q3 		$15K Buy
+630
New +$14.1K ﹤0.01% 281

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Whitney & Co's AVGO Position: Q2 2026 in Review

Whitney & Co reduced its Broadcom (AVGO) stake by 15% in Q2 2026, selling an estimated $6.58M and leaving 89,737 shares worth $33.9M. The position accounts for 2.48% of the portfolio, ranked #10.

Whitney & Co first reported a position in AVGO in Q3 2018 and has held it in 25 quarters since. The position peaked at $36.6M in Q4 2025. 2,338 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Whitney & Co held 89,737 shares of Broadcom worth $33.9M as of Q2 2026.
  • Whitney & Co sold 16,405 Broadcom shares in Q2 2026, an estimated $6.58M.
  • Broadcom made up 2.48% of Whitney & Co's portfolio in Q2 2026, its #10 holding.
  • Whitney & Co first reported a position in Broadcom in Q3 2018 and has held it in 25 quarters since.
  • Whitney & Co's Broadcom position peaked at $36.6M in Q4 2025.
  • 2,338 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.