Position Sheet

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AVGO Broadcom Inc

Information Technology stock

HGRO, QLTY have owned Broadcom Inc since at least Nov 21, 2025, when our daily record begins, across 5 separate holding periods. Today it is 3.2% of QLTY, against a peak long of 4.5%. That's 1.8× the size of a typical QLTY position (median 1.8%). The latest big move was on Jul 27, 2026: HGRO sold out of it (2.0% to 0.0%).

Held now inQLTY at 3.24%
First held in our dataNov 21, 2025 or earlier
Since our record began-1.2%held since Oct 30, 2026 or earlier · S&P 500 -0.5%.
Big moves4

Position size by fund vs price

Shaded areas: position size in each fund (left axis). Line: share price (right axis). Shading below zero is a short. At zero, the fund didn't hold it. Our daily record starts Nov 21, 2025.

Big moves in AVGO

DateFundTickerNameActionPosition sizeSinceStatus
Jul 27, 2026HGROAVGOBroadcom IncSold2.0% → 0.0%—Exited
Jul 9, 2026HGROAVGOBroadcom IncBought0.0% → 3.5%-4.8%
-3.1 vs S&P
Short-lived · undone Jul 27, 2026
Jun 9, 2026HGROAVGOBroadcom IncSold1.7% → 0.0%—Exited
Apr 8, 2026HGROAVGOBroadcom IncBought0.0% → 3.5%+10.0%
+0.9 vs S&P
Exited