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SIMON QUICK ADVISORS, LLC

Position in AVGO — Broadcom Inc.

CIK 1692038 MORRISTOWN, NJ

Position in AVGO

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$8,233,061
+$1,429,103 QoQ
Shares Held
21,795
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#1,636
of 4,778 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority Sole 54% Shared 0% None 46%

Common Shares in AVGO Over Time

Shares Held

Position Value (USD)

Position in Semiconductors

Technology · as of Jun 30, 2026

SIMON QUICK ADVISORS, LLC holds $20,539,618 across 10 Semiconductors names. AVGO ranks #1 (40.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AVGO
Broadcom Inc.
This page
21,795 $8,233,061

All Filings in AVGO

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22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $8,233,061 21,795
2026-03-31 $6,803,958 21,983
2025-12-31 $10,184,338 29,426
2025-09-30 $8,987,738 27,243
2025-06-30 $7,065,460 25,632
2025-03-31 $5,518,157 32,958
2024-12-31 $6,106,201 26,338
2024-09-30 $3,897,810 22,596
2024-06-30 $3,047,295 1,898
2024-03-31 $2,099,449 1,584
2023-12-31 $1,432,148 1,283
2023-09-30 $761,641 917
2023-06-30 $540,408 623
2023-03-31 $358,620 559
2022-12-31 $263,350 471
2021-09-30 $4,364 9
2021-06-30 $2,384 5
2021-03-31 $39,411 85
2020-12-31 $37,217 85
2020-09-30 $131,883 362
2020-06-30 $83,005 263
2020-03-31 $66,625 281