AVGO
Broadcom Inc
Broadcom Inc historical holders
total: 16
Jensen Investment Management Broadcom Inc transactions over time
- Total transactions:
- 2
- New positions:
- 1
- Added:
- 1
- Held since:
- 2025 Q4
- Held for:
- 2 quarters
- Latest activity:
- 2026 Q1
Eric H. Schoenstein has been an institutional investor in Broadcom Inc (AVGO) since 2025 Q4. According to 2026 Q1 report, Eric H. Schoenstein holds 445,649 shares with a market value of roughly $137.93M representing 2.72% of their equity portfolio. The fund/company first acquired AVGO in 2025 Q4, initially purchasing 178,441 shares. Since the initial investment, Jensen Investment Management has made 1 more transaction in this position.
Does Eric H. Schoenstein still hold AVGO?
Yes, Eric H. Schoenstein continues to hold Broadcom Inc (AVGO). According to their 2026 Q1 report, they maintain a position of 445,649 shares valued at approximately $137.93M, representing 2.72% of their equity portfolio.
When did Eric H. Schoenstein first invest in AVGO?
Eric H. Schoenstein first invested in Broadcom Inc (AVGO) in 2025 Q4 at the reported quarter-end price of $346.10 per share, acquiring 178,441 shares in their initial purchase.
What is Eric H. Schoenstein's average cost basis for AVGO?
Based on historical transaction data, Eric H. Schoenstein's estimated cost basis for Broadcom Inc (AVGO) is approximately $324.16 per share. This represents their average reported price* across all buy transactions.
Estimated cost basis*
- Weighted AVG buy price:
- $324.16
AVGO transactions history by Jensen Investment Management
2 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
2.72%
|
445,649
|
$309.51
|
$137,932,822
|
+149.75% (+267,208)
|
+1.63%
|
|
2025 Q4
|
0.97%
|
178,441
|
$346.10
|
$61,758,430
|
new
|
+0.97%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.