AC
AVGO icon

Apella Capital’s Broadcom AVGO Stock Holding History

Apella Capital’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 		$3.36M Buy
9,060
+1,029
+13% +$413K 0.05% 209
2026
Q1 		$3.26M Buy
8,031
+2,115
+36% +$696K 0.05% 208
2025
Q4 		$2.05M Buy
5,916
+790
+15% +$283K 0.04% 199
2025
Q3 		$1.82M Buy
5,126
+1,271
+33% +$390K 0.04% 190
2025
Q2 		$1.06M Buy
3,855
+591
+18% +$128K 0.03% 212
2025
Q1 		$604K Buy
3,264
+308
+10% +$65.2K 0.02% 240
2024
Q4 		$685K Buy
2,956
+172
+6% +$31.8K 0.03% 201
2024
Q3 		$475K Sell
2,784
-36
-1% -$5.77K 0.02% 221
2024
Q2 		$489K Buy
2,820
+390
+16% +$54.7K 0.02% 207
2024
Q1 		$325K Hold
2,430
– – 0.02% 234
2023
Q4 		$255K Buy
+2,430
New +$230K 0.01% 257

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

Apella Capital's AVGO Position: Q2 2026 in Review

Apella Capital increased its Broadcom (AVGO) stake by 13% in Q2 2026, buying an estimated $413K and bringing the position to 9,060 shares worth $3.36M. The position accounts for 0.05% of the portfolio, ranked #209.

Apella Capital first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 2,338 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Apella Capital held 9,060 shares of Broadcom worth $3.36M as of Q2 2026.
  • Apella Capital bought 1,029 Broadcom shares in Q2 2026, an estimated $413K.
  • Broadcom made up 0.05% of Apella Capital's portfolio in Q2 2026, its #209 holding.
  • Apella Capital first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • 2,338 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.