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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 		$148K Buy
+400
New +$160K ﹤0.01% 681

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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. 853 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.
  • 853 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.