AGC
AVGO icon

Aspen Grove Capital’s Broadcom AVGO Stock Holding History

Aspen Grove 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 		$5.74M Buy
15,199
+63
+0.4% +$25.3K 0.83% 25
2026
Q1 		$4.69M Buy
15,136
+3
+0% +$987 0.91% 22
2025
Q4 		$5.24M Buy
15,133
+34
+0.2% +$12.2K 0.91% 22
2025
Q3 		$4.98M Sell
15,099
-1,230
-8% -$377K 0.84% 22
2025
Q2 		$4.5M Buy
16,329
+2,017
+14% +$438K 0.77% 23
2025
Q1 		$2.4M Buy
14,312
+133
+0.9% +$28.1K 0.46% 36
2024
Q4 		$3.29M Buy
14,179
+76
+0.5% +$14.1K 0.7% 27
2024
Q3 		$2.43M Sell
14,103
-467
-3% -$74.9K 0.54% 32
2024
Q2 		$2.34M Buy
14,570
+220
+2% +$30.8K 0.55% 31
2024
Q1 		$1.9M Buy
14,350
+290
+2% +$35.9K 0.54% 37
2023
Q4 		$1.55M Buy
14,060
+2,410
+21% +$228K 0.47% 42
2023
Q3 		$968K Sell
11,650
-3,210
-22% -$278K 0.36% 52
2023
Q2 		$1.29M Buy
14,860
+500
+3% +$35.7K 0.42% 57
2023
Q1 		$921K Buy
14,360
+1,810
+14% +$109K 0.4% 53
2022
Q4 		$702K Buy
+12,550
New +$629K 0.32% 65

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Aspen Grove Capital's AVGO Position: Q2 2026 in Review

Aspen Grove Capital increased its Broadcom (AVGO) stake by 0.42% in Q2 2026, buying an estimated $25.3K and bringing the position to 15,199 shares worth $5.74M. The position accounts for 0.83% of the portfolio, ranked #25.

Aspen Grove Capital first reported a position in AVGO in Q4 2022 and has held it in 15 quarters since. 4,828 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Aspen Grove Capital held 15,199 shares of Broadcom worth $5.74M as of Q2 2026.
  • Aspen Grove Capital bought 63 Broadcom shares in Q2 2026, an estimated $25.3K.
  • Broadcom made up 0.83% of Aspen Grove Capital's portfolio in Q2 2026, its #25 holding.
  • Aspen Grove Capital first reported a position in Broadcom in Q4 2022 and has held it in 15 quarters since.
  • 4,828 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Aspen Grove Capital's 13F filing for Q2 2026, filed 14 Aug 2026.