Bearing Point Capital’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$15.6M Sell
41,396
-265
-0.6% -$106K 2.11% 9
2026
Q1
$12.9M Sell
41,661
-1,886
-4% -$621K 2.02% 9
2025
Q4
$15.1M Sell
43,547
-1,756
-4% -$628K 2.36% 7
2025
Q3
$14.9M Sell
45,303
-2,805
-6% -$861K 2.57% 4
2025
Q2
$13.3M Buy
48,108
+1,260
+3% +$274K 2.44% 7
2025
Q1
$7.84M Sell
46,848
-4,426
-9% -$937K 1.67% 12
2024
Q4
$11.9M Buy
+51,274
New +$9.48M 2.48% 5

Other funds holding AVGO

Bearing Point Capital's AVGO Position: Q2 2026 in Review

Bearing Point Capital reduced its Broadcom (AVGO) stake by 0.64% in Q2 2026, selling an estimated $106K and leaving 41,396 shares worth $15.6M. The position accounts for 2.11% of the portfolio, ranked #9.

Bearing Point Capital first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Bearing Point Capital held 41,396 shares of Broadcom worth $15.6M as of Q2 2026.
  • Bearing Point Capital sold 265 Broadcom shares in Q2 2026, an estimated $106K.
  • Broadcom made up 2.11% of Bearing Point Capital's portfolio in Q2 2026, its #9 holding.
  • Bearing Point Capital first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Bearing Point Capital's 13F filing for Q2 2026, filed 11 Aug 2026.