BCP
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Berkeley Capital Partners’s Broadcom AVGO Stock Holding History

Berkeley Capital Partners’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 		$3.1M Buy
8,199
+141
+2% +$56.5K 0.64% 24
2026
Q1 		$2.49M Buy
8,058
+2,934
+57% +$965K 0.58% 29
2025
Q4 		$1.77M Buy
5,124
+470
+10% +$168K 0.42% 47
2025
Q3 		$1.54M Sell
4,654
-192
-4% -$58.9K 0.36% 54
2025
Q2 		$1.34M Buy
4,846
+190
+4% +$41.3K 0.34% 65
2025
Q1 		$780K Sell
4,656
-93
-2% -$19.7K 0.21% 95
2024
Q4 		$1.1M Sell
4,749
-201
-4% -$37.2K 0.31% 67
2024
Q3 		$854K Buy
4,950
+220
+5% +$35.3K 0.24% 91
2024
Q2 		$759K Buy
4,730
+420
+10% +$58.9K 0.23% 86
2024
Q1 		$571K Sell
4,310
-20
-0.5% -$2.48K 0.17% 102
2023
Q4 		$483K Sell
4,330
-690
-14% -$65.3K 0.16% 110
2023
Q3 		$417K Sell
5,020
-150
-3% -$13K 0.15% 108
2023
Q2 		$448K Sell
5,170
-550
-10% -$39.2K 0.16% 100
2023
Q1 		$367K Sell
5,720
-9,810
-63% -$590K 0.14% 106
2022
Q4 		$868K Buy
15,530
+1,410
+10% +$70.7K 0.34% 64
2022
Q3 		$627K Buy
14,120
+760
+6% +$38.8K 0.27% 72
2022
Q2 		$649K Buy
13,360
+2,250
+20% +$126K 0.27% 71
2022
Q1 		$700K Buy
11,110
+4,850
+77% +$288K 0.28% 70
2021
Q4 		$417K Buy
6,260
+860
+16% +$48.3K 0.17% 86
2021
Q3 		$262K Hold
5,400
– – 0.12% 110
2021
Q2 		$257K Buy
5,400
+210
+4% +$9.73K 0.11% 117
2021
Q1 		$241K Buy
+5,190
New +$240K 0.12% 113

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

Berkeley Capital Partners's AVGO Position: Q2 2026 in Review

Berkeley Capital Partners increased its Broadcom (AVGO) stake by 1.7% in Q2 2026, buying an estimated $56.5K and bringing the position to 8,199 shares worth $3.1M. The position accounts for 0.64% of the portfolio, ranked #24.

Berkeley Capital Partners first reported a position in AVGO in Q1 2021 and has held it in 22 quarters since. 4,834 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Berkeley Capital Partners held 8,199 shares of Broadcom worth $3.1M as of Q2 2026.
  • Berkeley Capital Partners bought 141 Broadcom shares in Q2 2026, an estimated $56.5K.
  • Broadcom made up 0.64% of Berkeley Capital Partners's portfolio in Q2 2026, its #24 holding.
  • Berkeley Capital Partners first reported a position in Broadcom in Q1 2021 and has held it in 22 quarters since.
  • 4,834 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Berkeley Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.